Client Experience & Service Delivery Associate

Bank of Montreal; 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

Job summary

Bank of Montreal in Tampa, FL is seeking a Client Relationship professional within Commercial Banking to deliver daily operational service and exceptional client experiences. You will resolve client problems promptly and refer opportunities for improvement during service interactions.

The role handles transactional requests, escalations, and loan documentation, collaborates with clients to assess needs, and ensures compliance with bank policies and regulatory requirements.

Qualifications

• Regulatory Compliance knowledge required.
• Document management and problem-solving skills.
• Collaboration with teams to deliver client service.
• Product knowledge and data analysis/reporting capabilities.
• Proficiency with Microsoft Office tools.

Responsibilities

• Provide daily operational service support and deliver exceptional client experiences.
• Resolve client problems promptly and refer opportunities for improvement during service interactions.
• Handle transactional requests, escalations and investigations for clients.
• Publish regular and ad-hoc reports and dashboards.
• Ensure all client interactions and documentation comply with bank policies and regulatory requirements.
• Assist Commercial Banking clients with loan process and documentation.

Skills

Regulatory Compliance

Document Management

Problem-Solving

Collaboration

Product Knowledge

Data Analysis

Reporting

Microsoft Office

Education

Bachelor's degree

Job description

Bank of Montreal in Tampa, FL is seeking a Client Relationship professional within Commercial Banking to deliver daily operational service and exceptional client experiences. You will resolve client problems promptly and refer opportunities for improvement during service interactions.

The role handles transactional requests, escalations, and loan documentation, collaborates with clients to assess needs, and ensures compliance with bank policies and regulatory requirements.