Senior Premier Relationship Manager

Responsibilities

• Proactively manage an assigned portfolio of mass affluent clients across multiple branch locations
• Act as a trusted advisor and primary point of contact to uncover financial needs and provide tailored solutions
• Achieve sales targets through new client acquisition and growing existing assets
• Make key recommendations on products, pricing, and services while linking clients to specialized business partners
• Review credit applications to ensure sound granting principles and maintain asset quality
• Participate in the community to identify prospects and build referral relationships with centers of influence
• Mentor and coach branch personnel to enhance their knowledge of the mass affluent segment
• Educate clients on digital banking options and self-serve technologies
• Ensure compliance with all regulatory, security, and safeguarding procedures to prevent fraud and money laundering

Requirements

• 4-6 years of relevant experience in financial services
• Required licenses: SIE Exam, Series 6, 63, 65, and State Life and Health insurance licenses
• Preferred licenses: Series 7, 66, or 65
• Deep knowledge of banking products, brokerage and insurance products, and investment management
• Strong understanding of retirement plans, business banking solutions, and succession planning
• Proficiency in personal trust, cash flow analysis, and credit risk policies
• Excellent verbal and written communication, analytical, and problem-solving skills

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.