Client Experience & Service Specialist (Banking)

BMO Harris Bank; Winter Park (FL); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO Harris Bank is seeking a Commercial Banking - Service Excellence role in Winter Park, FL. The position focuses on delivering exceptional client experiences, handling service requests, and resolving issues to improve client satisfaction.

You will publish reports, know product offerings, and contribute to new service ideas through client insights. The role requires 2–3 years in client relations or banking, with preferred commercial banking and loan process experience, plus a bachelor’s degree

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.

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 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.
• Analyses 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.

Skills

Regulatory Compliance

Document Management

Problem-Solving

Collaboration

Data Analysis Reporting

Microsoft Office

Detail-Oriented

Teamwork

Education

Bachelor's degree preferred

Job description

BMO Harris Bank is seeking a Commercial Banking - Service Excellence role in Winter Park, FL. The position focuses on delivering exceptional client experiences, handling service requests, and resolving issues to improve client satisfaction.

You will publish reports, know product offerings, and contribute to new service ideas through client insights. The role requires 2–3 years in client relations or banking, with preferred commercial banking and loan process experience, plus a bachelor’s degree