Senior Premier Relationship Manager

BMO · Verona, Wisconsin, United States

Location
Verona
Job Type
Full time
Posted
June 13, 2026

Job Description

Application Deadline:

06/25/2026

Address:

610 W Verona Avenue

Job Family Group:

Retail Banking Sales & Service

This is a licensed position requiring the SIE, Series 6, 63, 65, state Life and Health insurance licenses required; Series 7, 66 or 65 licenses preferred.

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 opportu...
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