Client Delivery Specialist - Commercial Banking

BMO Financial Group • Newport Beach, CA • 2h ago

Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems promptly and effectively, while ensuring that enhancement opportunities are identified and addressed or referred during client service interactions.

Responsibilities:

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.

Qualifications:

3 - 5 years of relevant experience in Client Relationship, Financial Services, or Service Excellence in a Commercial Banking environment is preferred.

Bachelor's degree preferred in Business Administration or Finance

Must have client service experience

Must have the ability to manage client queries and further escalate queries as and when required

Knowledge or experience in Loans, Deposits, or Treasury Payments is a nice-to-have

Must have the ability to learn Product Knowledge

Must have an understanding of Regulatory Compliance

Must understand Document Management and reposting

Well-versed in Microsoft Office

Must have Problem-Solving skills

Must have the ability to collaborate with team members

Must be Detail-Oriented

Salary:

$54,000.00 - $99,600.00

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 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 https://jobs.bmo.com/us/en

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 stereo@types, 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 BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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