Senior Premier Relationship Manager

BMO Financial Group

LaGrange, Illinois, United States
Base: $57,500.00 - $106,500.00; bonus/equity: comm...
Proactive portfolio management of mass affluent clients
Consultative sales process for financial solutions
Credit application review and risk assessment
This licensed position requires proactive management of a mass affluent client portfolio across multiple branch locations to uncover financial needs and provide meaningful solutions

Job Summary

  • This licensed position requires proactive management of a mass affluent client portfolio across multiple branch locations to uncover financial needs and provide meaningful solutions.
  • The role involves acting as a trusted advisor who executes quality customer review meetings for retention while identifying new asset acquisition opportunities through community engagement.
  • Candidates must possess advanced knowledge of deposit, loan, trust, and investment products while adhering to strict regulatory compliance and risk management frameworks.

Matching Summary

This licensed position requires proactive management of a mass affluent client portfolio across multiple branch locations to uncover financial needs and provide meaningful solutions.

Salary

Base: $57,500.00 - $106,500.00; Bonus/Equity: Commission structure possible; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Proactive portfolio management of mass affluent clients
  • Consultative sales process for financial solutions
  • Credit application review and risk assessment
  • Community relationship building and referral networks
  • Mentoring branch personnel on client strategies

Nice-to-have

  • Strong collaboration with internal business partners
  • Digital banking education and guidance skills
  • Strategic initiative execution capabilities
  • Data-driven decision making proficiency

Key Requirements

  • SIE, Series 6, 63, 65 licenses required within 120 days
  • State Life and Health insurance licenses required
  • Series 7, 66, or 65 licenses preferred
  • 4-6 years relevant financial services experience
  • Federal registration with Nationwide Mortgage Licensing System (NMLS)
  • Post-secondary degree in related field preferred

Work Rights

Not specified

Tailored Resume

Cover Letter