Client Success & Relationship Specialist

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

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.