BMO U.S.
Client Delivery Specialist - Commercial Banking
BMO U.S., Newport Beach, California, us, 92659
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 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 elevate 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 Seniority level
Not Applicable Employment type
Full-time Job function
Other Industries
Banking 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. EEO 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 BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
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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 elevate 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 Seniority level
Not Applicable Employment type
Full-time Job function
Other Industries
Banking 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. EEO 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 BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
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