Dedicated Client Service Advisor

Job ID and requisition details omitted for brevity.

About the role

Provides daily operational service support and ensures the delivery of exceptional client experiences. Focus may be on a business or 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.

Takes measured risks while protecting the bank by applying the Risk Management Framework in the execution of the role, in line with the Risk Culture and within the approved Risk Appetite. Makes sound and risk-informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents, laws, and regulations.

Responsibilities

• Resolves client problems promptly and effectively, identifying and addressing or referring enhancement opportunities during client service interactions.
• Ensures tickets are resolved per client 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 with proper escalation per established procedures.
• Implements high-impact service strategies aligning with client business objectives to ensure exceptional value and service delivery.
• Presents strategic reports to management outlining key client trends, opportunities, potential risks, and 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.

Requirements

• 3–5 years of relevant experience in Client Relationship, Financial Services, or Service Excellence in a corporate or banking environment (preferred).
• Client Service experience (required).
• Ability to resolve complex client issues concerning Treasury products and services (required).
• Banking experience (required).
• Knowledge or experience of Commercial Banking (required).

Qualifications

• 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 proficiency in:
  • Product Knowledge
  • Regulatory Compliance
  • Data Analysis and Reporting
  • Document Management
  • Microsoft Office
  • Problem-Solving
  • Collaboration
  • Detail-Oriented approach
  • Teamwork

Pay

Salary range: $54,000.00 – $99,600.00 (salaried). Salaries vary based on factors such as location, skills, experience, education, and qualifications for the role. Part-time roles are pro-rated based on hours worked. For commission roles, the listed salary represents the expected target for the first year. Total compensation may include performance-based incentives, discretionary bonuses, and other perks and rewards.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans

For more details, visit BMO Total Rewards.