Premier Client Specialist

Responsibilities

• Act as the primary client contact to uncover financial needs and provide holistic banking and investment solutions
• Drive new client acquisition and grow assets under management (AUM) through deposits and investments
• Take a consultative approach to relationship building, providing guidance on products such as annuities, mutual funds, 529s, and life insurance
• Collaborate with Financial Advisors to address complex client financial needs
• Develop and execute business plans and sales strategies to achieve specific objectives
• Build relationships with Centers of Influence (COIs), such as law and accounting firms, to generate referrals
• Promote the adoption of digital banking platforms and features among clients
• Monitor sales and service performance to identify and close performance gaps
• Ensure all activities comply with regulatory policies, risk management frameworks, and ethical standards

Requirements

• 3+ years of relevant experience in financial services
• Possession of SIE Exam, Series 6, Series 63, and Series 65 licenses
• State Life and Health insurance licenses
• Note: If licenses are not currently held, they must be obtained within 120 days of the start date
• Strong knowledge of banking products, including deposits, loans, and credit risk policies
• In-depth understanding of brokerage and insurance products
• Proficiency in client portfolio management and financial needs discovery

Preferred Qualifications

• Post-secondary degree in a related field of study
• Series 7 or Series 66 licenses

About the Company

BMO is a leading North American bank driven by a purpose to Boldly Grow the Good in business and life. Serving more than 12 million customers, we provide personal and commercial banking, wealth management, and investment services. We are committed to creating lasting, positive change for our customers, our communities, and our people.