Premier Banker III Job in Eden Prairie 55344, Minnesota US

Build and manage a select portfolio of clients matching the middle market/affluent client profile.  Act as an advisor for these clients by uncovering their individual and family financial needs and providing solutions directly, or indirectly through referrals to business partners. Strong internal team building and outside calling efforts is required.

SCOPE OF RESPONSIBILITY:
Number of Preferred Relationships 100-149
Portfolio Net Contribution
Net Contribution Growth
Level of Independence Activities reviewed to Independence with guidance from manager

SPECIFIC DUTIES/ACCOUNTABILITIES:

Selling Activities 80%
Business Development
Master the Excellence In Sales Profiling Process
Sales and Referrals
Master the Sales Process
Relationship Management
Product Knowledge

Technology, Tools and Resources 10%
Maintain a high level of user proficiency related to systems used for sales, operational procedures and client management (e.g. sales partner, CIS/deposit/loan system, MiLeads, MiProfiles, MiContacts, Lotus Notes)
Understand the capabilities Financial Advisors financial planning technology (Money Guide and InveSTR) and maintain user proficiency at a level to create basic financial plans including:

Team Building/Critical Linkages™ and Training10%
Effectively work with branch and business partner teammates in a proactive and positive manner to assist in achievement of overall team goals.  Contributions to the team include:

Bachelor’s degree
2-4 years professional financial services industry experience

ADDITIONAL QUALIFICATIONS:
• College degree or comparable experience in business related field required and post-graduate banking certification preferred.
• Minimum of four years experience working in the financial services industry with specific knowledge in the areas of products, services, pricing and profitability.
• Highly specialized and detailed level of deposit, loan (including mortgage) and banking services knowledge.
• Strong understanding of brokerage and insurance products including, mutual funds, MAAPs, fixed and variable annuities, term and long-term care insurance. Strong understanding of when these products match client investment needs.   
• Conceptual understanding of business services including retirement plans, business banking solutions, insurance and succession planning required.
• Conceptual understanding of personal trust and investment management required.
• Outstanding sales, interpersonal and communication skills.
• Strong organizational and time management skills.
• Good computer skills.
• Series 7 and 63 licenses as well as life and health insurance licenses may be required.

PERFORMANCE MEASURES:
• Composite Ranking in the top 50%
• Achieve or exceed established direct sales goals in the following categories:
• Deposit Sales and Balance Sheet Growth
• Loan Sales and Balance Sheet Growth
• Credit Card, Debit Card, On-line banking and other miscellaneous banking services
• Achieve or exceed established closed referral goals in the following categories:
• Mortgage Revenue
• MIFA Revenue:  Brokerage, Personal Trust, Insurance, Retirement Plans
• Business Banking (Units)
• Personal Banking (Units)
• Wealth Management (Units)
• Achieve or exceed Net Contribution goals from a combination of sales and referral results.
• Meets or exceeds business development calling goals.
• Maintains a quality loan portfolio.
• Adheres to compliance and procedural guidelines established by MI, or audit and regulatory groups.
• Effectively uses systems, tools and resources available to manage client relationships.
• Adheres to all administrative and reporting guidelines in a timely manner.  (e.g. Call reports, profiles, sales tracking, expense reports, exception reports)

BMO Harris Bank thanks all applicants. We advise only those who qualify for an interview will be contacted.