Client Delivery Associate

BMO U.S.; Winter Park (FL); Presencial; USD 50.000 - 100.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Descripción de la vacante

BMO Financial Group is seeking a service-focused professional to provide daily operational support and ensure exceptional client experiences within Commercial Banking. You will resolve client problems, handle escalations, and contribute to improving service through insights gathered from client interactions and market analysis.

The role requires knowledge of banking processes, regulatory compliance, and strong communication skills while you engage clients to meet immediate needs and document

Formación

• 2–3 years of relevant experience in Client Relationship, Financial Services or Service Excellence in a corporate or banking environment is preferred.
• Specialized knowledge includes Regulatory Compliance, Document Management, Problem-Solving, Collaboration, Product Knowledge, Data Analysis, Reporting, Microsoft Office, Detail-Oriented, Teamwork.

Responsabilidades

• Provides daily operational service support and ensures the delivery of exceptional client experiences.
• Resolves client problems promptly and effectively while identifying enhancement opportunities during 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 dashboards; directs clients to relevant resources to address their needs.

Descripción del empleo

Application Deadline and Location

Application Deadline: 10/30/2026 Address: 531 West Morse Boulevard Job Family Group: Commercial Sales & Service

Responsibilities

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 and Pay Type

Salary: $50,000.00 - $100,000.00 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:

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 http://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.

BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.