BMO U.S. · 7 hours ago
Senior Premier Relationship Manager
Los Gatos, CA
Full-time
Onsite
Senior Level
$69K/yr - $128K/yr
7+ years expBMO U.S. is focused on helping mass affluent clientele make real financial progress. The Senior Premier Relationship Manager is responsible for managing and growing a portfolio of mass affluent clients while delivering personalized financial solutions and collaborating with branch locations and financial advisors.
Banking
Responsibilities
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
Qualification
Required
Typically between 4 - 6 years of relevant experience
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
Preferred
Post-secondary degree in related field of study preferred, not required
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO U.S.
We’re a bank, but there’s more to it than that. We're a top ten bank in North America and have been serving our customers since 1817.
5001-10000 employees
H1B Sponsorship
BMO U.S. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (11)
2023 (41)
2022 (22)
2021 (14)
2020 (21)
Funding
Current Stage
Late StageLeadership Team
Mike Morton
Vice Chair U.S. Commercial Banking
Recent News
2025-10-16
2025-09-23
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