Senior Premier Relationship Manager

Location

2501 E. Whitmore Ave.
Job Family Group

Retail Banking Sales & Service
Responsibilities

Proactively build and manage an assigned portfolio of mass affluent clients across multiple branch locations.
Act as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory policies.
Use a consultative sales process to develop strong customer relationships, serving as the client’s trusted advisor and primary point of contact.
Work with the customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities.
Make key recommendations on products, pricing, and services; link customers to business partner experts based on key financial decisions.
Acquire new assets from existing client portfolio and new client acquisition to meet sales targets.
Collaborate with branch business partners to identify 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 acceptable asset and credit quality.
Execute quality customer review meetings for retention and relationship expansion purposes.
Participate in community outreach to identify prospects and two‑way referral relationships with centers of influence such as law and accounting firms.
Provide individual and group training to mentor and coach branch personnel in mass affluent client management.
Educate clients about available digital options for banking transactions and guide the use of digital and self‑serve technologies.
Liaise between clients and various organization departments to provide product support and diagnose and solve problems within given rules.
Follow security and safeguarding procedures and apply due diligence 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 and take appropriate actions, including documentation and regulatory compliance, to maintain operational integrity.
Monitor individual exception reports and take action to eliminate exceptions.
Support the execution of strategic initiatives in collaboration with internal and external stakeholders.
Exercise judgment to identify, diagnose, and solve problems within given rules.
Work independently on complex tasks, possibly unique situations, and take measured risks while protecting the bank.
Qualifications

4–6 years of relevant experience in financial services; post‑secondary degree in a related field preferred, not required.
Proven experience demonstrating knowledge of banking products, associated services, pricing strategies, and profitability management.
Advanced understanding of deposit, loan, 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, business services including retirement plans, business banking solutions, insurance, and succession planning; personal trust and investment management.
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 skills: in‑depth.
SIE Exam, Series 6, 63, 65, and state Life and Health insurance licenses required; Series7, 66, or 65 licenses preferred, and, if not held, required within 120 days of role start.
U.S. only: This position will act as an originator of consumer loans as defined by RegulationZ, RegulationG, and the SAFE Act; requires federal registration with the Nationwide Mortgage Licensing System and Registry.
Criminal background review and credit history evaluation will be required for this role.
Compensation & Benefits

Salary range: $57,500.00 – $106,500.00 (salaried, commission structure may apply).
Total compensation may include performance‑based incentives, discretionary bonuses, and other perks and rewards.
Benefits include health insurance (medical, dental, vision), tuition reimbursement, accident and life insurance, and retirement savings plans.
Benefits details are available at https://jobs.bmo.com/global/en/Total-Rewards.
Equal Employment Opportunity

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.

#J-18808-Ljbffr