Senior Premier Relationship Manager
BMO U.S.
full-time
Posted on:
Location Type: Hybrid
Location: Arizona • Colorado • United States
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Salary
💰 $51,800 - $95,900 per year
Job Level
About the role
- Serve as the customers’ relationship manager providing personalized attention
- Acts as the primary client contact to uncover financial needs
- Works collaboratively within the market, BMO partners, and the community
- Uses a consultative sales process to develop strong customer relationships
- Proactively works with assigned customer portfolio to uncover needs
- Makes key recommendations on products, pricing, and services
- Achieves results and meets sales targets
- Executes quality customer review meetings for retention and relationship expansion purposes
- Participates in the community to identify prospects and centers of influence
- Provides individual and group training to mentor and coach branch personnel
Requirements
- 4 - 6 years of relevant experience
- 7+ years of experience in a financial services organization
- Required: SIE Exam, Series 6, Series 63, Life & Health licenses
- 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
- Technical proficiency
Benefits
- Health insurance
- Accident and life insurance
- Tuition reimbursement
- Retirement savings plans
- Comprehensive benefits
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
client portfolio managementdeposit productsloan productsbanking productsbrokerage productsinsurance productsbusiness banking solutionsretirement planspersonal trust managementinvestment management
Soft skills
relationship managementconsultative salescollaborationcustomer servicementoringcoachingcommunicationproblem-solvingtrainingcommunity engagement
Certifications
SIE ExamSeries 6Series 63Life licenseHealth license