Hispanic Alliance for Career Enhancement
Senior Premier Relationship Manager
Hispanic Alliance for Career Enhancement, Huntley, Illinois, United States, 60142
Application Deadline: 01/06/2026
Address: 12920 S. IL Route 47
Job Family Group: Retail Banking Sales & Service
This is a licensed position requiring the SIE, Series 6, 63, Life and Health The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next.
Role Overview A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass affluent clients. Each RM partners with multiple branch locations and a team of financial advisors to identify new opportunities and deliver a differentiated experience. Our customer‑centric approach prioritizes client goals through financial planning, delivering solutions that are tailor‑made for the individual. Premier Relationship Managers play the role of our banking product experts and process all banking solutions, including checking, savings, and lending needs.
Responsibilities
Serve as the customer’s relationship manager providing personalized attention to uncover their specific financial needs and goals, backed by BMO's expertise, technology and resources.
Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies. Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience.
Work with internal partnerships to leverage expertise to provide comprehensive strategies and solutions for affluent customers.
Enjoy a competitive base salary, quarterly incentives, and annual bonus opportunities, as well as comprehensive benefits with a company that celebrates big ideas, supports personal and professional growth, and makes a real impact in local communities.
Use a consultative sales process to develop strong customer relationships and act as client’s trusted advisor and primary point of contact.
Proactively work with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities.
Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition.
Execute quality customer review meetings for retention and relationship expansion purposes.
Actively participate in the community to identify prospects through relationship building efforts and identify centres of influence (e.g. law and accounting firms) and referral relationships.
Provide individual and group training to mentor and coach branch personnel to enhance knowledge and skills around the mass affluent client.
Educate clients about available digital options for conducting banking transactions and provide guidance in the use of digital and self‑serve technologies.
Liaise between clients and various departments across the organization to provide product support as well as diagnose and solve problems within given rules.
Follow security and safeguarding procedures and apply due diligence in accordance with Bank policies and ethical standards.
Maintain confidentiality of customer and Bank information in compliance with Bank policies and procedures.
Identify risks and take appropriate actions, including all documentation and regulatory requirements to maintain operational integrity.
Monitor individual exception reports and take action to remove exceptions.
Support execution of strategic initiatives in collaboration with internal and external stakeholders.
Execute work to deliver timely, accurate, and efficient service.
Exercise judgment to identify, diagnose, and solve problems within given rules.
Work independently on a range of complex tasks, which may include unique situations.
Qualifications
Typically between 4 - 6 years of relevant experience; post‑secondary degree in related field of study preferred, not required.
7+ years of experience in a financial services organization with knowledge of banking products, services, pricing, and profitability.
Required: SIE Exam, Series 6, Series 63, Life & Health licenses (if licenses not currently held, required within six months of role start date).
Advanced understanding of deposit, loan (including mortgage) and banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards, supporting processes, applicable legal and regulatory requirements, and Bank policies.
Excellent understanding of brokerage and insurance products.
Excellent knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning – required.
Excellent understanding of personal trust and investment management – required.
In‑depth knowledge of client portfolio management.
Technical proficiency gained through education and/or business experience.
Verbal & written communication skills – in‑depth.
Collaboration & team skills – in‑depth.
Analytical and problem‑solving skills – in‑depth.
Influence skills – in‑depth.
Data‑driven decision making – in‑depth.
Benefits Competitive base salary, quarterly incentives, annual bonus opportunities, comprehensive health insurance, tuition reimbursement, accident and life insurance, retirement savings plans and other perks. Salary range: $57,500.00 – $106,500.00. Positions vary by location and experience.
About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. We thrive on diversity & inclusion and put the customer first.
Equal Opportunity BMO is an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
Accommodations If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to BMOCareers.Support@bmo.com.
Contact Visit us at http://jobs.bmo.com/us/en.
#J-18808-Ljbffr
Address: 12920 S. IL Route 47
Job Family Group: Retail Banking Sales & Service
This is a licensed position requiring the SIE, Series 6, 63, Life and Health The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next.
Role Overview A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass affluent clients. Each RM partners with multiple branch locations and a team of financial advisors to identify new opportunities and deliver a differentiated experience. Our customer‑centric approach prioritizes client goals through financial planning, delivering solutions that are tailor‑made for the individual. Premier Relationship Managers play the role of our banking product experts and process all banking solutions, including checking, savings, and lending needs.
Responsibilities
Serve as the customer’s relationship manager providing personalized attention to uncover their specific financial needs and goals, backed by BMO's expertise, technology and resources.
Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies. Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience.
Work with internal partnerships to leverage expertise to provide comprehensive strategies and solutions for affluent customers.
Enjoy a competitive base salary, quarterly incentives, and annual bonus opportunities, as well as comprehensive benefits with a company that celebrates big ideas, supports personal and professional growth, and makes a real impact in local communities.
Use a consultative sales process to develop strong customer relationships and act as client’s trusted advisor and primary point of contact.
Proactively work with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities.
Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition.
Execute quality customer review meetings for retention and relationship expansion purposes.
Actively participate in the community to identify prospects through relationship building efforts and identify centres of influence (e.g. law and accounting firms) and referral relationships.
Provide individual and group training to mentor and coach branch personnel to enhance knowledge and skills around the mass affluent client.
Educate clients about available digital options for conducting banking transactions and provide guidance in the use of digital and self‑serve technologies.
Liaise between clients and various departments across the organization to provide product support as well as diagnose and solve problems within given rules.
Follow security and safeguarding procedures and apply due diligence in accordance with Bank policies and ethical standards.
Maintain confidentiality of customer and Bank information in compliance with Bank policies and procedures.
Identify risks and take appropriate actions, including all documentation and regulatory requirements to maintain operational integrity.
Monitor individual exception reports and take action to remove exceptions.
Support execution of strategic initiatives in collaboration with internal and external stakeholders.
Execute work to deliver timely, accurate, and efficient service.
Exercise judgment to identify, diagnose, and solve problems within given rules.
Work independently on a range of complex tasks, which may include unique situations.
Qualifications
Typically between 4 - 6 years of relevant experience; post‑secondary degree in related field of study preferred, not required.
7+ years of experience in a financial services organization with knowledge of banking products, services, pricing, and profitability.
Required: SIE Exam, Series 6, Series 63, Life & Health licenses (if licenses not currently held, required within six months of role start date).
Advanced understanding of deposit, loan (including mortgage) and banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards, supporting processes, applicable legal and regulatory requirements, and Bank policies.
Excellent understanding of brokerage and insurance products.
Excellent knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning – required.
Excellent understanding of personal trust and investment management – required.
In‑depth knowledge of client portfolio management.
Technical proficiency gained through education and/or business experience.
Verbal & written communication skills – in‑depth.
Collaboration & team skills – in‑depth.
Analytical and problem‑solving skills – in‑depth.
Influence skills – in‑depth.
Data‑driven decision making – in‑depth.
Benefits Competitive base salary, quarterly incentives, annual bonus opportunities, comprehensive health insurance, tuition reimbursement, accident and life insurance, retirement savings plans and other perks. Salary range: $57,500.00 – $106,500.00. Positions vary by location and experience.
About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. We thrive on diversity & inclusion and put the customer first.
Equal Opportunity BMO is an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
Accommodations If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to BMOCareers.Support@bmo.com.
Contact Visit us at http://jobs.bmo.com/us/en.
#J-18808-Ljbffr