Senior Premier Relationship Manager
BMO US(1 month ago)
About this role
A Senior Premier Relationship Manager at BMO manages and grows an assigned portfolio of mass-affluent clients, partnering with branch locations and financial advisors to support clients' financial goals. The licensed role focuses on delivering tailored banking, lending, brokerage, and insurance solutions while serving as the primary client contact for relationship management.
Required Skills
- Relationship Management
- Financial Planning
- Deposit Products
- Lending
- Credit Analysis
- Investment Management
- Client Acquisition
- Regulatory Compliance
- Communication
- Collaboration
+2 more
Qualifications
- SIE Exam
- Series 6
- Series 63
- Life & Health Licenses
- 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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