Senior Premier Relationship Manager
BMO US(7 days ago)
About this role
A Senior Premier Relationship Manager at BMO manages and grows a portfolio of mass affluent clients by providing personalized financial planning and banking solutions. The role involves collaboration with multiple branch locations and financial advisors to deliver a differentiated customer experience. The position requires licensing and extensive experience in financial services, focusing on building relationships and providing tailored financial advice.
Required Skills
- Financial Planning
- Relationship Management
- Banking Products
- Customer Service
- Sales Skills
- Credit Analysis
- Financial Advisory
- Regulatory Compliance
- Lending
- Insurance
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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