Client Experience & Delivery Specialist

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

Job summary

BMO Harris Bank in Tampa, FL is seeking a client service specialist in Commercial Banking to deliver exceptional client experiences and resolve complex service requests. You will handle transactional requests, escalation management, and collaborate on dashboards and reporting while applying risk controls.

A background in banking, loan processing, and business administration is preferred, with strong analytical skills and teamwork.

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.

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.

Skills

Client relationship management

Banking experience

Commercial Banking

Loan processing knowledge

Regulatory awareness

Education

Bachelor's degree preferred; Business Administration/Finance/Marketing

Tools

Microsoft Office

Job description

BMO Harris Bank in Tampa, FL is seeking a client service specialist in Commercial Banking to deliver exceptional client experiences and resolve complex service requests. You will handle transactional requests, escalation management, and collaborate on dashboards and reporting while applying risk controls.

A background in banking, loan processing, and business administration is preferred, with strong analytical skills and teamwork.