Premier Client Specialist

Bank N.A.; Verona (WI); Sur place; USD 60 000 - 90 000; Plein temps

Résumé du poste

Bank N.A. in Wisconsin seeks a banking professional to serve as the primary client contact, uncover financial needs, and provide holistic banking and investment solutions in compliance with regulatory policies.

You will collaborate with local partners to grow assets under management and attract new clients while expanding digital platform adoption. The role emphasizes relationship-building, advising on deposits, loans, and investment products, and achieving sales targets through proactive client

Qualifications

• 3+ years of relevant experience in financial services.
• Knowledge of banking products, pricing strategies, and profitability.
• Licensing: SIE, Life/Health, Series 6/63/65 OR Series 7/66; within 120 days.

Responsabilités

• Act as primary client contact to uncover financial needs and provide holistic banking/investment solutions.
• Develop relationships with clients and community partners to drive new client acquisition and AUM growth.
• Provide financial advice using defined banking/investment solution set.
• Meet sales targets by acquiring assets from existing portfolios and new clients.
• Promote digital banking features and platform adoption.
• Develop business plans and sales strategies to achieve objectives.

Connaissances

Financial services knowledge

Cash flow analysis

Deposits and loans understanding

Formation

Post-secondary degree (preferred)

SIE Exam

State Life and Health Insurance license

Series 6/63/65 or Series 7/66

Description du poste

Application Deadline

12/24/2026

Address

610 W Verona Avenue

Job Family Group

Retail Banking Sales & Service

Job Description

Acts as the primary client contact to uncover financial needs and provide holistic banking and investment solutions in compliance with regulatory and compliance policies. Works collaboratively in the market with BMO partners, COIs, and the community to build relationships and deliver the desired customer experience, with a focus on new client acquisition, growing overall AUM (e.g. deposits and investments), and increasing investment penetration within portfolio.

Takes a consultative approach to relationship building and uncovering financial opportunities while developing recommendations by taking a financial planning approached. Provides financial advice, guidance, and solutions through a defined banking and investment solution set (e.g. simplified advisory accounts, annuities, mutual funds, 529s, and life insurance).

Collaborates with Financial Advisor, as appropriate, for clients with more complex financial needs.

Proactively works with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities.

Makes recommendations on products, pricing, and services; connects customer with experts based on financial decisions

Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition.

Introduces and guides clients to use digital platforms and promotes adoption of digital features.

Develops, maintains and executes a business plan, including sales strategies, to achieve sales objectives.

Identifies short and long-term value creation opportunities for target customer segments.

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.

Coordinates outreach efforts for seminars, campaigns, or client events.

Cultivates strategic relationships with key client stakeholders to become a trusted advisor and influence long-term financial decisions.

Sources new revenue and investments through client acquisition and deepening existing relationships.

Delivers consistent client service using established playbook and guidelines.

Supports client onboarding, documentation, and service delivery.

Escalates complex or unresolved client situations and complaints.

Develops solid product knowledge and financial expertise for an assigned portfolio of products.

Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.

Builds effective relationships with internal/external stakeholders.

Monitors sales and service performance against plan to identify gaps and implements action plans that close performance gaps and resolve issues.

Provides individual and group training in order to mentor and coach branch personnel to enhance their knowledge and skills around the mass affluent client.

Reviews credit applications to ensure sound credit granting principles; recommends remedies to maintain acceptable asset and credit quality.

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.

Executes work to deliver timely, accurate, and efficient service.

Executes quality customer review meetings for retention and relationship expansion purposes.

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.

Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications

Typically, 3+ years of relevant experience; post-secondary degree in related field of study preferred, not required.

Proven experience in a financial services organization demonstrating knowledge of banking products, associated services, pricing strategies, and profitability management.

SIE Exam and, State Life and Health insurance and, Series 6, 63 and 65 OR Series 7 and 66.

If licenses are not currently held, they are required within 120 days of the role start date.

Advanced understanding of deposit, loan (including mortgage) and banking products and practices, cash flow analysis, lending pr