Senior Premier Relationship Manager
BMO · Verona, Wisconsin, US
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,...
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. Qualifications: 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 restri...