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 branch locations and financial advisors to deliver personalized financial planning and banking solutions. The role serves as the primary client contact for banking, lending, and wealth-related needs and requires industry licensing.
Required Skills
- Relationship Management
- Financial Planning
- Portfolio Management
- Client Acquisition
- Sales
- Lending
- Deposit Products
- Credit Analysis
- Regulatory Compliance
- Digital Banking
+2 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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