Talent.com
Senior Premier Relationship Manager - Licensed
Senior Premier Relationship Manager - LicensedBmo • Bartlett, IL, US
Senior Premier Relationship Manager - Licensed

Senior Premier Relationship Manager - Licensed

Bmo • Bartlett, IL, US
30+ days ago
Job type
  • Part-time
Job description

BMO Senior Premier Relationship Manager

A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass affluent clients. Each RM partners with multiple branch locations and a team of financial advisors to identify new opportunities and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor made for the individual. Premier Relationship Managers play the role of our banking product experts and process all banking solutions, including checking, savings, and lending needs.

As a Licensed Senior Premier Relationship Manager at BMO, you will :

  • Serve as the customers' relationship manager providing personalized attention to uncover their specific financial needs and goals, backed by BMO's expertise, technology and resources.
  • Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies. Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience.
  • Enjoy a tremendous, values-based culture that focuses on providing you with all the tools and support necessary for your success.
  • Work with your internal partnerships to leverage their expertise to provide comprehensive strategies and solutions for our affluent customers' financial needs.
  • Enjoy a competitive base salary, quarterly incentives, and annual bonus opportunities, as well as comprehensive benefits with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities.

BMO IS ON AN EXCITING JOURNEY

We have built a digitally-enabled, future-ready bank with leading efficiency, profitability, and loyalty all powered by a Winning Culture and driven by our Purpose to Boldly Grow the Good, in business and life. We've been recognized as a great place to work, for our focus on diversity & inclusion and for always putting the customer first. You belong here!

  • This is a licensed position requiring the SIE, Series 6, 63, Life and Health
  • Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations.
  • Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies.
  • Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience.
  • Uses a consultative sales process to develop strong customer relationships, acts as client's trusted advisor and primary point of contact.
  • Proactively works with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities.
  • Makes key recommendations on products, pricing, and services; links customer to business partner experts based on key financial decisions.
  • Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition.
  • Proactively works with branch business partners to identify existing customers that meet the target profile and create a calling plan.
  • Review credit applications to ensure sound credit granting principles; recommends remedies to maintain acceptable asset and credit quality.
  • Executes quality customer review meetings for retention and relationship expansion purposes.
  • Actively participates in the community to identify prospects through relationship building efforts and identify centres of influence (e.g. law and accounting firms) and two-way referral relationships.
  • Provides individual and group training to mentor and coach branch personnel to enhance their knowledge and skills around the mass affluent client.
  • Educates clients about available digital options for conducting banking transactions and provides guidance in the use of digital and self-serve technologies.
  • Liaises between clients and various departments across the organization to provide product support as well as diagnose and solve problems within given rules.
  • Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
  • Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
  • Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
  • Monitors individual exception reports and takes action to remove exceptions.
  • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Executes work to deliver timely, accurate, and efficient service.
  • Focus is primarily on business / group within BMO; may have broader, enterprise-wide focus.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works independently on a range of complex tasks, which may include unique situations.
  • Broader work or accountabilities may be assigned as needed.
  • Qualifications :

  • Typically, between 4 - 6 years of relevant experience; post-secondary degree in related field of study preferred, not required.
  • 7+ years of experience in a financial services organization with knowledge of banking products, services, pricing, and profitability.
  • Required : SIE Exam, Series 6, Series 63, Life & Health licenses (if licenses not currently held, required within six months of role start date).
  • 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 required.
  • Excellent understanding of personal trust and investment management required.
  • 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.
  • U.S. Only : 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. The Bank will instruct you on the registration requirements needed to comply with this requirement. 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.

    Salary : $57,500.00 - $106,500.00

    Pay Type : Salaried

    The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

    BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

    BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics.

    BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.

    Create a job alert for this search

    Relationship Manager • Bartlett, IL, US

    Related jobs
    Business Banking Relationship Manager VP

    Business Banking Relationship Manager VP

    Associated Bank - Corp • Elgin, IL, United States
    Full-time
    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your gr...Show more
    Last updated: 30+ days ago • Promoted
    Business Banking Relationship Manager

    Business Banking Relationship Manager

    Old National Bank • McHenry, IL, United States
    Full-time
    Business Banking Relationship Manager.Lending / Commercial / Consumer / Credit.Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a region...Show more
    Last updated: 30+ days ago • Promoted
    Mortgage Loan Originator

    Mortgage Loan Originator

    Fifth Third Bancorp • South Elgin, IL, US
    Full-time
    Make Banking A Fifth Third Better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Performs a wide range of dutie...Show more
    Last updated: 30+ days ago • Promoted
    Account Manager - Client Relations

    Account Manager - Client Relations

    Yellowstone Landscape • Plainfield, IL, US
    Full-time
    Are you interested in joining a dynamic and growing business that values the unique aspirations of its employees, encourages progressive practices and offers the opportunity to provide customized a...Show more
    Last updated: 30+ days ago
    Sales Representative - Completed Training Required

    Sales Representative - Completed Training Required

    Platinum Supplemental Insurance • Aurora, Illinois
    Full-time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...Show more
    Last updated: 30+ days ago • Promoted
    Sales Representative - Luxury Travel Incentives

    Sales Representative - Luxury Travel Incentives

    Platinum Supplemental Insurance • Aurora, Illinois
    Full-time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Manager II - Business Banking

    Relationship Manager II - Business Banking

    PNC • Elgin, IL, US
    Full-time +1
    Relationship Manager II - Business Banker.At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience fo...Show more
    Last updated: 30+ days ago • Promoted
    Field Sales Representative

    Field Sales Representative

    Illinois Staffing • Cary, IL, US
    Full-time
    Join an elite group of sales professionals bringing customized, white glove experiences directly in the customer's home.Field Sales Representatives at AT&T are driven to connect every interaction ...Show more
    Last updated: 30+ days ago • Promoted
    Commercial Lines Account Manager - Construction, Contractors (Fully Remote Opportunity)

    Commercial Lines Account Manager - Construction, Contractors (Fully Remote Opportunity)

    Insurance Office of America • Elgin, IL, US
    Full-time
    Title : Account Manager - Commercial Lines.Eastern or Central Time Zone candidates).General, Construction, Contractors .Please note : If this position is posted as either fully remote and / or hybrid, ...Show more
    Last updated: 5 days ago
    Relationship Banker

    Relationship Banker

    Illinois Staffing • Aurora, IL, US
    Full-time
    This position is open for the entire market and the specific Financial Center location will be based on business needs.If you are offered a position, you will train at one financial center, and the...Show more
    Last updated: 19 hours ago • Promoted • New!
    Sales Representative - Drivers License Required

    Sales Representative - Drivers License Required

    Platinum Supplemental Insurance • Aurora, Illinois
    Full-time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...Show more
    Last updated: 30+ days ago • Promoted
    Insurance Sales Representative - Luxury Travel Incentives

    Insurance Sales Representative - Luxury Travel Incentives

    Platinum Supplemental Insurance • Aurora, Illinois
    Full-time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Banker

    Relationship Banker

    USA Jobs • Crystal Lake, IL, US
    Full-time
    Hanover Park, Illinois; Arlington Heights, Illinois; Crystal Lake, Illinois; Schaumburg, Illinois; Aurora, Illinois; Mount Prospect, Illinois. Geneva, Illinois; Des Plaines, Illinois; Glendale Heig...Show more
    Last updated: 9 hours ago • Promoted • New!
    Sales Representative - Bonuses and Travel Incentives

    Sales Representative - Bonuses and Travel Incentives

    Platinum Supplemental Insurance • Aurora, Illinois
    Full-time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...Show more
    Last updated: 30+ days ago • Promoted
    Insurance Sales Representative - Completed Training Required

    Insurance Sales Representative - Completed Training Required

    Platinum Supplemental Insurance • Aurora, Illinois
    Full-time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...Show more
    Last updated: 30+ days ago • Promoted
    Field Sales Representative

    Field Sales Representative

    AT&T • Huntley, IL, United States
    Full-time
    Job Description : Join an elite group of sales professionals bringing customized, white glove experiences directly in the customer’s home. Field Sales Representatives at AT&T are driven to connect – ...Show more
    Last updated: 30+ days ago • Promoted
    Portfolio Manager

    Portfolio Manager

    BMO Financial Group • Port Barrington, IL, United States
    Part-time
    Provides high quality sales and service to investment clients to deliver an exceptional client experience.Provides technical expertise for all aspects of investment management and administration to...Show more
    Last updated: 8 days ago • Promoted
    Senior Commercial Real Estate Banker

    Senior Commercial Real Estate Banker

    Wintrust Financial • Cary, IL, United States
    Full-time
    Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated so...Show more
    Last updated: 30+ days ago • Promoted