Senior Premier Relationship Manager
BMO US(2 months 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. The role focuses on delivering personalized financial solutions, partnering with internal experts and advisors, and providing a differentiated, client-centric banking experience. It supports customers’ checking, savings, lending and wealth needs while representing BMO in the community.
Required Skills
- Relationship Management
- Financial Planning
- Banking Products
- Client Acquisition
- Credit Review
- Compliance
- Portfolio Management
- Risk Assessment
- Communication
- Collaboration
+2 more
Qualifications
- SIE
- Series 6
- Series 63
- Life and 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.
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(5 months ago)
Premier Relationship Manager - Kota Bharu
OCBC Bank(3 months ago)
Premier Relationship Manager
OCBC Bank(4 months ago)
Premier Client Banker - PNC Wealth Management
Quantitative Marketing(1 month ago)
Premier Relationship Manager
OCBC Bank(2 months ago)
Premier Banking Affluent Client Relationship Management - AM
OCBC Bank(2 months ago)