Premier Client Specialist
$57,500–$106,500 year
On-siteBloomingdale, Illinois, United States
Job Summary
Act as the primary client contact to uncover financial needs and provide holistic banking and investment solutions in compliance with regulatory policies. Collaborate with BMO partners and the community to build relationships, focusing on new client acquisition, growing assets under management, and increasing investment penetration. Deliver financial advice through a defined solution set including simplified advisory accounts, annuities, and life insurance while introducing clients to digital platforms. Develop and execute a business plan to achieve sales objectives, monitor performance against targets, and implement action plans to close gaps. Mentor branch personnel and participate in community events to identify prospects and cultivate strategic relationships with key stakeholders.
Required Qualifications
- 3+ years of relevant experience
- 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 license
- Series 63 license
- Series 65 license
- State Life and Health insurance licenses
- 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 (business)
- In-depth knowledge of succession planning
- In-depth understanding of personal trust and investment management
- In-depth knowledge of client portfolio management
- Technical proficiency gained through education and/or business experience
- Advanced level of proficiency in Deposit & Cash Management
- Advanced level of proficiency in Lending & Credit
- Advanced level of proficiency in Prospecting & Acquisition
- Advanced level of proficiency in Sales Strategy & Execution
- Advanced level of proficiency in Advisory & Communication
- Advanced level of proficiency in Client Onboarding, Experience & Retention
- Advanced level of proficiency in Portfolio & Relationship Management
- Advanced level of proficiency in Risk & Compliance
- Federal registration with the Nationwide Mortgage Licensing System and Registry
- Ability to act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the S.A.F.E. Act
Desired Qualifications
- Post-secondary degree in a related field of study
- Series 7 license
- Series 66 license
- If licenses are not currently held, ability to obtain them within 120 days of the role start date
- Learning Agility
- Collaboration skills
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