Senior Premier Relationship Manager
BMO US(3 months ago)
About this role
A Senior Premier Relationship Manager at BMO manages and grows a portfolio of mass-affluent clients across multiple branch locations, acting as the primary client contact and banking product expert. The role emphasizes personalized financial planning and delivering tailored banking, lending, brokerage and insurance solutions while collaborating with internal partners and financial advisors. This licensed position supports client acquisition, retention and cross-selling while ensuring regulatory and compliance requirements are met.
Required Skills
- Relationship Management
- Financial Planning
- Banking Products
- Lending
- Credit Analysis
- Sales
- Client Acquisition
- Communication
- Compliance
- Collaboration
+2 more
Qualifications
- SIE Exam
- Series 6
- Series 63
- Life & Health License
- Post-Secondary Degree Preferred
- NMLS Registration (SAFE Act)
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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