Bank of Montreal
Senior Private Banker
Bank of Montreal, Denver, Colorado, United States, 80285
Locations: Denver, CO, USA; H1689 - HB Centennial, CO (9335 E. County Line Rd.)Posted on: TodayJob Requisition ID: R240019647Application Deadline: 09/19/2024Address: 1125 17th Street, Suite 1050Job Family Group: Wealth Sales & ServiceResponsibilities:
Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects.Assists in the design, development, and delivery of solutions that meet the client’s complex balance sheet management needs.Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank’s risk tolerance.Works collaboratively in the branch and regional teams to identify and make referrals.Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace.Provides superior service to an assigned portfolio of high net worth clients.Leads a deal team to meet client needs when acting as the lead relationship manager.Manages the retention and expansion of client relationships through a contact strategy and an ongoing review of the client’s banking needs.Makes recommendations to senior leaders on strategy and new initiatives.Identifies emerging issues and trends to inform decision-making.Maintains knowledge and understanding of financial planning principles.Partners with the leadership team on strategic direction and complex line-of-business projects.Conducts independent analysis and assessment to resolve strategic issues.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Breaks down strategic problems and analyses data to provide insights and recommendations.Monitors and tracks performance and addresses any issues.Provides day-to-day training and support to other employees.Ensures high quality of information obtained to support decisions.Contributes to the assigned portfolio’s profitability through expense control and profitable pricing practices.Negotiates appropriate pricing to build a profitable portfolio.Provides integrated and customized advice to help clients achieve their financial and personal goals.Acts as an ambassador to enhance BMO’s reputation in the market.Adheres to all policies and procedures, guidelines, legal and ethical requirements.Maintains up-to-date knowledge and understanding of all banking products and relevant legal, regulatory and technology requirements.Ensures lending and non-lending decisions are adequately documented.Manages risk and minimizes losses through monitoring and control reports.Documents and follows-up on discrepancies to procedures, operational risks.Performs sales and service support activities to meet client needs.Develops rapport and instills confidence with the client.Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders.Applies expertise to address unique or ambiguous situations.Implements changes in response to shifting trends.Broader work or accountabilities may be assigned as needed.Qualifications:
Typically 10+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Must meet the licensing and certification requirements for the team/branch/jurisdiction.Credit qualifications and associated credit knowledge and skills.In-depth knowledge of Personal and Commercial credit and non-credit products.In-depth sales and client service skills.In-depth business development skills with a successful track record.Ability to lead in-depth planning conversations.Expert relationship management skills.Able to work independently, resolving complex or ambiguous issues.Seasoned professional with a combination of education, experience and industry knowledge.Verbal & written communication skills - In-depth / Expert.Analytical and problem-solving skills - In-depth / Expert.Influence skills - In-depth / Expert.Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.Able to manage ambiguity.Data-driven decision making - In-depth / Expert.Salary:
$100,000.00 - $185,500.00Pay Type:
SalariedThe above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure.Benefits:
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.About Us:
BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good.We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management, and investment services.
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Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects.Assists in the design, development, and delivery of solutions that meet the client’s complex balance sheet management needs.Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank’s risk tolerance.Works collaboratively in the branch and regional teams to identify and make referrals.Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace.Provides superior service to an assigned portfolio of high net worth clients.Leads a deal team to meet client needs when acting as the lead relationship manager.Manages the retention and expansion of client relationships through a contact strategy and an ongoing review of the client’s banking needs.Makes recommendations to senior leaders on strategy and new initiatives.Identifies emerging issues and trends to inform decision-making.Maintains knowledge and understanding of financial planning principles.Partners with the leadership team on strategic direction and complex line-of-business projects.Conducts independent analysis and assessment to resolve strategic issues.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Breaks down strategic problems and analyses data to provide insights and recommendations.Monitors and tracks performance and addresses any issues.Provides day-to-day training and support to other employees.Ensures high quality of information obtained to support decisions.Contributes to the assigned portfolio’s profitability through expense control and profitable pricing practices.Negotiates appropriate pricing to build a profitable portfolio.Provides integrated and customized advice to help clients achieve their financial and personal goals.Acts as an ambassador to enhance BMO’s reputation in the market.Adheres to all policies and procedures, guidelines, legal and ethical requirements.Maintains up-to-date knowledge and understanding of all banking products and relevant legal, regulatory and technology requirements.Ensures lending and non-lending decisions are adequately documented.Manages risk and minimizes losses through monitoring and control reports.Documents and follows-up on discrepancies to procedures, operational risks.Performs sales and service support activities to meet client needs.Develops rapport and instills confidence with the client.Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders.Applies expertise to address unique or ambiguous situations.Implements changes in response to shifting trends.Broader work or accountabilities may be assigned as needed.Qualifications:
Typically 10+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Must meet the licensing and certification requirements for the team/branch/jurisdiction.Credit qualifications and associated credit knowledge and skills.In-depth knowledge of Personal and Commercial credit and non-credit products.In-depth sales and client service skills.In-depth business development skills with a successful track record.Ability to lead in-depth planning conversations.Expert relationship management skills.Able to work independently, resolving complex or ambiguous issues.Seasoned professional with a combination of education, experience and industry knowledge.Verbal & written communication skills - In-depth / Expert.Analytical and problem-solving skills - In-depth / Expert.Influence skills - In-depth / Expert.Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.Able to manage ambiguity.Data-driven decision making - In-depth / Expert.Salary:
$100,000.00 - $185,500.00Pay Type:
SalariedThe above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure.Benefits:
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.About Us:
BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good.We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management, and investment services.
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