Senior Premier Relationship Manager
$51,800–$95,900 year
On-siteWauwatosa, Wisconsin, United States
Job Summary
Proactively build and manage a portfolio of mass affluent clients across multiple branch locations by acting as the primary contact to uncover financial needs and provide compliant solutions. Collaborate with market partners and the community to deliver the desired customer experience while identifying sales opportunities and recommending products, pricing, and services. Execute quality review meetings for retention and relationship expansion, mentor branch personnel through training, and educate clients on digital banking options. Monitor exception reports, apply due diligence against fraud and money laundering risks, and support strategic initiatives with internal stakeholders. This role focuses on business/group operations within BMO, requiring judgment to diagnose and solve complex problems independently. You will work within the Risk Management Framework to make sound, risk-informed decisions that align with business strategy and protect assets.
Required Qualifications
- 4 - 6 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 mortgage products
- Advanced understanding of banking products and practices
- Knowledge of cash flow analysis
- Knowledge of lending process
- Knowledge of lending directives
- Knowledge of credit risk policies
- Knowledge of credit risk standards
- Knowledge of supporting processes
- Knowledge of applicable legal requirements
- Knowledge of regulatory requirements
- Knowledge of Bank policies
- Excellent understanding of brokerage products
- Excellent understanding of insurance products
- Excellent knowledge of business services
- Knowledge of retirement plans
- Knowledge of business banking solutions
- Knowledge of succession planning
- Excellent understanding of personal trust
- Excellent understanding of investment management
- In-depth knowledge of client portfolio management
- Technical proficiency gained through education and/or business experience
- In-depth 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
- Federal registration with the Nationwide Mortgage Licensing System and Registry
- Criminal background review clearance
- Credit history evaluation clearance
Desired Qualifications
- Post-secondary degree in related field of study
- Series 7 license
- Series 66 license
- Series 65 license (if not already held)
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