Senior Premier Relationship Manager

BMO

Huntley, IL, United States
$57,500.00 - $106,500.00; not specified; health in...
Manage client portfolio
Uncover financial needs
Deliver banking solutions
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; Not specified; health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Manage client portfolio
  • Uncover financial needs
  • Deliver banking solutions
  • Collaborate with partners
  • Community relationship building

Nice-to-have

  • Customer-centric approach
  • Values-based culture
  • Digital options education
  • Proactive problem solving

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
  • Federal registration with NMLS (SAFE Act)

Work Rights

Not specified

Tailored Resume

Cover Letter