Senior Premier Relationship Manager

BMO

Glen Ellyn, IL, United States
$57,500.00 - $106,500.00 salaried; quarterly incen...
Manage assigned client portfolio
Deliver differentiated client experience
Banking product expertise
The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next

Job Summary

  • The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next.
  • A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass affluent clients.
  • Enjoy a competitive base salary, quarterly incentives and annual bonus opportunities, as well as comprehensive benefits with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities.

Matching Summary

The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next.

Salary

$57,500.00 - $106,500.00 Salaried; Quarterly incentives and annual bonus opportunities; Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Manage assigned client portfolio
  • Deliver differentiated client experience
  • Banking product expertise
  • Consultative sales process
  • Community relationship building

Nice-to-have

  • Values-based culture
  • Digital options education
  • Mentoring and coaching branch personnel

Key Requirements

  • 4-6 years relevant experience
  • 7+ years financial services experience
  • SIE Exam, Series 6, Series 63, Life & Health licenses
  • Advanced understanding of banking products
  • Excellent knowledge of business services
  • Excellent understanding of personal trust and investment management

Work Rights

Not specified

Tailored Resume

Cover Letter