Sr Premier Relationship Manager

Sr Premier Relationship Manager Apply locations: Anaheim, CA, USA Are you the right applicant for this opportunity Find out by reading through the role overview below. Time Type: Full time Posted on: Posted 4 Days Ago Job Requisition ID: R240029462 Application Deadline: 12/29/2024 Address: 619 S. Brookhurst Job Family Group: Retail Banking Sales & Service This is a licensed position requiring the SIE, Series 6, 63, Life and Health The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next. A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass affluent clients. Each RM partners with multiple branch locations and a team of financial advisors to identify new opportunities and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor made for the individual. Premier Relationship Managers play the role of our banking product experts and process all banking solutions, including checking, savings, and lending needs. As a Licensed Senior Premier Relationship Manager at BMO, you will: Serve as the customers' relationship manager providing personalized attention to uncover their specific financial needs and goals, backed by BMO's expertise, technology and resources. Act as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies. Work collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience. Work with your internal partnerships to leverage their expertise to provide comprehensive strategies and solutions for our affluent customers' financial needs. Enjoy a competitive base salary, quarterly incentives and annual bonus opportunities, as well as comprehensive benefits with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. Qualifications: Typically between 4 - 6 years of relevant experience; post-secondary degree in related field of study preferred, not required. 7+ years of experience in a financial services organization with knowledge of banking products, services, pricing, and profitability. Required: SIE Exam, Series 6, Series 63, Life & Health licenses (if licenses not currently held, required within six months of role start date). Advanced understanding of deposit, loan (including mortgage) and banking products and practices. Excellent understanding of brokerage and insurance products. Excellent knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning. Excellent understanding of personal trust and investment management. In-depth knowledge of client portfolio management. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. Salary: $56,000.00 - $104,000.00 Pay Type: Salaried BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. We're here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. #J-18808-Ljbffr

Created: 2025-01-03