BMO Financial Group
Retail Banking
SeniorPremierRelationshipManager
“Senior Premier Relationship Manager at BMO Financial Group. Skills: Relationship Management, Sales, Financial Needs Analysis. Build and manage client portfolio. Act as primary client contact”
What You'll Achieve.
Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition
Industry & Context.
Analytical and problem solving skills - In-depth; Exercises judgment to identify, diagnose, and solve problems within given rules
This is a licensed position, 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, restrictions on performing in a real estate agent capacity
What They're Looking For.
Must Have
SIE Exam, Series 6, Series 63, Series 65, state Life and Health insurance licenses, post-secondary degree in related field of study preferred, not required, 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, Excellent understanding of brokerage and insurance products, Excellent knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning, 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, Federal registration with the Nationwide Mortgage Licensing System and Registry
Nice to Have
Series 7, Series 66, Series 65 licenses preferred
What You'll Do.
Build and manage client portfolio
Act as primary client contact
Uncover financial needs
Provide meaningful solutions
Work collaboratively within market
Deliver customer experience
Develop customer relationships
Act as client's trusted advisor
Identify additional sales opportunities
Make key recommendations on products
Achieve results and meet sales targets
Identify existing customers
Create a calling plan
Review credit applications
Execute quality customer review meetings
Participate in community
Identify centers of influence
Mentor and coach branch personnel
Educate clients about digital options
Provide guidance in use of digital technologies
Liaise between clients and departments
Follow security procedures
Maintain confidentiality
Monitor individual exception reports
Support execution of strategic initiatives
Execute work to deliver service
Exercise judgment to solve problems
Work independently on complex tasks
How You'll Work.
Team & Collaboration
Works collaboratively within the market, BMO partners, and the community; Proactively works with branch business partners; Supports the execution of strategic initiatives in collaboration with internal and external stakeholders
Communication Scope
Verbal & written communication skills - In-depth
Applying for this Senior Premier Relationship Manager role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about BMO Financial Group?
Real rants from real employees. Read before you apply.