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Senior Private Banker - Business Development Officer

Senior Private Banker - Business Development Officer
Company:

(Confidential)



Job Function:

Management

Details of the offer

Description:

Job Family Group:
Wealth Sales & ServiceThe Senior Private Banker-Business Development Officer acts as the driver of business development in BMO Private Bank to actively develop, manage, retain and build a portfolio of profitable banking relationships with high- and ultra high-net-worth clients. This role will develop and deliver solutions that meet the clients complex needs, while providing an exceptional client experience and highly personalized interaction. The role is accountable for deposit and credit structuring and negotiating, portfolio management, and risk management for new banking clients. The incumbent will make credit decisions and recommendations in accordance with Private Banking policies and procedures, working in collaboration with the Regional Director of Banking and National Banking Group.
The Senior Private Banker-Business Development Officer will work with the Managing Director and BMO Private Bank partners to ensure the comprehensive delivery of BMO Wealth Management and BMO Harris Bank capabilities. This role will also be an active member of the community representing BMO Wealth Management in philanthropic and community organizations.
For employees who will be working in the U.S. the following applies: 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 restrictions on performing in a real estate agent capacity.
80-100%: Business Development-Sales:
Source new BMO Wealth Management target clients. Act as the Lead Relationship Manager for any clients that are sourced.
This sales and relationship management role will attract, retain and grow a portfolio of prospect and client relationships by providing a consistently exceptional prospect and client experience. The Senior Private Banker-Business Development Officer will demonstrate the understanding of and care for the client through the proactive delivery of holistic advice and solutions designed to meet the clients specific needs.
Act as the Lead Relationship Manager owner of BMO Wealth Management banking clients and BMO Wealth Management prospects that are sourced and become part of a self-sourced book of business. Lead and coordinate the client service team to deliver an exceptional Client Experience and apply BMO Private Bank advice-based expertise to provide customized solutions that deepen and solidify the client relationship.
Perform all required Lead Relationship Manager responsibilities, activities, touch points and client retention standards including: Professional Standards, Prospect Experience, On-boarding Experience, Ongoing Experience.
Achieve new business development sales goals, supported by monthly growth plan meetings.
Drive and direct the sales process by frequently proactively contacting clients and by initiating cross sales referrals to BMO Wealth Management partners and BMO business partners.
Expand existing portfolio through new client acquisitions by proactively sourcing prospective clients within BMO Private Bank defined target market.
Know and understand the clients financial history, and family and personal information in order to assemble the appropriate BMO Private Bank client service team, customize and manage client communications and touch points, and target client entertainment and education opportunities, etc.
Exercise exceptional quality service standards to maximize client retention and growth.
Make the existing client a BMO Wealth Management advocate to generate new referrals: ask for referrals and introductions to other potential HNW clients.
Participate in prospect, client, community and business events to enhance the image of BMO Private Bank in an effort to retain and build upon existing and new business within the market.
0% -20%: Portfolio Management:
Leverage banking operating model to manage incumbents own banking portfolio for complex loan and deposit retention and expansion of existing relationships; including but not limited to the following accountabilities:
Manage the banking client portfolio: service, analyze, investigate and resolve credit and banking issues in a timely, efficient, and effective manner ensuring the highest level of client satisfaction.
Handle client requests with the highest level of responsiveness: create custom solutions and develop client options, recommend structure, products and features, and negotiate new and renewal loan terms.
2 days ago
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Requirements

Senior Private Banker - Business Development Officer
Company:

(Confidential)



Job Function:

Management

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