Commercial Banking Relationship Management Associate - Equipment Finance

BMO Financial Group • Milwaukee, WI • 1h ago

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.

Monitors the financial performance of client portfolios, identifying opportunities to optimize revenue while maintaining high levels of service and satisfaction.

Communicates with clients about upcoming changes, enhancements to existing products/services, or potential impacts on usage.

Addresses customer service issues according to established guidelines, escalating as required.

Tracks collection of client service fees

Analyses client feedback, market trends, and competitive intelligence to provide actionable insights for strategic planning.

Identifies process improvement opportunities for better efficiency in meeting the needs of current clients.

Provides input into the planning and implementation of operational programs.

Searches for opportunities for cost reductions.

Collaborates to address client/outstanding issues including how issues are handled.

Participates in audit and client issue resolution, addressing irregularities and driving corrective actions ensuring proper escalation per established procedures.

Monitors operational performance across multiple teams or service lines, ensuring alignment with KPIs and the achievement of service level agreements (SLAs).

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 is primarily on business/group within BMO; may have broader, enterprise-wide focus.

Exercises judgment to identify, diagnose, and solve problems within given rules.

Works independently on a range of complex tasks, which may include unique situations.

Broader work or accountabilities may be assigned as needed.

Qualifications:

4 - 6 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.

Technical proficiency gained through education and/or business experience.

Intermediate level of proficiency:

Project Management

People Management

Stakeholder Management

Strategic Thinking

Advanced level of proficiency:

Product Knowledge

Regulatory Compliance

Data Analysis Reporting

Document Management

Microsoft Office

Problem-Solving

Detail-Oriented

Salary:

$69,000.00 - $127,800.00

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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