Talent.com
Senior Premier Relationship Manager

Senior Premier Relationship Manager

BMO FinancialModesto, CA, United States
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.part_time
job_description.job_card.job_description

Application Deadline :

12 / 30 / 2025

Address : 1401 Oakdale Rd.

Job Family Group :

Retail Banking Sales & Service

This is a licensed position requiring the SIE, Series 6, 63, Life and Health

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. Each RM partners with multiple branch locations and a team of financial advisors to identify new opportunities and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor made for the individual. Premier Relationship Managers play the role of our banking product experts and process all banking solutions, including checking, savings, and lending needs.

As a Licensed Senior Premier Relationship Manager at BMO, you will :

  • Serve as the customers relationship manager providing personalized attention to uncover their specific financial needs and goals, backed by BMOs expertise, technology and resources.
  • 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.
  • Enjoy a tremendous, values-based culture that focuses on providing you with all the tools and support necessary for your success.
  • Work with your internal partnerships to leverage their expertise to provide comprehensive strategies and solutions for our affluent customers financial needs.
  • 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.

BMO IS ON AN EXCITING JOURNEY

We have built a digitally-enabled, future-ready bank with leading efficiency, profitability and loyalty all powered by a Winning Culture and driven by our Purpose to Boldly Grow the Good, in business and life . Weve been recognized as a great place to work, for our focus on diversity & inclusion and for always putting the customer first. You belong here!

  • This is a licensed position requiring the SIE, Series 6, 63, Life and Health
  • 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.
  • Uses a consultative sales process to develop strong customer relationships; acts as clients trusted advisor and primary point of contact.
  • Proactively works with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities.
  • Makes key recommendations on products, pricing, and services; links customer to business partner experts based on key financial decisions.
  • Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition.
  • Proactively works with branch business partners to identify existing customers that meet the target profile and create a calling plan.
  • Review credit applications to ensure sound credit granting principles; recommends remedies to maintain acceptable asset and credit quality.
  • Executes quality customer review meetings for retention and relationship expansion purposes.
  • Actively participates in the community to identify prospects through relationship building efforts and identify centres of influence (e.g. law and accounting firms) and two-way referral relationships.
  • Provides individual and group training in order to mentor and coach branch personnel to enhance their knowledge and skills around the mass affluent client.
  • Educates clients about available digital options for conducting banking transactions and provides guidance in the use of digital and self-serve technologies.
  • Liaises between clients and various departments across the organization to provide product support as well as diagnose and solve problems within given rules.
  • Follows security and safeguarding procedures and applies due diligence in accordance with Banks policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
  • Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
  • Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
  • Monitors individual exception reports and takes action to remove exceptions.
  • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Executes work to deliver timely, accurate, and efficient service.
  • Focus is primarily on business / group within BMO; may have broader, enterprise-wide focus.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works independently on a range of complex tasks, which may include unique situations.
  • Broader work or accountabilities may be assigned as needed.
  • Qualifications :

  • Typically between 4 - 6 years of relevant experience; post-secondary degree in related field of study preferred, not required.
  • 7+ years of experience in a financial services organization with knowledge of banking products, services, pricing, and profitability.
  • Required : SIE Exam, Series 6, Series 63, Life & Health licenses (if licenses not currently held, required within six months of role start date).
  • Advanced understanding of deposit, loan (including mortgage) and banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards, supporting processes, applicable legal and regulatory requirements, and Bank policies.
  • Excellent understanding of brokerage and insurance products.
  • Excellent knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning required.
  • Excellent understanding of personal trust and investment management required.
  • In-depth knowledge of client portfolio management.
  • Technical proficiency gained through education and / or business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem solving skills - In-depth.
  • Influence skills - In-depth.
  • Data driven decision making - In-depth.
  • U.S. Only : This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.

    Salary :

    $57,500.00 - $106,500.00

    Pay Type : Salaried

    The above represents BMO Financial Groups pay range and type.

    Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position.

    BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit : https : / / jobs.bmo.com / global / en / Total-Rewards

    About Us

    At BMO we are driven by a shared Purpose : Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

    As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset.

    To find out more visit us at http : / / jobs.bmo.com / us / en

    BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

    BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.

    Note to Recruiters : BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

    serp_jobs.job_alerts.create_a_job

    Relationship Manager • Modesto, CA, United States

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Remote Sales Representative

    Remote Sales Representative

    Altig / AO Globe LifeTracy, California
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    If you’re passionate about making a difference and want to turn that passion into a fulfilling career, we want to hear from you. A Sales Representative plays a crucial role in driving business...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Senior Affiliate Manager

    Senior Affiliate Manager

    VirtualVocationsModesto, California, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Affiliate Manager to build, manage, and optimize its affiliate program.Key Responsibilities Source, recruit, and negotiate with top-performing affiliates across ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Relationship Specialist

    Relationship Specialist

    VirtualVocationsModesto, California, United States
    serp_jobs.job_card.full_time
    A company is looking for a Relationship Specialist to manage partner programs and support client communications.Key Responsibilities Maintain accurate internal documentation and trackers for lend...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Partnerships Manager

    Partnerships Manager

    VirtualVocationsStockton, California, United States
    serp_jobs.job_card.full_time
    A company is looking for a Partner Manager to build and nurture strategic relationships that drive growth and adoption of its solutions. Key Responsibilities Develop and execute a comprehensive pa...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Relationship Manager

    Relationship Manager

    VirtualVocationsStockton, California, United States
    serp_jobs.job_card.full_time
    A company is looking for a Relationship Manager - Protocols.Key Responsibilities Generate new revenue opportunities through cross-selling and grow existing client wallet share Develop account pl...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Clinical Psychologist (PsyD, PhD) - Farmington, CA

    Clinical Psychologist (PsyD, PhD) - Farmington, CA

    LifeStance HealthFarmington, CA, US
    serp_jobs.job_card.full_time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Partnerships & Business Development Manager

    Partnerships & Business Development Manager

    VirtualVocationsModesto, California, United States
    serp_jobs.job_card.full_time
    A company is looking for a Partnerships & Business Development Manager.Key Responsibilities Own the entire sales pipeline, including engagement, follow-ups, and closing demos Identify and prospe...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Principal Renewal Account Manager

    Principal Renewal Account Manager

    VirtualVocationsModesto, California, United States
    serp_jobs.job_card.full_time
    A company is looking for a Principal Renewal Account Manager.Key Responsibilities Manage quarterly and annual renewal portfolio for assigned Enterprise customers Act as the subject matter expert...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Senior Sales Enablement Manager

    Senior Sales Enablement Manager

    VirtualVocationsStockton, California, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Sales Enablement Manager.Key Responsibilities Define and document the sales process, establishing clear expectations for each stage of the sales cycle Develop a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Manager, Go-to-Market Onboarding

    Senior Manager, Go-to-Market Onboarding

    VirtualVocationsModesto, California, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Manager, Go-to-Market Onboarding.Key Responsibilities Lead and scale onboarding programs for Sales, Customer Success, and Renewals to enhance performance outcome...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Senior Premier Relationship Manager

    Senior Premier Relationship Manager

    BmoSalida, CA, US
    serp_jobs.job_card.part_time
    Licensed Senior Premier Relationship Manager.Application Deadline : 11 / 29 / 2025.Job Family Group : Retail Banking Sales & Service. This is a licensed position requiring the SIE, Series 6, 63, Life and ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Premier Relationship Manager

    Senior Premier Relationship Manager

    BMO FinancialModesto, CA, US
    serp_jobs.job_card.part_time
    Retail Banking Sales & Service.This is a licensed position requiring the SIE, Series 6, 63, Life and Health.The mission of Premier Services is to help mass affluent clientele make real financia...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Senior Manager, Enterprise Sales

    Senior Manager, Enterprise Sales

    VirtualVocationsModesto, California, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Manager, Enterprise Sales.Key Responsibilities Lead a sales team to exceed revenue and pipeline targets through strategic selling to large enterprise accounts D...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Business Banking Relationship Manager

    Business Banking Relationship Manager

    BmoSalida, CA, US
    serp_jobs.job_card.part_time
    Business Banking Relationship Manager.Come join a culture that is about so much more than the bottom line.Be a part of a team that celebrates big ideas, supports your personal and professional grow...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Account Manager

    Senior Account Manager

    VirtualVocationsStockton, California, United States
    serp_jobs.job_card.full_time
    A company is looking for a Sr Account Manager to act as a client advocate and ensure client needs are met.Key Responsibilities : Create strategies to identify and target prospective clients in key...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Clinical Psychologist (PsyD, PhD) - Waterford, CA

    Clinical Psychologist (PsyD, PhD) - Waterford, CA

    LifeStance HealthWaterford, CA, US
    serp_jobs.job_card.full_time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Clinical Psychologist (PsyD, PhD) - Linden, CA

    Clinical Psychologist (PsyD, PhD) - Linden, CA

    LifeStance HealthLinden, CA, US
    serp_jobs.job_card.full_time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Partner Development Representative

    Senior Partner Development Representative

    VirtualVocationsModesto, California, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Partner Development Representative - Google Cloud ISV.Key Responsibilities Generate demand through campaigns, events, and prospecting to build ISV pipeline Deli...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Senior Sales Manager - Fintech

    Senior Sales Manager - Fintech

    VirtualVocationsModesto, California, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Sales Manager in Fintech Earned Wage Access.Key Responsibilities Generate revenue through sales to new and existing key accounts Prepare quantitative, qualitati...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Senior Sales Performance Manager

    Senior Sales Performance Manager

    VirtualVocationsStockton, California, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Manager, Sales Performance & Analytics (Remote).Key Responsibilities Collaborate with cross-functional partners to develop standardized reporting for the sales o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day