154 Java J2ee jobs in Camptonville, CA
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Senior Premier Relationship Manager Licensed

BMO Financial

Grass Valley, CA 95945

Life and Health License

Within 15 miles of Grass Valley, CA

~ 35 min OnsiteEducation AssistanceHealth InsuranceRetirement Benefit

  • Advanced understanding of deposit, loan (including mortgage) and banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards, supporting processes, applicable legal and regulatory requirements, and Bank policies
  • Excellent understanding of brokerage and insurance products
  • Excellent understanding of personal trust and investment management
  • Senior Premier Relationship Manager Licensed
  • In-depth knowledge of client portfolio management
  • Typically between 4 - 6 years of relevant experience
  • Required: SIE Exam, Series 6, Series 63, Life & Health licenses (if licenses not currently held, required within six months of role start date)
  • This is a licensed position requiring the SIE, Series 6, 63, Life and Health
  • Excellent knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning
  • 7+ years of experience in a financial services organization with knowledge of banking products, services, pricing, and profitability
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