Client Delivery Associate - Commercial Banking

BMO U.S.; Newport Beach (CA); On-site; USD 50,100 - 82,800; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

A leading financial institution is seeking a Client Delivery Associate in Newport Beach, CA. The role entails providing exceptional operational service support and resolving client issues effectively. Candidates should possess 2-3 years of relevant experience, preferably in a banking environment, and a Bachelor's degree is preferred. This position offers a competitive salary ranging from $50,100 to $82,800 annually, along with various perks including health insurance and retirement savings plans.

Qualifications

• 2-3 years of experience in Client Relationship or Financial Services.
• Proficient in Regulatory Compliance and Problem-Solving.
• Ability to learn product knowledge and regulatory compliance.

Responsibilities

• Handle transactional requests and investigate client service needs.
• Engage with clients to ensure their needs are met.
• Publish regular reports and dashboards.

Skills

Client service experience

Data Analysis & Reporting

Detail-Oriented

Teamwork

Education

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

2–3 years of relevant experience

Tools

Microsoft Office

Job description

Client Delivery Associate - Commercial Banking

5 days ago. Be among the first 25 applicants.

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

Responsibilities

• Handle transactional requests, escalations and investigate all types of service needs for clients.
• Engage with clients to ensure immediate needs are met and assess the effectiveness of issue resolutions.
• Publish regular and ad‑hoc reports and dashboards.
• Demonstrate knowledge of products and services, directing clients to the most relevant resources to address their needs.
• Contribute to the development of new products or services based on insights gathered from client interactions and market analysis.
• Engage with clients to understand and diagnose service needs, ensuring concerns are addressed promptly and effectively.
• Respond to and facilitate the resolution of client service requests.
• Collect and analyze client feedback to identify service gaps, enhance operational performance, and optimize client satisfaction.
• Ensure all client interactions, documentation, and issue resolutions comply with bank policies, regulatory requirements, and internal controls.
• Complete complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Analyze issues and determine next steps.
• Broader work or accountabilities may be assigned as needed.

Qualifications

• 2–3 years of relevant experience in Client Relationship, Financial Services, or Service Excellence in a corporate or banking environment.
• Bachelor’s degree preferred (Business Administration, Finance, or Marketing); other related discipline or commensurate work experience considered.
• Foundational level of proficiency in Regulatory Compliance, Document Management, Problem‑Solving.
• Intermediate level of proficiency in Product Knowledge, Data Analysis & Reporting, Microsoft Office, Detail‑Oriented, Teamwork.
• Ability to learn product knowledge and understand regulatory compliance.
• Well‑versed in Microsoft Office.
• Client service experience.

Salaries & Benefits

Salary: $50,100.00 – $82,800.00 (annual). Salaried position.

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. Employees may receive performance‑based incentives, discretionary bonuses, and 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.

Equal Employment Opportunity Statement

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.

Note to recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.