Senior Premier Relationship Manager
BMO US(1 month ago)
About this role
A Licensed Senior Premier Relationship Manager at BMO oversees and deepens relationships with mass affluent clients across multiple branch locations. The role serves as the primary client contact and banking product expert, coordinating with internal partners and financial advisors to deliver tailored wealth, banking, and lending solutions while operating within regulatory requirements.
Required Skills
- Relationship Management
- Financial Planning
- Sales
- Credit Analysis
- Compliance
- Client Acquisition
- Portfolio Management
- Trust Management
- Communication
- Collaboration
+1 more
Qualifications
- Post-Secondary Degree (Preferred)
- SIE
- Series 6
- Series 63
- Life & Health
- NMLS Registration
- S.A.F.E. Act Registration
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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