Senior Relationship Manager, Mass Affluent

Hispanic Alliance for Career Enhancement; Wauwatosa (WI); On-site; USD 51,800 - 95,900; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a Mass Affluent Banking Sales professional to proactively manage a multi-branch client portfolio, uncover financial needs, and provide compliant banking solutions. You will work with partners to optimize products, pricing, and services while maintaining strong client relationships and meeting sales targets.

Role requires knowledge of deposits, loans, mortgage basics, credit risk, and regulatory requirements.

Qualifications

• Typically 4–6 years of relevant experience in financial services.
• Proven knowledge of banking products, pricing strategies, and profitability.
• SIE Exam, Series 6, 63, 65, state Life/Health licenses required or to be obtained within 120 days.
• Advanced understanding of deposits, loans, credit risk, and banking directives.
• Strong brokerage and insurance product knowledge.
• Experience with retirement plans, business banking, insurance, and succession planning.

Responsibilities

• Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branches.
• Acts as primary contact to uncover financial needs and provide compliant solutions.
• Uses consultative sales to develop relationships and identify opportunities.
• Reviews credit applications to ensure sound principles and remedies for asset quality.
• Educates clients about digital banking options and self-serve technologies.
• Liaises with departments to provide product support and regulatory compliance.
• Assists in community outreach and relationship building to identify prospects.
• Delivers training to branch personnel to enhance product knowledge.
• Maintains risk controls and follows the Bank's risk management framework.

Skills

Consultative sales

Client relationship management

Regulatory compliance understanding

Financial product knowledge

Communication skills

Analytical and problem solving

Team collaboration

Education

Post-secondary degree preferred

Job description

BMO Financial Group is seeking a Mass Affluent Banking Sales professional to proactively manage a multi-branch client portfolio, uncover financial needs, and provide compliant banking solutions. You will work with partners to optimize products, pricing, and services while maintaining strong client relationships and meeting sales targets.

Role requires knowledge of deposits, loans, mortgage basics, credit risk, and regulatory requirements.