BMO Financial
Senior Premier Relationship Manager
BMO Financial, San Lorenzo, California, United States, 94580
Overview
This is a licensed position requiring the SIE, Series 6, 63, Life and Health.
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.
As a Licensed Senior Premier Relationship Manager at BMO, you will:
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. Work collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience.
Work with internal partnerships to leverage their expertise to provide comprehensive strategies and solutions for mass affluent customers’ financial needs.
Proactively build and manage an assigned portfolio of mass affluent clients across multiple branch locations.
Use a consultative sales process to develop strong customer relationships; act as client’s trusted advisor and primary point of contact.
Proactively work with the assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities.
Make key recommendations on products, pricing, and services; connect customers to business partner experts based on key financial decisions.
Achieve results and meet sales targets by acquiring new assets from existing client portfolio and new client acquisition.
Collaborate with 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 and recommend remedies to maintain asset and credit quality.
Conduct quality customer review meetings for retention and relationship expansion purposes.
Participate in the community to identify prospects and centers of influence for two-way referral relationships.
Provide individual and group training to mentor and coach branch personnel on mass affluent clients.
Educate clients about available digital options for conducting banking transactions and guide the use of digital and self-serve technologies.
Liaise between clients and various departments to provide product support and resolve issues within policy guidelines.
Follow security and safeguarding procedures and apply due diligence in accordance with Bank policies and ethical standards to prevent loss due to fraud, money laundering, or defalcation.
Maintain the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
Identify risks and take appropriate actions, including documentation and regulatory requirements to 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 with a focus on business within BMO; may have broader, enterprise-wide focus.
Exercise judgment to identify, diagnose, and solve problems within given rules; work independently on a range of complex tasks.
Qualifications
Typically between 4 - 6 years of relevant experience; post-secondary degree in related field 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 not 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, 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; collaboration & team skills; analytical and problem solving skills; influence skills; and data-driven decision making (in-depth).
U.S. Only This position will act as an originator of consumer loans as defined by Regulation Z and Regulation G, and the SAFEs Act. Federal registration with the Nationwide Mortgage Licensing System and Registry is required. A criminal background review and credit history evaluation will be required, with restrictions on real estate agent capacity as applicable.
Salary and Benefits Salary: $63,300.00 - $117,200.00
Pay Type: Salaried
The above represents BMO Financial Group’s pay range and type. Salaries vary based on location, skills, experience, education, and qualifications. Part-time roles are pro-rated. For commission roles, the listed salary represents the expected target for the first year. BMO’s total compensation package may include incentives and other perks, and benefits include health insurance and retirement plans. Details available on request.
About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. We create positive change for customers, communities and people. We offer training, coaching, and support to help you grow and make an impact.
Equal Employment Opportunity BMO is an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, gender expression, age, veteran status, disability, or any other protected characteristics. We also consider applicants with criminal histories, consistent with applicable laws. Reasonable accommodations are available on request at BMOCareers.Support@bmo.com.
Application Application Deadline: 02/08/2026
Address: 17833 Hesperian Blvd., San Lorenzo, CA
Job Function Job Family Group: Retail Banking Sales & Service
Location: San Lorenzo, CA, US
#J-18808-Ljbffr
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.
As a Licensed Senior Premier Relationship Manager at BMO, you will:
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. Work collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience.
Work with internal partnerships to leverage their expertise to provide comprehensive strategies and solutions for mass affluent customers’ financial needs.
Proactively build and manage an assigned portfolio of mass affluent clients across multiple branch locations.
Use a consultative sales process to develop strong customer relationships; act as client’s trusted advisor and primary point of contact.
Proactively work with the assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities.
Make key recommendations on products, pricing, and services; connect customers to business partner experts based on key financial decisions.
Achieve results and meet sales targets by acquiring new assets from existing client portfolio and new client acquisition.
Collaborate with 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 and recommend remedies to maintain asset and credit quality.
Conduct quality customer review meetings for retention and relationship expansion purposes.
Participate in the community to identify prospects and centers of influence for two-way referral relationships.
Provide individual and group training to mentor and coach branch personnel on mass affluent clients.
Educate clients about available digital options for conducting banking transactions and guide the use of digital and self-serve technologies.
Liaise between clients and various departments to provide product support and resolve issues within policy guidelines.
Follow security and safeguarding procedures and apply due diligence in accordance with Bank policies and ethical standards to prevent loss due to fraud, money laundering, or defalcation.
Maintain the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
Identify risks and take appropriate actions, including documentation and regulatory requirements to 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 with a focus on business within BMO; may have broader, enterprise-wide focus.
Exercise judgment to identify, diagnose, and solve problems within given rules; work independently on a range of complex tasks.
Qualifications
Typically between 4 - 6 years of relevant experience; post-secondary degree in related field 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 not 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, 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; collaboration & team skills; analytical and problem solving skills; influence skills; and data-driven decision making (in-depth).
U.S. Only This position will act as an originator of consumer loans as defined by Regulation Z and Regulation G, and the SAFEs Act. Federal registration with the Nationwide Mortgage Licensing System and Registry is required. A criminal background review and credit history evaluation will be required, with restrictions on real estate agent capacity as applicable.
Salary and Benefits Salary: $63,300.00 - $117,200.00
Pay Type: Salaried
The above represents BMO Financial Group’s pay range and type. Salaries vary based on location, skills, experience, education, and qualifications. Part-time roles are pro-rated. For commission roles, the listed salary represents the expected target for the first year. BMO’s total compensation package may include incentives and other perks, and benefits include health insurance and retirement plans. Details available on request.
About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. We create positive change for customers, communities and people. We offer training, coaching, and support to help you grow and make an impact.
Equal Employment Opportunity BMO is an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, gender expression, age, veteran status, disability, or any other protected characteristics. We also consider applicants with criminal histories, consistent with applicable laws. Reasonable accommodations are available on request at BMOCareers.Support@bmo.com.
Application Application Deadline: 02/08/2026
Address: 17833 Hesperian Blvd., San Lorenzo, CA
Job Function Job Family Group: Retail Banking Sales & Service
Location: San Lorenzo, CA, US
#J-18808-Ljbffr