Client Service & Solutions Associate

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

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

Qualifications

• 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.

Responsibilities

• 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.

Job description

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