Banking Client Service & Lending Delivery Associate

Aplaro Ltd; Brossard; On-site; CAD 39,000 - 71,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plan

Job summary

BMO Financial Group is seeking a client service professional to provide daily operational support, resolve client issues, and ensure exceptional experiences. You will handle escalations, publish reports, and advise on product resources while aligning with regulatory requirements.

This role emphasizes data analysis, documentation, and collaboration to drive improvements in service quality across channels. A bachelor’s degree is preferred and the position offers salaried compensation with

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.

Responsibilities

• Provides daily operational service support and ensures exceptional client experiences.
• Resolves client problems promptly while identifying enhancement opportunities.
• Handles transactional requests, escalations and investigations.
• Publishes regular and ad-hoc reports and dashboards.
• 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.

Skills

Regulatory Compliance

Document Management

Problem-Solving

Collaboration

Product Knowledge

Data Analysis

Reporting

Microsoft Office

Detail-Oriented

Teamwork

Education

Bachelor’s degree

Business Administration

Finance

Marketing

Job description

BMO Financial Group is seeking a client service professional to provide daily operational support, resolve client issues, and ensure exceptional experiences. You will handle escalations, publish reports, and advise on product resources while aligning with regulatory requirements.

This role emphasizes data analysis, documentation, and collaboration to drive improvements in service quality across channels. A bachelor’s degree is preferred and the position offers salaried compensation with