Senior Premier Relationship Manager Licensed
BMO US(3 months ago)
About this role
A Senior Premier Relationship Manager at BMO manages and grows an assigned portfolio of mass-affluent clients, partnering with branch teams and financial advisors to deliver personalized financial planning and banking solutions. The role focuses on driving client financial progress through tailored deposit, lending, brokerage and insurance offerings while leveraging BMO’s digital tools and resources.
Required Skills
- Relationship Management
- Financial Planning
- Client Acquisition
- Banking Products
- Lending
- Credit Analysis
- Compliance
- Cross Selling
- Communication
- Collaboration
+1 more
Qualifications
- SIE Exam
- Series 6
- Series 63
- Life & Health License
- NMLS Registration
- Post-Secondary Degree Preferred
About BMO US
bmo.comBMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.
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