BMO Financial Group
Retail Banking
PremierClientSpecialist
“Premier Client Specialist at BMO Financial Group. Skills: Client acquisition, Relationship management, Financial solutions, Sales. Act as primary client contact. Uncover financial needs”
What You'll Achieve.
Achieves results and meets sales targets; Acquiring new assets from existing client portfolio; New client acquisition; Sourcing new revenue and investments; Deepening existing relationships; Achieve sales objectives
Industry & Context.
Exercises judgment to identify, diagnose, and solve problems within given rules
Must obtain Federal registration with the Nationwide Mortgage Licensing System and Registry, Criminal background review required, Credit history evaluation required, Restrictions on performing in a real estate agent capacity
What They're Looking For.
Must Have
Proven experience in a financial services organization, Knowledge of banking products, Knowledge of associated services, Knowledge of pricing strategies, Knowledge of profitability management, SIE Exam, Series 6, Series 63, Series 65, State Life and Health insurance licenses, Series 7, Series 66, Advanced understanding of deposit products, Advanced understanding of loan products, Advanced understanding of banking products and practices, Advanced understanding of cash flow analysis, Advanced understanding of lending process and directives, Advanced understanding of credit risk policies and standards, Advanced understanding of supporting processes, Advanced understanding of applicable legal and regulatory requirements, Advanced understanding of Bank policies, In-depth understanding of brokerage products, In-depth understanding of insurance products, In-depth knowledge of business services, In-depth knowledge of retirement plans, In-depth knowledge of business banking solutions, In-depth knowledge of insurance, In-depth knowledge of succession planning, In-depth understanding of personal trust, In-depth understanding of investment management, In-depth knowledge of client portfolio management, Federal registration with the Nationwide Mortgage Licensing System and Registry
Nice to Have
Post-secondary degree in related field of study, Series 7, Series 66, Series 65 licenses
What You'll Do.
Act as primary client contact
Uncover financial needs
Provide holistic banking solutions
Provide investment solutions
Build relationships with partners
Deliver customer experience
Increase investment penetration
Develop recommendations
Provide financial advice
Collaborate with Financial Advisor
Work with assigned customer portfolio
Identify sales opportunities
Make recommendations on products
Make recommendations on pricing
Connect customer with experts
Introduce clients to digital platforms
Guide clients to use digital platforms
Promote adoption of digital features
Develop business plan
Maintain business plan
Execute business plan
Achieve sales objectives
Identify value creation opportunities
Participate in community
Identify centres of influence
Establish two-way referral relationships
Coordinate outreach efforts
Cultivate strategic relationships
Become a trusted advisor
Influence financial decisions
Source new investments
Deepen existing relationships
Deliver consistent client service
Support client onboarding
Support documentation
Support service delivery
Escalate client situations
Escalate client complaints
Develop product knowledge
Develop financial expertise
Support execution of strategic initiatives
Build effective relationships
Monitor sales performance
Monitor service performance
Identify performance gaps
Implement action plans
Mentor branch personnel
Coach branch personnel
Review credit applications
Ensure sound credit granting
Follow security procedures
Follow safeguarding procedures
Prevent loss due to fraud
Prevent loss due to robbery
Prevent loss due to counterfeiting
Prevent loss due to money laundering
Prevent loss due to defalcation
Maintain confidentiality
Deliver timely service
Deliver accurate service
Deliver efficient service
Execute quality customer review meetings
Make risk informed decisions
How You'll Work.
Team & Collaboration
Works collaboratively in the market with BMO partners; Collaborates with Financial Advisor; Supports the execution of strategic initiatives in collaboration with internal and external stakeholders; Builds effective relationships with internal/external stakeholders; Provides individual and group training in order to mentor and coach branch personnel
Communication Scope
Advisory & Communication
Process & Methodology
Develops, maintains and executes a business plan
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