Associate, Customer Service Lending Delivery

BMO; Quebec; On-site; CAD 41,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Life insurance

Retirement savings plans

Job summary

BMO is seeking a Client Delivery Associate to support clients, resolve service needs, and help shape solutions in a fast-paced team. You’ll leverage strong problem-solving skills to deliver outstanding service and contribute to business growth.

With 2–3 years in client service or banking, you will build trusted relationships, interpret data for reporting, and collaborate across teams to improve client satisfaction while adhering to regulatory requirements.

Qualifications

• 2–3 years of experience in client service, relationship management, financial services, banking, or related field.

Responsibilities

• Deliver day-to-day client support by handling service requests, inquiries, investigations, and escalations with professionalism and urgency.
• Build strong client relationships, proactively identifying needs and ensuring timely issue resolution.
• Leverage knowledge of BMO products/services to connect clients with the right solutions and partners.
• Monitor effectiveness of service resolutions to ensure a seamless client experience.
• Produce and maintain regular and ad hoc reporting, dashboards, and service metrics.
• Analyze client feedback and service trends to identify process improvements and enhance client satisfaction.
• Collaborate with internal partners to resolve complex issues and support strategic initiatives.
• Provide client and market insights to improve products, services, and experiences.
• Maintain documentation and ensure activities comply with regulatory and risk management requirements.
• Exercise sound judgment and escalate when appropriate while balancing client needs and risk.

Skills

Client service

Relationship management

Financial services

Banking

Data analysis

Reporting

Communication

Team collaboration

Attention to detail

Microsoft Office

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Job description

At BMO, we believe exceptional client experiences are built through trusted relationships, outstanding service, and a commitment to continuous improvement. As a Client Delivery Associate, you will play a critical role in supporting our clients, resolving complex service needs, and helping shape solutions that make a meaningful impact. This is an opportunity to work in a collaborative, fast-paced environment where your insights, problem-solving skills, and dedication to client success will contribute directly to business growth and innovation.

What You'll Do

• Deliver exceptional day-to-day support to clients by managing service requests, transactional inquiries, investigations, and escalations with professionalism and urgency.
• Build strong relationships with clients, proactively identifying their needs and ensuring effective, timely resolution of issues.
• Serve as a trusted resource by leveraging your knowledge of BMO's products and services to connect clients with the right solutions and partners.
• Monitor and assess the effectiveness of service resolutions, ensuring a seamless and positive client experience.
• Produce and maintain regular and ad hoc reporting, dashboards, and service metrics to support business and client objectives.
• Analyze client feedback, service trends, and operational data to identify opportunities for process improvements and enhanced client satisfaction.
• Collaborate with internal partners across the organization to resolve complex issues and support strategic initiatives.
• Contribute valuable client and market insights that help drive enhancements to existing products, services, and client experiences.
• Support operational excellence by maintaining accurate documentation and ensuring all activities adhere to regulatory, compliance, and risk management requirements.
• Exercise sound judgment when addressing complex situations, escalating issues where appropriate, and balancing client needs with prudent risk management practices.

What You'll Bring

• 2-3 years of experience in client service, relationship management, financial services, banking, or a related field.
• A passion for delivering exceptional client experiences and building long-term relationships.
• Strong analytical and problem-solving skills, with the ability to assess issues, identify solutions, and drive outcomes.
• Experience interpreting data, preparing reports, and using insights to improve performance and service delivery.
• Excellent communication and collaboration skills, with the ability to work effectively across teams and stakeholder groups.
• Strong attention to detail and organizational skills in a dynamic environment.
• Proficiency with Microsoft Office and reporting tools.
• Bachelor's degree in Business Administration, Finance, Marketing, or a related discipline preferred; equivalent experience will also be considered.

Why Join BMO?

At BMO, you'll be empowered to make a real impact from day one. We foster a collaborative and inclusive culture where diverse perspectives are valued, innovation is encouraged, and professional growth is supported. You'll have the opportunity to work with talented colleagues, build meaningful client relationships, and contribute to initiatives that shape the future of banking while advancing your own career. Together, we're helping our clients, communities, and employees grow and thrive.

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Salary

$40,500.00 - $80,000.00

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.