Dedicated Client Service Advisor

Bank of Montreal • Tempe, CA

6d

About The Position

As a Dedicated Client Service Advisor, you are the trusted point of contact for a portfolio of Commercial Banking clients. You deliver daily operational service support, guide clients through complex requests, and resolve problems promptly while identifying opportunities to improve or refer service needs. You investigate issues, coordinate solutions across internal teams, and manage client relationships with confidence and professionalism. The role involves responding to and facilitating service requests, tracking client service fee collection, and potentially applying interest adjustments within established limits.

You analyze client feedback, market trends, and competitive intelligence to provide insights for planning, identify process improvements, and contribute to operational programs. You participate in audits and client-issue resolution, address irregularities, and drive corrective actions or escalation according to established procedures. You develop and implement service strategies aligned with client business objectives, and present management with reports on client trends, opportunities, risks, and recommendations.

You ensure that client interactions, records, and issue resolutions comply with bank policies, regulatory requirements, and internal controls. The role requires creative problem-solving, judgment within established rules, and the ability to work mostly independently. Broader work or accountabilities may be assigned as needed. You are expected to apply BMO’s Risk Management Framework and Risk Culture, make sound risk-informed decisions, protect bank assets, and follow applicable policies, laws, and regulations.

Requirements

• 3–5 years of relevant experience in client relationship management, financial services, or service excellence in a corporate or banking environment is preferred.
• Specialized knowledge gained through education and/or business experience.
• Intermediate proficiency in product knowledge, regulatory compliance, data analysis, reporting, document management, Microsoft Office, problem-solving, collaboration, attention to detail, and teamwork.
• Ability to exercise judgment to identify, diagnose, and solve problems within established rules.
• Ability to work mostly independently.

Nice To Haves

• Bachelor’s degree preferred; Business Administration, Finance, or Marketing preferred. A related discipline or commensurate work experience is also considered.
• Experience in client relationship management, financial services, or service excellence in a corporate or banking environment.

Responsibilities

• Provide daily operational service support and deliver exceptional client experiences.
• Resolve client problems and service requests promptly and effectively, ensuring tickets are resolved in line with client expectations.
• Identify service enhancement opportunities during client interactions and address or refer them as appropriate.
• Investigate client issues and coordinate solutions across internal teams.
• Manage client relationships and engage clients to understand and diagnose service needs.
• Track collection of client service fees and, within applicable limits, apply interest adjustments.
• Analyze client feedback, market trends, and competitive intelligence to provide actionable insights for strategic planning.
• Identify process improvements and contribute to planning and implementation of operational programs.
• Participate in audits and client-issue resolution, address irregularities, and drive corrective actions or escalation in accordance with established procedures.
• Implement service strategies aligned with client business objectives and deliver value to clients.
• Present management with reports on client trends, opportunities, potential risks, and recommendations for growth and improvement.
• Collect and analyze client feedback to identify service gaps, improve operations, and optimize client satisfaction.
• Ensure client interactions, documentation, and issue resolutions comply with bank policies, regulatory requirements, and internal controls.
• Apply the Risk Management Framework and make sound, risk-informed decisions in accordance with business strategy, approved risk appetite, applicable policies, laws, and regulations.

Benefits

• Health insurance
• Tuition reimbursement
• Accident insurance
• Life insurance
• Retirement savings plans
• Performance-based incentives, discretionary bonuses, and other perks and rewards may be included in the total compensation package.
• Training and coaching, manager support, and network-building opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed