Senior Premier Relationship Manager
BMO US(2 months ago)
About this role
A Senior Premier Relationship Manager at BMO manages and grows an assigned portfolio of mass-affluent clients, partnering with multiple branch locations and financial advisors. The role focuses on delivering tailored banking and financial planning solutions, acting as the primary client contact and banking product expert. It supports clients across deposit, lending, brokerage, insurance, and wealth services to help them achieve their financial goals.
Required Skills
- Relationship Management
- Financial Planning
- Sales
- Client Acquisition
- Credit Analysis
- Compliance
- Communication
- Collaboration
- Digital Banking
- Portfolio Management
Qualifications
- SIE
- 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.
View more jobs at BMO US →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at BMO US
Similar Jobs
Premier Relationship Manager
OCBC Bank(27 days ago)
Premier Relationship Manager
OCBC Bank(2 months ago)
Premier Relationship Manager
OCBC Bank(5 months ago)
Premier Relationship Manager
OCBC Bank(4 months ago)
Premier Banking Affluent Client Relationship Management - MGR
OCBC Bank(7 months ago)
Premier Relationship Manager
OCBC Bank(6 months ago)