Commercial Banking Relationship Management Associate - Equipment Finance
About The Position
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.
Requirements
- 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
Responsibilities
- 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.
Benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
