BMO Financial Group
Retail Banking
PremierClientSpecialist
“Premier Client Specialist at BMO Financial Group. Skills: Client acquisition, AUM growth, Investment penetration. Act as primary client contact to uncover financial needs. Provide holistic banking and investment solutions”
What You'll Achieve.
Achieves results and meets sales targets; New client acquisition; Growing overall AUM; Increasing investment penetration within portfolio; Sales objectives; Client retention; Relationship expansion
Industry & Context.
Exercises judgment to identify, diagnose, and solve problems within given rules.
This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S. A. F. E. Act)., This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry., A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.
What They're Looking For.
Must Have
Proven experience in a financial services organization demonstrating knowledge of banking products, associated services, pricing strategies, and profitability management., Advanced understanding of deposit, loan (including mortgage) and banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards, supporting processes, applicable legal and regulatory requirements, and Bank policies., In-depth understanding of brokerage and insurance products., In-depth knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning., In-depth understanding of personal trust and investment management., In-depth knowledge of client portfolio management., Technical proficiency gained through education and/or business experience.
Nice to Have
SIE Exam, Series 6, 63, 65, state Life and Health insurance licenses Series 7, 66 or 65 licenses preferred., If licenses are not currently held, they are required within 120 days of the role start date.
What You'll Do.
Act as primary client contact to uncover financial needs
Provide holistic banking and investment solutions
Build relationships and deliver desired customer experience
Acquire new assets from existing client portfolio
Introduce and guide clients to use digital platforms
Develop and maintain a business plan
Identify value creation opportunities
Participate in community to identify prospects
Coordinate outreach efforts for events
Cultivate strategic relationships with clients
Source new revenue and investments
Deliver consistent client service
Support client onboarding and documentation
Escalate complex client situations
Develop product knowledge and financial expertise
Support execution of strategic initiatives
Build effective relationships with stakeholders
Monitor sales and service performance
Provide training to mentor and coach personnel
Review credit applications
Follow security and safeguarding procedures
Maintain confidentiality of customer information
Execute work to deliver timely service
Execute quality customer review meetings
Exercise judgment to solve problems
Work independently on complex tasks
Take measured risks protecting the bank
How You'll Work.
Team & Collaboration
Works collaboratively in the market with BMO partners, COIs, and the community; Collaborates with Financial Advisor, as appropriate; Supports the execution of strategic initiatives in collaboration with internal and external stakeholders; Builds effective relationships with internal/external stakeholders
Communication Scope
Advisory & Communication
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