Senior Premier Relationship Manager

BMO

Stockton, CA, United States
Base: $63,300.00 - $117,200.00; bonus/equity: comm...
On-site
Consultative sales process
Proactively builds and manages assigned portfolio
Uncover financial needs and provide meaningful solutions
BMO is seeking a Senior Premier Relationship Manager in Stockton, CA, to manage a portfolio of affluent clients, ensuring their financial needs are met through consultative sales and relationship-building strategies. The ideal candidate will possess relevant financial services experience and necessary licenses, and will thrive in a collaborative, client-focused environment

Job Summary

  • 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.

Matching Summary

Match Score: 85

BMO is seeking a Senior Premier Relationship Manager in Stockton, CA, to manage a portfolio of affluent clients, ensuring their financial needs are met through consultative sales and relationship-building strategies. The ideal candidate will possess relevant financial services experience and necessary licenses, and will thrive in a collaborative, client-focused environment.

Salary

Base: $63,300.00 - $117,200.00; Bonus/Equity: Commission structure may apply; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • consultative sales process
  • proactively builds and manages assigned portfolio
  • uncover financial needs and provide meaningful solutions
  • achieves results and meets sales targets
  • actively participates in the community

Nice-to-have

  • collaborative within the market
  • deliver desired customer experience
  • educates clients about digital options

Key Requirements

  • 4 - 6 years of relevant experience
  • SIE Exam, Series 6, 63, 65, state Life and Health insurance licenses required
  • Licenses required within 120 days of start date
  • Advanced understanding of banking products and practices
  • Excellent knowledge of business services

Work Rights

Not specified

Tailored Resume

Cover Letter