Senior Mass Affluent Relationship Manager

BMO; Visalia (CA); On-site; USD 58,000 - 107,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Visalia, CA seeks a Mass Affluent Banking Advisor to manage a multi-branch portfolio and act as the primary client contact for financial needs. You will navigate regulatory guidelines while delivering tailored solutions.

Responsibilities include proactive sales planning, credit review, community engagement, coaching branch staff, and guiding clients to digital options. Licenses are required; health insurance and retirement plans are part of the package.

Qualifications

• Typically between 4 - 6 years of relevant experience.
• Experience in a financial services organization with banking products and profitability knowledge.
• Licensing: SIE, Series 6, 63, 65; Life and Health insurance licenses required; Series 7/66 preferred.

Responsibilities

• Uses consultative sales process to build strong client relationships and be trusted advisor.
• Uncovers customer needs, provides solutions, and identifies additional sales opportunities.
• Makes recommendations on products and services; connects clients to specialists.
• Achieves sales targets by acquiring assets from existing and new clients.
• Reviews credit applications to ensure sound credit granting principles.

Skills

Communication skills

Regulatory knowledge

Sales/customer relationships

Team collaboration

Analytical/problem solving

Education

Post-secondary degree preferred

Tools

Licensing: SIE, Series 6/63/65, Life/Health

Licensing: Series 7/66 preferred

Job description

BMO Financial Group in Visalia, CA seeks a Mass Affluent Banking Advisor to manage a multi-branch portfolio and act as the primary client contact for financial needs. You will navigate regulatory guidelines while delivering tailored solutions.

Responsibilities include proactive sales planning, credit review, community engagement, coaching branch staff, and guiding clients to digital options. Licenses are required; health insurance and retirement plans are part of the package.