Client Services Officer

bmo; Edmonton; On-site; CAD 41,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Financial Group in Canada is seeking a client service professional within Commercial Sales & Service. You will provide daily operational service support to grow market share and maximize profitability of client relationships.

Responsibilities include resolving client issues promptly, identifying cross-sell opportunities, and collaborating with stakeholders while maintaining accurate reporting and documentation. Bilingual ability is a plus.

Qualifications

• Typically between 2–3 years of relevant experience and post-secondary degree in related field desirable or an equivalent combination of education and experience.
• Strong oral and written communication skills.
• Ability to work in a fast paced environment with concurrent tasks and priorities.
• Bilingual a plus. Knowledge of BMO banking products and escalation processes.
• Organizational and collaboration skills; analytic problem solving.

Responsibilities

• Provides exceptional, daily operational service support to grow the Bank's market share and profitability of client relationships.
• Ensures client problem resolution is prompt and effective, and identifies cross-sell opportunities to be acted on.
• Meets client service needs in a call center or one-on-one relationship with top tier clients.
• Develops tailored messaging and documents client requests using tracking systems.
• Coordinates activities for strategic initiatives and tracks metrics and milestones.

Skills

Oral communication

Written communication

Multitasking

Analytical thinking

Education

Post-secondary degree in related field

Job description

Application Deadline:

10/04/2026

Address:

10185 101 Street NW

Job Family Group:

Commercial Sales & Service

Responsibilities:

• Provides exceptional, daily operational service support to grow the Bank's market share and maximize profitability of client relationships.
• Ensures client problem resolution is prompt and effective, and that enhancement opportunities are identified and closed or referred during client service interactions.
• Typically meets client service needs through a pooled call center environment or a dedicated one-on-one relationship with sensitive, complex, and/or top tiered clients.
• Demonstrates an in-depth working knowledge of the strengths, capabilities, and limitations of products, upgrades, and cross-sell opportunities.
• Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
• Collaborates with internal and external stakeholders to deliver on business objectives.
• Gathers and formats data into regular and ad-hoc reports, and dashboards.
• Accurately documents client requests using tracking systems.
• Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
• Supports the development of tailored messaging, which may include writing, editing and distributing communications.
• Demonstrates an in-depth understanding of product and service capabilities by providing needed information or directing clients to the appropriate source.
• Tracks the collection of client service fees.
• Executes work to deliver timely, accurate, and efficient service.
• Actively listens to client concerns to diagnose client service needs.
• Facilitates timely client problem-resolution, and engages cross-functional representatives or groups, as appropriate.
• Responds to client concerns in a professional manner that conveys ownership, competence, respect, the value of the client relationship and meets standards.
• Facilitates actions that close gaps between client expectations and experiences in the performance of the Bank and its products.
• Serves as an advocate for individual clients and escalates service problems to facilitate timely resolution.
• Explores and identifies enhancements and cross-sell opportunities to bring forward to appropriate lines of business.
• 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:

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Strong oral and written communication skills.
• Ability to work in a fast paced environment that requires handling various tasks and priorities concurrently.
• Bilingual a plus.
• Knowledge of BMO banking products - In-depth.
• Knowledge of customer escalation processes/practices - In-depth.
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Salary :

$40,500.00 - $80,000.00

Pay Type:

Salaried

Benefits:

• BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
• 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.

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 -