Senior Premier Relationship Manager
BMO U.S.
full-time
Posted on:
Location Type: Hybrid
Location: Virtual • Illinois • United States
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Salary
💰 $51,800 - $95,900 per year
Job Level
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
- Works collaboratively within the market, BMO partners, and the community to build relationships
- Uses a consultative sales process to develop strong customer relationships
- Achieves results and meets sales targets by acquiring new assets
- Executes quality customer review meetings for retention and relationship expansion purposes
- Actively participates in the community to identify prospects through relationship building efforts
- Provides individual and group training in order to mentor and coach branch personnel
Requirements
- Typically between 4 - 6 years of relevant experience
- post-secondary degree in related field of study preferred, not required
- Proven experience in a financial services organization demonstrating knowledge of banking products
- Series 6, 63, 65, state Life and Health insurance licenses required; Series 7, 66 or 65 licenses preferred
- Advanced understanding of deposit, loan (including mortgage) and banking products
- Excellent understanding of brokerage and insurance products
- In-depth knowledge of client portfolio management
- Technical proficiency gained through education and/or business experience
Benefits
- health insurance
- tuition reimbursement
- accident and life insurance
- retirement savings plans
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
client portfolio managementbanking productsdeposit productsloan productsmortgage productsbrokerage productsinsurance productsconsultative sales processcustomer relationship managementfinancial needs analysis
Soft Skills
relationship buildingcollaborationmentoringcoachingcommunicationproblem-solvingcustomer servicesales acumencommunity engagementresults-oriented
Certifications
Series 6 licenseSeries 63 licenseSeries 65 licenseLife insurance licenseHealth insurance licenseSeries 7 licenseSeries 66 license