Senior Premier Relationship Manager

Responsibilities

• Proactively manage an assigned portfolio of mass affluent clients to uncover financial needs and provide meaningful banking solutions.
• Act as a trusted advisor and primary point of contact, using a consultative sales process to develop strong customer relationships.
• Identify and execute sales opportunities by making recommendations on products, pricing, and services.
• Collaborate with branch partners and community influencers to build referral relationships and acquire new clients.
• Review credit applications to ensure sound credit granting principles and maintain asset quality.
• Mentor and coach branch personnel to enhance their knowledge of the mass affluent client segment.
• Educate clients on digital banking options and self-serve technologies.
• Ensure compliance with all regulatory, security, and safeguarding procedures to prevent fraud and maintain operational integrity.

Requirements

• 4 to 6 years of relevant experience in financial services.
• Required licenses: SIE Exam, Series 6, 63, 65, and State Life and Health insurance licenses (must be obtained within 120 days of start date if not currently held).
• Strong knowledge of banking products, associated services, and pricing strategies.
• Deep understanding of brokerage and insurance products.
• Expertise in business services, including retirement plans, business banking solutions, and succession planning.
• Proficiency in personal trust and investment management.
• Excellent verbal and written communication, analytical, and problem-solving skills.

Preferred Qualifications

• Post-secondary degree in a related field of study.
• Possession of Series 7, 66, or additional 65 licenses.

About the Company

BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management, and investment services to more than 12 million customers across Canada, the United States, and globally.