Client Delivery Associate

BMO; Tampa (FL); On-site; USD 50,000 - 83,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Tampa seeks a client service professional to provide daily operational support and deliver exceptional client experiences across banking products and services. You will resolve complex client issues, process transactional requests, assess outcomes, and escalate where needed while contributing to product and process improvements based on client interactions and market insights.

The role emphasizes regulatory compliance, documentation, data analysis, and collaboration, with

Qualifications

• 2–3 years of relevant experience in Client Relationship, Financial Services or Service Excellence in a corporate or banking environment.
• Must have banking experience and loan documentation knowledge.
• Bachelor’s degree preferred in business administration, finance or marketing.

Responsibilities

• Handles transactional requests, escalations and investigation of all types of service needs for clients.
• Engages with clients to ensure immediate needs are met and assesses the effectiveness of issue resolutions.
• Publishes regular and ad-hoc reports and dashboards.
• Demonstrates knowledge of products and services, directing clients to the most relevant resources.
• Contributes to the development of new products or services based on client interactions and market analysis.
• Ensures all client interactions, documentation, and issue resolutions comply with bank policies and regulatory requirements.

Skills

Client relationships

Financial services

Service excellence

Banking experience

Loan processing knowledge

Education

Bachelor’s degree preferred in Business Administration, Finance or Marketing

Tools

Microsoft Office

Job description

Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during client service interactions.

• Handles transactional requests, escalations and investigation of all types of service needs for clients.

• Engages with clients to ensure immediate needs are met and assesses the effectiveness of issue resolutions.

• Publishes regular and ad-hoc reports and dashboard

• 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.

• 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:

• 2 – 3 years of relevant experience in Client Relationship, Financial Services or Service Excellence in a corporate or banking environment is preferred.

• Must have banking experience

• Commercial Banking experience is preferred

• Must have loan process and documentation experience or knowledge

• Must have the ability to assist Commercial Banking Clients

• 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

Salary:

$50,100.00 - $82,800.00

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/us/en

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to [e-mail] and let us know the nature of your request and your contact information.