BMO U.S.

Senior Premier Relationship Manager

BMO U.S.

full-time

Posted on:

Location Type: Office

Location: Carol Stream • Illinois • United States

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Salary

💰 $57,500 - $106,500 per year

Job Level

Senior

About the role

  • Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations
  • Acts as the primary client contact to uncover financial needs and provide meaningful solutions
  • Uses a consultative sales process to develop strong customer relationships, acts as client’s trusted advisor
  • Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition
  • Executes quality customer review meetings for retention and relationship expansion purposes
  • Actively participates in the community to identify prospects through relationship building efforts

Requirements

  • Typically, between 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
  • Excellent understanding of brokerage and insurance products
  • Excellent knowledge of business services, including retirement plans
  • Excellent understanding of personal trust and investment management
  • In-depth knowledge of client portfolio management
  • Technical proficiency gained through education and/or business experience
  • 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
Benefits
  • Health insurance
  • Tuition reimbursement
  • Accident and life insurance
  • 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 & Tools
client portfolio managementdeposit productsloan productsbanking productsbrokerage productsinsurance productsretirement planspersonal trustinvestment managementdata driven decision making
Soft Skills
verbal communicationwritten communicationcollaborationteam skillsanalytical skillsproblem-solving skillsinfluence skillsrelationship buildingconsultative salescustomer relationship management
Certifications
SIE ExamSeries 6Series 63Life licenseHealth license