Client Success & Service Delivery Specialist

BMO U.S.; 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 client-focused service professional in Florida to deliver outstanding service across banking products and processes. You will handle client requests, investigate issues, and refer opportunities to enhance client experiences.

The role emphasizes leveraging product knowledge, prompt resolution, and strong collaboration with teams. A salary-based position offers comprehensive benefits and growth potential within a regulated banking environment.

Qualifications

• 2–3 years in Client Relationship or Banking services in corporate environment.
• Must have banking experience and loan process/documentation knowledge.
• Bachelor’s degree preferred in Business Administration, Finance or Marketing.

Responsibilities

• Provides daily operational service support and ensures exceptional client experiences.
• Handles transactional requests, escalations and investigations for clients.
• Publishes regular and ad-hoc reports and dashboards.
• Demonstrates knowledge of products and services; directs clients to relevant resources.
• Collects and analyzes client feedback to identify service gaps and improve satisfaction.

Skills

Client Relationship

Banking experience

Commercial Banking

Loan processing

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

BMO Financial Group is seeking a client-focused service professional in Florida to deliver outstanding service across banking products and processes. You will handle client requests, investigate issues, and refer opportunities to enhance client experiences.

The role emphasizes leveraging product knowledge, prompt resolution, and strong collaboration with teams. A salary-based position offers comprehensive benefits and growth potential within a regulated banking environment.