Senior Premier Relationship Manager

BMO U.S.

Senior Premier Relationship Manager managing mass affluent client portfolios across multiple branch locations. Developing customer relationships and achieving sales targets while ensuring compliance with banking regulations.

Posted 4/2/2026full-timeGlencoe • Illinois • 🇺🇸 United StatesSenior💰 $57,500 - $106,500 per yearWebsite

About the role

Key responsibilities & impact

Proactively builds and manages an assigned portfolio of mass affluent clients
Acts as the primary client contact to uncover financial needs and provide solutions
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 by acquiring new assets
Review credit applications to ensure sound credit granting principles
Executes quality customer review meetings for retention and relationship expansion purposes
Educates clients about available digital options for conducting banking transactions
Liaises between clients and various departments to provide product support

Requirements

What you’ll need

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
Knowledge of banking products, associated services, pricing strategies
SIE Exam, Series 6, 63, 65, state Life and Health insurance licenses required
Series 7, 66 or 65 licenses preferred
Advanced understanding of deposit, loan, and banking products and practices
Excellent understanding of brokerage and insurance products
Excellent knowledge of business services, including retirement plans
Technical proficiency gained through education and/or business experience

Benefits

Comp & perks

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

consultative sales processcredit reviewbanking productspricing strategiesdeposit productsloan productsbrokerage productsinsurance productsbusiness servicesretirement plans

Soft Skills

client relationship managementcollaborationcommunicationproblem-solvingcustomer servicesales acumenproactive approacheducational skillsrecommendation skillsretention strategies

Certifications

SIE ExamSeries 6Series 63Series 65Life insurance licenseHealth insurance licenseSeries 7Series 66