Premier Client Specialist

Application Deadline: 09/29/2026 Address: 1480 Shattuck Ave. Job Family Group: Retail Banking Sales & Service 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 centers 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 #J-18808-Ljbffr BMO Harris Bank