ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.

Features

Auto Apply Resume Optimizer Cover Letter Optimizer Interview Prep

Company

Social Media

Need Help?

team@applyblast.com

Premier Client Specialist at BMO - ApplyBlast

Premier Client Specialist

BMO

5 months ago

3.6 on Glassdoor

Evergreen Park, IL, USA

Onsite

Full Time

Senior

0 applicants

View Job Listing

Apply to 100+ jobs

About this role

This role acts as the primary client contact to uncover financial needs and provide holistic banking and investment solutions, focusing on new client acquisition and growingAssets Under Management. The position involves developing financial recommendations, executing sales strategies, and mentoring branch personnel to serve mass affluent clients within a retail banking environment.

Responsibilities

Develop and execute sales strategies to acquire new assets
Provide financial advice through simplified advisory accounts and insurance
Mentor branch personnel to enhance mass affluent client knowledge
Monitor sales performance and implement action plans to close gaps
Ensure compliance with banking policies and risk management frameworks

Skills

Qualifications

SIE ExamSeries 53Series 63Series 65Series 7

About BMO

bmo.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

1817

View Profile

BMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.