Associate, Customer Service Lending Delivery

BMO; Brossard; On-site; CAD 53,000 - 99,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a client service professional to provide daily operational support and deliver exceptional client experiences. You will resolve issues promptly, handle escalations, and address opportunities during client service interactions.

You will manage transactional requests, publish reports and dashboards, and apply product knowledge to guide clients to the right resources. Collaboration and adherence to regulatory requirements are emphasized.

Qualifications

• 2–3 years of relevant experience in Client Relationship, Financial Services or Service Excellence in banking is preferred.
• Bachelor’s degree preferred; Business Administration, Finance or Marketing preferred; related discipline or commensurate experience considered.
• Specialized knowledge.

Responsibilities

• Provides daily operational service support and ensures the delivery of exceptional client experiences.
• Resolves client problems promptly, escalations and investigation of service needs for clients.
• Publishes regular and ad-hoc reports and dashboards.
• Demonstrates knowledge of products and services, directing clients to the most relevant resources.
• Contributes to development of new products or services based on insights from client interactions.
• Engages with clients to diagnose service needs and ensure concerns are addressed promptly.
• Responds to and facilitates resolution of client service requests.
• Collects and analyzes client feedback to identify service gaps and optimize client satisfaction.
• Ensures all interactions, documentation and resolutions comply with bank policies and regulations.
• Completes complex tasks within given rules and may handle escalations.
• Analyzes issues and determines next steps.

Skills

Regulatory Compliance

Document Management

Problem-Solving

Collaboration

Product Knowledge

Data Analysis Reporting

Detail-Oriented

Teamwork

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during client service interactions.

• Handles transactional requests, escalations and investigation of all types of service needs for clients.
• Engages with clients to ensure immediate needs are met and assesses the effectiveness of issue resolutions.
• Publishes regular and ad-hoc reports and dashboard
• Demonstrates knowledge of products and services, directing clients to the most relevant resources to address their needs.
• Contributes to the development of new products or services based on insights gathered from client interactions and market analysis.
• Engages with clients to understand and diagnose service needs, ensuring concerns are addressed promptly and effectively.
• Responds to and facilitates the resolution of client service requests.
• Collects and analyzes client feedback to identify service gaps, enhance operational performance, and optimize client satisfaction.
• Ensures all client interactions, documentation, and issue resolutions comply with bank policies, regulatory requirements, and internal controls.
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Analyzes issues and determines next steps.
• Broader work or accountabilities may be assigned as needed.
• Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

• 2 – 3 years of relevant experience in Client Relationship, Financial Services or Service Excellence in a corporate or banking environment is preferred.
• Bachelor’s degree preferred; Business Administration, Finance or Marketing preferred. Any other related discipline or commensurate work experience considered.
• Specialized knowledge.

Foundational level of proficiency:

• Regulatory Compliance
• Document Management
• Problem-Solving
• Collaboration

Intermediate level of proficiency:

• Product Knowledge
• Data Analysis Reporting
• Microsoft Office
• Detail-Oriented
• Teamwork

Salary:

$38,500.00 - $71,000.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters:

BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.