Senior Premier Relationship Manager
BMO US(1 month ago)
About this role
A Licensed Senior Premier Relationship Manager at BMO manages and grows an assigned portfolio of mass-affluent clients across multiple branch locations, serving as the primary client contact. The role focuses on delivering tailored financial planning and banking solutions by leveraging BMO’s resources and partnerships to support clients’ deposit, lending, brokerage, insurance, and wealth needs.
Required Skills
- Relationship Management
- Financial Planning
- Banking Products
- Lending
- Credit Analysis
- Sales
- Portfolio Management
- Compliance
- Communication
- Collaboration
+3 more
Qualifications
- SIE Exam
- Series 6
- Series 63
- Life & Health License
- Post-Secondary Degree (Preferred)
- NMLS 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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