Talent.com
Senior Premier Relationship Manager

Senior Premier Relationship Manager

BmoUnion City, CA, US
30+ days ago
Job type
  • Part-time
Job description

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 & 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 in order 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 : $63,300.00 - $117,200.00

    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.

    About Us

    At BMO we are driven by a shared Purpose : Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

    As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

    Create a job alert for this search

    Relationship Manager • Union City, CA, US

    Related jobs
    • Promoted
    Senior Premier Relationship Manager

    Senior Premier Relationship Manager

    BmoOrinda, CA, US
    Part-time
    Senior Premier Relationship Manager.The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next.A BMO Senior Pr...Show moreLast updated: 10 days ago
    • Promoted
    Business Banking Relationship Manager

    Business Banking Relationship Manager

    BMO Financial GroupSan Jose, CA, United States
    Part-time
    Come join a culture that is about so much more than the bottom line.Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local c...Show moreLast updated: 3 days ago
    • Promoted
    Commercial Banking Relationship Manager - San Francisco, CA

    Commercial Banking Relationship Manager - San Francisco, CA

    BankTalent HQSan Francisco, CA, United States
    Full-time
    California Bank & Trust is looking for a.Commercial Banking Relationship Manager.Walnut Creek, CA and San Francisco, CA.Associates at California Bank & Trust work in a relationship-centered culture...Show moreLast updated: 30+ days ago
    • Promoted
    VP / FVP, Relationship Manager

    VP / FVP, Relationship Manager

    Cathay Bank - HeadquartersMilpitas, CA, United States
    Full-time
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    NotionSan Francisco, CA, US
    Full-time
    The Relationship Manager is part of the Notion Sales organization who works closely with cross-functional partners inside and outside of GTM. This individual owns the relationship with the accounts ...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Manager, Business Relationships

    Senior Manager, Business Relationships

    VirtualVocationsSanta Clara, California, United States
    Full-time
    A company is looking for a Senior Manager, Technology Business Relationship Management.Key Responsibilities Collaborates with business stakeholders to leverage technology for business transformat...Show moreLast updated: 1 day ago
    • Promoted
    Senior Account Manager

    Senior Account Manager

    VirtualVocationsConcord, California, United States
    Full-time
    A company is looking for a Senior Account & Relationship Manager.Key Responsibilities Prospect, qualify, and close new accounts while upselling within existing relationships Develop and execute ...Show moreLast updated: 30+ days ago
    • Promoted
    Business Banking Relationship Manager 3

    Business Banking Relationship Manager 3

    U.S. BankFremont, CA, United States
    Full-time
    Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...Show moreLast updated: 3 days ago
    • Promoted
    Client Relationship Manager

    Client Relationship Manager

    VirtualVocationsSanta Clara, California, United States
    Full-time
    A company is looking for a Client Relationship Manager to manage and enhance client relationships while ensuring customer satisfaction and loyalty. Key Responsibilities Support accounts in collabo...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Relationship Banker

    Senior Relationship Banker

    East West BankSan Francisco, CA, United States
    Full-time
    Since 1973, East West Bank has served as a pathway to success.With over 110 locations across the U.Asia, we are the premier financial bridge between the East and West. Our teams of experienced, mult...Show moreLast updated: 30+ days ago
    • Promoted
    Business Relationship Manager

    Business Relationship Manager

    UnavailableMilpitas, CA, United States
    Full-time
    Since 1973, East West Bank has served as a pathway to success.With over 110 locations across the U.Asia, we are the premier financial bridge between the East and West. Our teams of experienced, mult...Show moreLast updated: 3 days ago
    • Promoted
    Senior Relationship Banker

    Senior Relationship Banker

    East West BancorpSan Francisco, CA, US
    Full-time
    Being the next generation Senior Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship ban...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    CibcSan Francisco, CA, US
    Full-time
    We're building a relationship-oriented bank for the modern world.We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strength...Show moreLast updated: 30+ days ago
    • Promoted
    Principal Relationship Manager, Commercial (Emerging Middle Market)

    Principal Relationship Manager, Commercial (Emerging Middle Market)

    BmoSan Francisco, CA, US
    Part-time
    Emerging Middle Market Sales Manager.The Emerging Middle Market segmentation targets $10MM-$50MM in company revenues.The ideal candidate will have a strong COI (Center of Influences) network, estab...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    VirtualVocationsHayward, California, United States
    Full-time
    A company is looking for a Relationship Manager who will cultivate strong client relationships and drive revenue growth.Key Responsibilities Establish and maintain strong relationships with exist...Show moreLast updated: 30+ days ago
    • Promoted
    Dealer Relationship Manager

    Dealer Relationship Manager

    VirtualVocationsSan Jose, California, United States
    Full-time
    A company is looking for a Dealer Relationship Manager - IL / IN.Key Responsibilities Develop, manage, and maintain relationships with new car franchisees and independent automobile dealerships to ...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Relationship Manager - Director

    Senior Relationship Manager - Director

    Deutsche BankSan Francisco, CA, US
    Full-time
    San Francisco or Los Angeles, CA.Deutsche Bank's Wealth Management business is one of the largest wealth managers worldwide and we offer our clients a broad range of traditional and alternative inv...Show moreLast updated: 30+ days ago
    • Promoted
    Business Banking Relationship Manager 4

    Business Banking Relationship Manager 4

    U.S. BankWalnut Creek, CA, United States
    Full-time
    Bank, we’re on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...Show moreLast updated: 3 days ago
    • Promoted
    Principal Relationship Manager, Commercial (Emerging Middle Market)

    Principal Relationship Manager, Commercial (Emerging Middle Market)

    Hispanic Alliance for Career EnhancementSan Francisco, CA, United States
    Part-time
    Application Deadline : 09 / 30 / 2025.Job Family Group : Commercial Sales & Service.BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in ...Show moreLast updated: 22 days ago
    • Promoted
    Private Wealth Relationship Manager (FP)

    Private Wealth Relationship Manager (FP)

    Bank of AmericaSan Francisco, CA, US
    Full-time
    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one...Show moreLast updated: 30+ days ago