Senior Premier Relationship Manager
Core
Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations, acting as a trusted advisor to uncover financial needs and provide meaningful solutions.
Role type
Senior Premier Relationship Manager (Retail Banking Sales)
Builds
Mass affluent client relationships and financial solutions for BMO Financial Group
Domain
Retail Banking / Financial Services
Deliverable
client delivery
Required skills
consultative sales process, credit risk analysis, lending process knowledge, brokerage and insurance products, retirement plans, business banking solutions, personal trust and investment management, client portfolio management
Preferred skills
Series 7, 66, or 65 licenses
Technologies
digital and self-serve banking technologies
Responsibilities
Develop strong customer relationships using a consultative sales process; make key recommendations on products, pricing, and services; achieve sales targets by acquiring new assets and clients; review credit applications to ensure sound credit granting principles; provide individual and group training to mentor branch personnel; educate clients on digital banking options; liaise between clients and various departments to solve problems; identify risks and take appropriate actions to maintain operational integrity.
Seniority
Senior, hands-on IC