Senior Premier Relationship Manager
BMO US(3 months ago)
About this role
A Licensed Senior Premier Relationship Manager who manages and grows a portfolio of mass affluent clients across multiple branch locations. The role partners with branch teams and financial advisors to deliver tailored financial and banking solutions, including deposits, lending, brokerage, and insurance. It focuses on deepening client relationships through comprehensive financial planning and referrals while maintaining regulatory compliance.
Required Skills
- Relationship Management
- Financial Planning
- Banking Products
- Lending
- Credit Analysis
- Portfolio Management
- Client Acquisition
- Compliance
- Sales
- Communication
+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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