BMO U.S.
Client Delivery Specialist - Commercial Banking
BMO U.S., Newport Beach, California, us, 92659
Overview
Client Delivery Specialist - Commercial Banking 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 apply interest adjustments based on limits Tracks collection of client service fees Analyzes 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 client issue resolution, addressing irregularities and driving corrective actions ensuring proper escalation per established procedures Presents strategic reports to management outlining key client trends, opportunities, and potential risks, 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 and optimize client satisfaction Ensures all client interactions, documentation, and issue resolutions comply with bank policies, regulatory requirements, and internal controls Thinks creatively and proposes new solutions; exercises judgment to 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 be able to manage client queries and escalate as required Knowledge or experience in Loans, Deposits, or Treasury Payments is a nice-to-have Must be able 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 be able to collaborate with team members Detail-Oriented Salary and Benefits
$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 location, skills, experience, education, and qualifications. For commission roles, the salary listed above represents the target for the first year. BMO’s total compensation package may include incentives, discretionary bonuses, and other perks. Benefits may include health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. For more details, 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. We strive to help customers and communities grow and prosper. We offer training, coaching, manager support, and opportunities to develop skills and gain experience. Equity and Compliance
BMO is an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, disability, or other protected characteristics. Reasonable accommodations are available on request for candidates with disabilities. For accommodations, email BMOCareers.Support@bmo.com. Note to Recruiters
BMO does not accept unsolicited resumes from third parties. Any unsolicited resumes will be considered BMO property. A valid agency agreement is required for submissions by recruiting agencies.
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Client Delivery Specialist - Commercial Banking 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 apply interest adjustments based on limits Tracks collection of client service fees Analyzes 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 client issue resolution, addressing irregularities and driving corrective actions ensuring proper escalation per established procedures Presents strategic reports to management outlining key client trends, opportunities, and potential risks, 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 and optimize client satisfaction Ensures all client interactions, documentation, and issue resolutions comply with bank policies, regulatory requirements, and internal controls Thinks creatively and proposes new solutions; exercises judgment to 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 be able to manage client queries and escalate as required Knowledge or experience in Loans, Deposits, or Treasury Payments is a nice-to-have Must be able 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 be able to collaborate with team members Detail-Oriented Salary and Benefits
$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 location, skills, experience, education, and qualifications. For commission roles, the salary listed above represents the target for the first year. BMO’s total compensation package may include incentives, discretionary bonuses, and other perks. Benefits may include health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. For more details, 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. We strive to help customers and communities grow and prosper. We offer training, coaching, manager support, and opportunities to develop skills and gain experience. Equity and Compliance
BMO is an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, disability, or other protected characteristics. Reasonable accommodations are available on request for candidates with disabilities. For accommodations, email BMOCareers.Support@bmo.com. Note to Recruiters
BMO does not accept unsolicited resumes from third parties. Any unsolicited resumes will be considered BMO property. A valid agency agreement is required for submissions by recruiting agencies.
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