Senior Premier Relationship Manager

Responsibilities

• Proactively build and manage an assigned portfolio of mass affluent clients across multiple branch locations.
• Act as the primary client contact and trusted advisor to uncover financial needs and provide meaningful solutions.
• Utilize a consultative sales process to identify additional sales opportunities and meet acquisition and asset targets.
• Make key recommendations regarding products, pricing, and services, 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 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

• 4-6 years of relevant experience in financial services.
• Possession of SIE Exam, Series 6, 63, and 65 licenses, as well as State Life and Health insurance licenses (or ability to obtain them within 120 days of hire).
• Proven knowledge of banking products, pricing strategies, and profitability management.
• Strong understanding of brokerage and insurance products.
• In-depth knowledge of business services, including retirement plans, business banking, and succession planning.
• Expertise 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 or Series 66 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.