Overview

Proactively build and manage an assigned portfolio of mass affluent clients across multiple branch locations. Act as primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies. Work collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience.

Responsibilities

• Use a consultative sales process to develop strong customer relationships; act as client’s trusted advisor and primary point of contact.
• Proactively work with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities.
• Make key recommendations on products, pricing, and services; link customer to business partner experts based on key financial decisions.
• Achieve results and meet sales targets by acquiring new assets from existing client portfolio and new c...