Dedicated Client Service Advisor

Bank N.A.; California; On-site; USD 55,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in California is seeking a Dedicated Client Service Advisor to be the trusted contact for a portfolio of Commercial Banking clients, delivering exceptional service and guiding them through complex requests. You will investigate issues, coordinate solutions across internal teams, and manage client relationships with professionalism.

This role requires a highly organized, client-focused problem solver who thrives in a fast-paced environment and is motivated to grow a career in

Qualifications

• 3–5 years of client relationship, financial services or service excellence in a corporate banking environment is preferred.
• Bachelor's degree preferred; Business Administration, Finance or Marketing preferred.
• Specialized knowledge from education and/or business experience.

Responsibilities

• Provides daily operational service support and ensures the delivery of exceptional client experiences.
• Resolves client problems promptly and refers opportunities as needed.
• Analyses client feedback, market trends, and competitive intelligence to provide actionable insights for strategic planning.
• Ensures all client interactions, documentation, and issue resolutions comply with bank policies, regulatory requirements and internal controls.
• Presents strategic reports to management on client trends, opportunities, and potential risks, with recommendations for growth.

Skills

Product Knowledge

Regulatory Compliance

Data Analysis

Document Management

Microsoft Office

Problem-Solving

Collaboration

Detail-Oriented

Teamwork

Education

Bachelor's degree preferred; Business Administration, Finance or Marketing preferred

Job description

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 independent
• 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

$55,000.00 - $110,000.00

Pay Type: Salaried

The above represents BMO Financial Group's pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

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