Associate, Customer Service Lending Delivery

Jobtailor; Brossard; On-site; CAD 60,000 - 80,000; Full time

Job summary

Jobtailor is seeking a mid-level Client Relationship Specialist in Canada to support daily operations and deliver superior client experiences. You will resolve complex client inquiries, analyze data, and publish dashboards while ensuring compliance with policies and risk controls.

This role invites proactive identification of service enhancements and collaboration with product teams. You will engage clients to diagnose needs, demonstrate product knowledge, and contribute to service development

Qualifications

• 2–3 years of client relationship or service excellence experience in banking.
• Bachelor's degree in Business Administration, Finance or Marketing preferred.
• Foundational proficiency in regulatory compliance and document management.
• Strong data analysis and reporting skills.

Responsibilities

• Provide daily operational service support and deliver exceptional client experiences.
• Resolve client problems, requests, escalations, and investigations promptly.
• Identify and refer opportunities to enhance client service.
• Engage with clients to diagnose service needs and assess resolutions.
• Publish regular and ad-hoc reports and dashboards.
• Demonstrate knowledge of products and services and direct clients to resources.
• Contribute to new product development using client insights and market data.
• Collect and analyze client feedback to identify service gaps.
• Ensure interactions comply with bank policies, regulations, and internal controls.
• Handle complex tasks including escalations; analyze issues and plan next steps.
• Apply Risk Management Framework and make risk-informed decisions.

Skills

Client Relationship Management

Regulatory Compliance

Data Analysis

Reporting

Problem-Solving

Collaboration

Detail-Oriented

Teamwork

Product Knowledge

Document Management

Education

Bachelor's degree in Business Administration

Bachelor's degree in Finance

Bachelor's degree in Marketing

Tools

Microsoft Office

Job description

Provide daily operational service support and deliver exceptional client experiences
Resolve client problems, transactional requests, escalations, investigations, and service needs promptly and effectively
Identify, address, or refer enhancement opportunities during client service interactions
Engage with clients to understand and diagnose service needs and assess the effectiveness of resolutions
Publish regular and ad-hoc reports and dashboards
Demonstrate knowledge of products and services and direct clients to relevant resources
Contribute to new product or service development using client interaction insights and market analysis
Collect and analyze client feedback to identify service gaps and optimize client satisfaction
Ensure client interactions, documentation, and resolutions comply with bank policies, regulatory requirements, and internal controls
Handle complex and diverse tasks, including escalations from other employees
Analyze issues and determine next steps
Apply BMO's Risk Management Framework and make sound, risk-informed decisions aligned with business strategy and applicable policies, laws, and regulations

Requirements

• 2–3 years of relevant experience in Client Relationship, Financial Services, or Service Excellence in a corporate or banking environment preferred
• Bachelor's degree preferred; Business Administration, Finance, or Marketing preferred
• Related discipline or commensurate work experience considered
• Foundational proficiency in Regulatory Compliance, Document Management, Problem-Solving, and Collaboration
• Intermediate proficiency in Product Knowledge, Data Analysis, Reporting, Microsoft Office, Detail-Oriented work, and Teamwork
• Ability to apply risk management principles and comply with policies, laws, regulations, and internal controls

Core Competencies

Demonstrates expertise in Client Relationship Management and Regulatory Compliance while effectively analyzing client feedback to enhance service delivery. Proficient in Data Analysis and Reporting, ensuring adherence to internal controls and risk management principles.

Highest-signal resume keywords

• Client Relationship Management
• Regulatory Compliance
• Data Analysis
• Reporting
• Problem-Solving

ATS Optimization Keywords

Hard Skills

• Data Analysis
• Reporting
• Regulatory Compliance
• Document Management
• Product Knowledge

Soft Skills

• Problem-Solving
• Collaboration
• Detail-Oriented
• Teamwork

Industry Keywords

• Financial Services
• Service Excellence
• Client Experience
• Risk Management
• Internal Controls

Tools & Technologies

• Microsoft Office