Dedicated Client Service Advisor

BMO Bank N.A.; California; Presencial; USD 55.000 - 110.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Descripción de la vacante

BMO is seeking a Dedicated Client Service Advisor to support a portfolio of Commercial Banking clients, delivering exceptional service and guiding complex requests. You will investigate issues, coordinate solutions across internal teams, and manage client relationships with confidence in a fast-paced environment.

This role emphasizes operational service delivery, risk and compliance alignment, and opportunities for process improvements to enhance client satisfaction and business outcomes.

Formación

• 3–5 years of client relationship or service-excellence experience in banking.
• Bachelor’s degree preferred in Business Admin, Finance or Marketing.
• Strong product knowledge, regulatory compliance, data analysis and reporting.
• Proficient in Microsoft Office and document management.
• Collaborative, detail-oriented and team-oriented.

Responsabilidades

• Provide daily operational service support to Commercial Banking clients.
• Investigate issues and coordinate solutions across internal teams.
• Manage client relationships with professionalism.
• Identify process improvements to enhance client satisfaction.
• Ensure all interactions and documentation comply with policy and regulations.

Conocimientos

Regulatory Compliance

Data Analysis

Reporting

Document Management

Microsoft Office

Problem-Solving

Collaboration

Detail-Oriented

Teamwork

Educación

Bachelor’s degree preferred (Business Admin, Finance or Marketing)

Descripción del empleo

Application Deadline

11/13/2026

Address

13300 Crossroads Parkway North

Job Family Group

Commercial Sales & Service

About the Opportunity

As a Dedicated Client Service Advisor you'll be the trusted point of contact for a portfolio of Commercial Banking clients, delivering exceptional service and guiding them through complex requests and challenges. You'll investigate issues, coordinate solutions across internal teams, and manage client relationships with confidence and professionalism. This role is ideal for a highly organized, client‑focused problem solver who thrives in a fast‑paced environment and is looking to build a rewarding career in Commercial Banking and Treasury Management. 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. Ensures that tickets are resolved per client’s expectations. May be able to apply interest adjustments based on limits. Tracks collection of client service fees. Analyses client feedback, market trends, and competitive intelligence to provide actionable insights for strategic planning. Identifies process improvements to meet client needs more efficiently. Provides input into the planning and implementation of operational programs. Participates in audit and customer issues resolution corrects issues or escalates per guidelines. Participates in audit and client issue resolution, addressing irregularities and driving corrective actions ensuring proper escalation per established procedures. Implements high‑impact service strategies that align with client business objectives, ensuring exceptional value and service delivery. Presents strategic reports to management, outlining key client trends, opportunities, and potential risks, along with recommendations for growth and improvement. 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. Focus may be on a business/group. Thinks creatively and proposes new solutions. Exercises judgment to identify, diagnose, and solve problems within given rules. Works mostly independently. 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.

Qualifications

• 3 – 5 years of relevant experience in Client Relationship, Financial Services or Service Excellence in a corporate or banking environment is preferred.
• Bachelor’s degree preferred; Business Administration, Finance or Marketing preferred.
• Any other related discipline or commensurate work experience considered.
• Specialized knowledge from education and/or business experience.
• Intermediate level of proficiency: Product Knowledge
• Regulatory Compliance
• Data Analysis
• Reporting
• Document Management
• Microsoft Office
• Problem‑Solving
• Collaboration
• Detail‑Oriented
• Teamwork

Salary

• Salary: $55,000.00 - $110,000.00
• Pay Type: Salaried

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in‑depth training and coaching, to manager support and network‑building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.

Equal Employment Opportunity Statement

BMO is proud to be an equal employment opportunity employer.

We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics.

We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities.

If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to [e-mail] and let us know the nature of your request and your contact information.