Hispanic Alliance for Career Enhancement
Senior Premier Relationship Manager
Hispanic Alliance for Career Enhancement, Orinda, California, United States, 94563
Application Deadline: 02/08/2026
Address: 21 Moraga Way
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.
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 customers' relationship manager providing personalized attention to uncover their specific financial needs and goals, backed by BMO's expertise, technology and resources.
Act as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies.
Use a consultative sales process to develop strong customer relationships and act as client’s trusted advisor and primary point of contact.
Proactively build and manage an assigned portfolio of mass affluent clients across multiple branch locations.
Collaborate within the market, with BMO partners, and the community to build relationships and deliver the desired customer experience.
Engage branch business partners to identify existing customers that meet the target profile and create a calling plan.
Review credit applications to ensure sound credit‑granting principles, recommend remedies, and maintain acceptable asset and credit quality.
Conduct quality customer review meetings for retention and relationship expansion.
Actively participate in the community to identify prospects through relationship building and build two‑way referral relationships.
Provide individual and group training to mentor and coach branch personnel around the mass affluent client.
Educate clients about digital options for banking transactions and guide them in using digital and self‑serve technologies.
Liaise between clients and various departments across the organization to provide product support, diagnose, and solve problems within given rules.
Follow security and safeguarding procedures, applying due diligence in accordance with bank policies and ethical standards to prevent loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
Maintain confidentiality of customer and bank information in compliance with bank policies and procedures.
Identify risks, document required regulatory actions, and maintain operational integrity.
Monitor exception reports and take action to remove exceptions.
Support the execution of strategic initiatives in collaboration with internal and external stakeholders.
Deliver timely, accurate, and efficient service.
Exercise judgment to identify, diagnose, and solve problems within given rules.
Work independently on complex tasks, including unique situations, and take on broader work or accountabilities as assigned.
Make key recommendations on products, pricing, and services, linking customers to business partner experts based on key financial decisions.
Achieve results and meet sales targets by acquiring new assets from the existing client portfolio and via new client acquisition.
Qualifications
Typically between 4–6 years of relevant experience; post‑secondary degree in a related field is preferred but 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 not currently held, must be obtained within six months of role start).
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 law and regulation, 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.
Excellent understanding of personal trust and investment management.
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.
U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a federal registration with the Nationwide Mortgage Licensing System and Registry. The bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real‑estate agent capacity.
Salary $63,300.00 – $117,200.00
Pay Type Salaried
The 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. Salaries for part‑time roles will be pro‑rated based on the number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. 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. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit https://jobs.bmo.com/global/en/Total-Rewards
About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in‑depth training and coaching, to manager support and network‑building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is proud to be 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.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. 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 and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
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Address: 21 Moraga Way
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.
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 customers' relationship manager providing personalized attention to uncover their specific financial needs and goals, backed by BMO's expertise, technology and resources.
Act as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies.
Use a consultative sales process to develop strong customer relationships and act as client’s trusted advisor and primary point of contact.
Proactively build and manage an assigned portfolio of mass affluent clients across multiple branch locations.
Collaborate within the market, with BMO partners, and the community to build relationships and deliver the desired customer experience.
Engage branch business partners to identify existing customers that meet the target profile and create a calling plan.
Review credit applications to ensure sound credit‑granting principles, recommend remedies, and maintain acceptable asset and credit quality.
Conduct quality customer review meetings for retention and relationship expansion.
Actively participate in the community to identify prospects through relationship building and build two‑way referral relationships.
Provide individual and group training to mentor and coach branch personnel around the mass affluent client.
Educate clients about digital options for banking transactions and guide them in using digital and self‑serve technologies.
Liaise between clients and various departments across the organization to provide product support, diagnose, and solve problems within given rules.
Follow security and safeguarding procedures, applying due diligence in accordance with bank policies and ethical standards to prevent loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
Maintain confidentiality of customer and bank information in compliance with bank policies and procedures.
Identify risks, document required regulatory actions, and maintain operational integrity.
Monitor exception reports and take action to remove exceptions.
Support the execution of strategic initiatives in collaboration with internal and external stakeholders.
Deliver timely, accurate, and efficient service.
Exercise judgment to identify, diagnose, and solve problems within given rules.
Work independently on complex tasks, including unique situations, and take on broader work or accountabilities as assigned.
Make key recommendations on products, pricing, and services, linking customers to business partner experts based on key financial decisions.
Achieve results and meet sales targets by acquiring new assets from the existing client portfolio and via new client acquisition.
Qualifications
Typically between 4–6 years of relevant experience; post‑secondary degree in a related field is preferred but 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 not currently held, must be obtained within six months of role start).
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 law and regulation, 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.
Excellent understanding of personal trust and investment management.
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.
U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a federal registration with the Nationwide Mortgage Licensing System and Registry. The bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real‑estate agent capacity.
Salary $63,300.00 – $117,200.00
Pay Type Salaried
The 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. Salaries for part‑time roles will be pro‑rated based on the number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. 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. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit https://jobs.bmo.com/global/en/Total-Rewards
About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in‑depth training and coaching, to manager support and network‑building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is proud to be 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.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. 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 and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
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