Senior Premier Relationship Manager

BMO

Frankfort, IL, United States
Base: $57,500.00 - $106,500.00; bonus/equity: may ...
Client portfolio management
Consultative sales process
Financial needs analysis
This role proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations, acting as the primary client contact to uncover financial needs and provide meaningful solutions

Job Summary

  • This role proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations, acting as the primary client contact to uncover financial needs and provide meaningful solutions.
  • The position requires collaboration within the market, BMO partners, and the community to build relationships and deliver the desired customer experience while meeting sales targets through new asset acquisition and client retention.
  • BMO offers a comprehensive compensation package including health insurance, tuition reimbursement, accident and life insurance, retirement savings plans, and performance-based incentives.

Matching Summary

This role proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations, acting as the primary client contact to uncover financial needs and provide meaningful solutions.

Salary

Base: $57,500.00 - $106,500.00; Bonus/Equity: May include commission and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Client portfolio management
  • Consultative sales process
  • Financial needs analysis
  • Compliance with regulatory policies
  • Credit application review
  • Community relationship building

Nice-to-have

  • Mentoring and coaching skills
  • Digital banking guidance
  • Collaboration with business partners
  • Risk management framework application
  • Problem solving within rules
  • Data driven decision making

Key Requirements

  • SIE, Series 6, 63, 65 licenses required
  • State Life and Health insurance licenses required
  • Series 7, 66, or 65 licenses preferred
  • 4-6 years relevant experience
  • Federal registration with Nationwide Mortgage Licensing System
  • Criminal background and credit history evaluation

Work Rights

Must comply with federal registration and licensing requirements

Tailored Resume

Cover Letter