Application Deadline: 09/29/2025
Address: 33301 Alvarado Niles Rd.
Job Family Group: Retail Banking Sales & Service
This is a licensed position requiring the SIE, Series 6, 63, Life and Health.
The mission of Premier Services is to empower mass affluent clientele to make significant financial progress through understanding and proactive planning.
A BMO Senior Relationship Manager focused on Premier Clients is responsible for managing and expanding a well-defined portfolio of mass affluent clients. You will collaborate with multiple branch locations and a talented team of financial advisors to uncover new opportunities and deliver an exceptional, personalized experience. Our client-centric approach emphasizes financial planning tailored to individual goals, and your expertise in banking products and services will play a critical role.
As a Senior Relationship Manager at BMO, you will:
- Act as a dedicated relationship manager providing personalized service to identify clients' financial needs and aspirations, supported by BMO's extensive knowledge, technology, and resources.
- Serve as the primary contact for clients, ensuring compliance with regulatory standards while delivering meaningful financial solutions.
- Benefit from a strong culture that provides all necessary tools and support for your professional success.
- Collaborate with internal partners to offer comprehensive strategies and solutions that meet the diverse financial needs of our affluent clients.
- Enjoy a competitive salary with performance incentives and a range of benefits, all within a company that champions innovative ideas and values personal and professional growth.
BMO IS ON AN EXCITING JOURNEY
We are building a digitally-enabled, future-ready bank characterized by efficiency, profitability, and customer loyalty, all grounded in our Winning Culture. Recognized for our commitment to diversity & inclusion and customer-first values, we invite you to belong here!
- This position requires the SIE, Series 6, 63, Life, and Health licenses.
- Effectively build and manage a portfolio of mass affluent clients across various branches.
- Address clients' financial needs and provide robust solutions while adhering to regulatory policies.
- Engage proactively with local communities to foster relationships and enhance the customer experience.
- Utilize a consultative sales process to nurture relationships, acting as a trusted advisor and key point of contact.
- Work with the assigned portfolio to reveal needs, deliver solutions, and identify additional sales opportunities.
- Offer key product recommendations and connect clients with specialized business partner experts for significant financial decisions.
- Achieve sales goals by attracting new clients and expanding existing accounts.
- Review credit applications to uphold sound credit practices and recommend necessary actions for maintaining asset quality.
- Conduct comprehensive customer review meetings to foster retention and relationship deepening.
- Engage actively in the community to generate potential leads through relationship-building initiatives.
- Provide training and mentorship to branch staff to enhance their capabilities concerning mass affluent clients.
- Guide clients in effectively using digital banking options and self-serve technologies.
- Collaborate across departments to deliver product support and solve client issues within established guidelines.
- Adhere to security protocols and maintain ethical standards to prevent losses from fraud and other risks.
- Uphold confidentiality of all customer and bank information, complying with institutional policies.
- Identify potential risks and implement necessary actions to maintain operational integrity.
- Monitor and address individual exception reports promptly.
- Support strategic initiatives alongside internal and external stakeholders.
- Deliver efficient and accurate service as a primary commitment.
- May undertake broader responsibilities as required.
Qualifications:
- 4 - 6 years of relevant experience; a post-secondary degree in a related field is preferred.
- 7+ years in financial services, with in-depth knowledge of banking products and services.
- Required licenses: SIE, Series 6, Series 63, Life & Health (must be obtained within six months if not currently held).
- Advanced knowledge of deposit, lending, and banking products; expertise in cash flow analysis and risk management.
- Strong understanding of brokerage, insurance products, business services, personal trust, and investment management.
- Demonstrated skills in client portfolio management.
- Exceptional verbal and written communication skills.
- Ability to collaborate effectively in teams.
- Strong analytical and problem-solving capabilities.
- Proficient in data-driven decision-making.
U.S. Only: This role will originate consumer loans per applicable regulations. A background screening will be conducted.
Salary: $63,300.00 - $117,200.00
Pay Type: Salaried
The salary range indicates BMO Financial Group's expected compensation, which may include performance incentives.
BMO offers a comprehensive compensation package that includes health insurance, tuition reimbursement, life insurance, and retirement savings plans.
About Us:
At BMO, we are united by our Purpose: to Boldly Grow the Good. We strive to bring about positive change for our customers, communities, and employees. Join us in transforming businesses and lives while promoting economic growth worldwide.
As part of the BMO team, you are valued and empowered to make an impact. We are dedicated to supporting your growth from day one. We provide the necessary tools, resources, and opportunities to help you reach your potential while empowering our clients.