Talent.com
serp_jobs.error_messages.no_longer_accepting
Senior Premier Relationship Manager

Senior Premier Relationship Manager

BMO FinancialSan Lorenzo, CA, US
job_description.job_card.variable_hours_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.part_time
job_description.job_card.job_description

Job Description

Application Deadline :

12 / 30 / 2025

Address :

17833 Hesperian Blvd.

Job Family Group :

Retail Banking Sales & Service

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

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 BMO’s 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 .  We’ve 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 client’s 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 Bank’s 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 :

    $63,300.00 - $117,200.00

    Pay Type : Salaried

    The above represents BMO Financial Group’s 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 Group’s expected target for the first year in this position.

    BMO Financial Group’s 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 :   -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.  We’ll 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, we’ll help you gain valuable experience, and broaden your skillset.

    To find out more visit us at

    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 • San Lorenzo, CA, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Sr. Client Partner

    Sr. Client Partner

    PinterestSan Francisco, CA, United States
    serp_jobs.job_card.full_time
    Millions of people around the world come to our platform to find creative ideas, dream about new possibilities and plan for memories that will last a lifetime. At Pinterest, we're on a mission to br...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Associate Advisor / Relationship Manager

    Associate Advisor / Relationship Manager

    RIA RecruitingCampbell, CA, US
    serp_jobs.job_card.full_time
    Associate Advisor / Relationship Manager.Modern Wealth Management is seeking an Associate Advisor / Relationship Manager for our financial planning and investment advisory firm in Campbell, CA.We a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Community & Partner Relations Coordinator

    Community & Partner Relations Coordinator

    Upward HealthSanta Clara, California, United States, 95050
    serp_jobs.job_card.full_time
    Upward Health is an in-home, multidisciplinary medical group providing 24 / 7 whole-person care.Our clinical team treats physical, behavioral, and social health needs when and where a patient needs h...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Partner Experience Associate

    Partner Experience Associate

    Ihealth Labs IncSunnyvale, CA, US
    serp_jobs.job_card.full_time
    Position Title : Partner Success Associate.Annual Pay Range : $30 - $35 an hour.The Implementation & Partner Experience Associate plays a key role in ensuring new clinic partners and providers ha...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Client Success Manager / Senior Living

    Client Success Manager / Senior Living

    BrightSpring Health ServicesUnion City, CA, United States
    serp_jobs.job_card.full_time
    Client Success Manager / Senior Living.US-CA-SAN JOSE | US-CA-PALO ALTO | US-CA-UNION CITY.Operations Management focuses on efficiently meeting the needs of our clients across various lines of busi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Partnerships Lead

    Partnerships Lead

    VapiSan Francisco, CA, US
    serp_jobs.job_card.full_time
    Vapi is seeking an experienced Partnerships Lead to build and scale our partner ecosystem as we move upmarket with enterprise customers. This role will establish and grow two critical partner progra...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Commercial Recruiting Partner (12 Months Fixed-Term)

    Commercial Recruiting Partner (12 Months Fixed-Term)

    Sofar OceanSan Francisco, CA, US
    serp_jobs.job_card.temporary
    Commercial Recruiting Partner (12 Months Fixed-Term).Sofar is the leading ocean intelligence platform.We've built the world's largest real-time ocean network, turning billions of measurements into ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Relationship Manager

    Relationship Manager

    NotionSan Francisco, CA, US
    serp_jobs.job_card.full_time
    The Relationship Manager is part of the Notion Sales organization who works closely with cross-functional partners inside and outside of GTM. This individual owns the relationship with the accounts ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Partner Success

    Partner Success

    Inductive Bio, Inc.San Francisco, CA, United States
    serp_jobs.job_card.full_time
    At Inductive Bio we’re tackling the challenge of making drug discovery more efficient.Chemists spend countless hours combining data, expertise, and intuition to create new molecules that are effect...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

    BmoSan Lorenzo, CA, US
    serp_jobs.job_card.part_time
    Senior Premier Relationship Manager.A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass affluent clients. Each RM partners with multiple bran...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Partner

    Partner

    XCUTIVES INC.Santa Clara, CA, US
    serp_jobs.job_card.full_time
    We’re Hiring : Partner / Director – Semiconductor Consulting.F4CD; Locations : Bay Area, New York, Austin, TX.Anticipate industry shifts (policy, talent, market, technology) and translate...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Relationship Manager

    Relationship Manager

    CibcSan Francisco, CA, US
    serp_jobs.job_card.full_time
    We're building a relationship-oriented bank for the modern world.We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strength...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Named Account Executive

    Named Account Executive

    Medallia, Inc.San Francisco, CA, United States
    serp_jobs.job_card.full_time
    Medallia is the pioneer and market leader in Experience Management.Our award-winning SaaS platform, Medallia Experience Cloud, leads the market in the management of experiences, insights, and actio...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Account Executive

    Account Executive

    MeshySunnyvale, CA, US
    serp_jobs.job_card.full_time
    Headquartered in the Silicon Valley, Meshy is the leading 3D generative AI company on a mission to.Meshy makes it effortless for both professional artists and hobbyists to create unique 3D assets&m...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Manager, Donor Relationships

    Manager, Donor Relationships

    University of Southern California (USC)San Francisco, CA, US
    serp_jobs.job_card.full_time
    Classical California is America's largest listener-supported public media organization dedicated to classical music.Home to KUSC in Los Angeles and KDFC in San Francisco, our broadcasts and streams...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Community and Partner Relations Coordinator

    Community and Partner Relations Coordinator

    Upward HealthLos Gatos, CA, United States
    serp_jobs.job_card.full_time
    Upward Health is an in-home, multidisciplinary medical group providing 24 / 7 whole-person care.Our clinical team treats physical, behavioral, and social health needs when and where a patient needs h...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Partner Success Associate PrincipalSan Francisco; Los Angeles

    Partner Success Associate PrincipalSan Francisco; Los Angeles

    ViaSan Francisco, CA, US
    serp_jobs.job_card.full_time
    Partner Success Associate Principal.Via is using technology to transform transportation around the world.From changing a single person's daily commute to reducing humanity's collective environmenta...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Relationship Manager - Middle Market

    Relationship Manager - Middle Market

    ComericaSan Jose, CA, US
    serp_jobs.job_card.full_time
    Relationship Manager, Middle Market.The Relationship Manager is responsible for new business development, portfolio management and underwriting to support the needs of the group.This role will focu...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Private Wealth Relationship Manager (FP)

    Private Wealth Relationship Manager (FP)

    Bank of AmericaSan Francisco, CA, US
    serp_jobs.job_card.full_time
    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Mid-Market Enablement Business Partner Remote - United States

    Mid-Market Enablement Business Partner Remote - United States

    Reddit, Inc.San Francisco, CA, United States
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    Reddit is a community of communities.It’s built on shared interests, passion, and trust and is home to the most open and authentic conversations on the internet. Every day, Reddit users submit, vote...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days