Senior Premier Relationship Manager
BMO U.S., Bartlett, IL, United States
This is a licensed position requiring the SIE, Series 6, 63, 65 and state Life and Health insurance licenses. Series 7, 66 or 65 licenses are preferred.
Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations. Acts as the primary client contact, uncovering financial needs and providing meaningful solutions in compliance with regulatory policies. Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience.
Uses a consultative sales process to develop strong customer relationships; acts as client’s trusted advisor and primary point of contact.
Proactively works with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities.
Makes key recommendations on products, pricing, and services; links customer to business partner experts based on key financial decisions.
Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition.
Proactively works with branch business partners to identify existing customers that meet the target profile and create a calling plan.
Reviews credit applications to ensure sound credit granting principles; recommends remedies to maintain acceptable asset and credit quality.
Executes quality customer review meetings for retention and relationship expansion purposes.
Actively participates in the community to identify prospects through relationship building efforts and identify centers of influence and two‑way referral relationships.
Provides individual and group training to mentor and coach branch personnel, enhancing their knowledge and skills around the mass affluent client.
Educates clients about available digital options for conducting banking transactions and provides guidance in the use of digital and self‑serve technologies.
Liaises between clients and various departments across the organization to provide product support and solve problems within given rules.
Follows security and safeguarding procedures and applies due diligence in accordance with bank policies and ethical standards for preventing loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
Maintains confidentiality of customer and bank information in compliance with policies and procedures.
Identifies risks and takes appropriate actions, including documentation and regulatory requirements, to maintain operational integrity.
Monitors individual exception reports and takes action to remove exceptions.
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Executes work to deliver timely, accurate, and efficient service.
Focuses primarily on business/group within BMO; may have broader, enterprise‑wide focus.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently on a range of complex tasks, including unique situations.
Broader work or accountabilities may be assigned as needed.
Takes measured risks while protecting the bank by applying the Risk Management Framework and in line with the bank’s risk appetite, making sound risk‑informed decisions that align with strategy, protect assets, and comply with applicable laws and regulations.
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). It requires a federal registration with the Nationwide Mortgage Licensing System and Registry. A criminal background review and credit history evaluation will also be required, and restrictions on performing in a real estate agent capacity apply.
Salary
$57,500.00 - $106,500.00 Pay Type
Salaried Qualifications
Typically between 4‑6 years of relevant experience; post‑secondary degree in a related field preferred, not required. Proven experience in a financial services organization demonstrating knowledge of banking products, associated services, pricing strategies, and profitability management. Required SIE Exam, Series 6, 63, 65, state Life and Health insurance licenses; Series 7, 66 or 65 licenses preferred. If licenses are not currently held, they are required within 120 days of the 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 and written communication skills – in‑depth. Collaboration and team skills – in‑depth. Analytical and problem‑solving skills – in‑depth. Influence skills – in‑depth. Data‑driven decision making – in‑depth. BMO is a proud 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, protected veteran status, 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.
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$57,500.00 - $106,500.00 Pay Type
Salaried Qualifications
Typically between 4‑6 years of relevant experience; post‑secondary degree in a related field preferred, not required. Proven experience in a financial services organization demonstrating knowledge of banking products, associated services, pricing strategies, and profitability management. Required SIE Exam, Series 6, 63, 65, state Life and Health insurance licenses; Series 7, 66 or 65 licenses preferred. If licenses are not currently held, they are required within 120 days of the 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 and written communication skills – in‑depth. Collaboration and team skills – in‑depth. Analytical and problem‑solving skills – in‑depth. Influence skills – in‑depth. Data‑driven decision making – in‑depth. BMO is a proud 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, protected veteran status, 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.
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