Dedicated Commercial Service Advisor

BMO•Burnaby, BC

1d•CA$45,500 - CA$84,500•Onsite

About The Position

The Dedicated Client Service Advisor (DCSA) is the single point of contact for an assigned portfolio of commercial clients. This role delivers end‑to‑end ownership of daily operational servicing while driving exceptional client experiences, continuity, and proactive problem resolution. Success in this role requires strong self management, disciplined time management, and the ability to operate effectively in a high‑volume environment while maintaining accuracy, compliance, and service excellence.

Requirements

3–5 years of relevant experience in Client Service, Client Relationship Management, Financial Services, or a service‑driven banking environment preferred.
Bachelor’s degree preferred (Business Administration, Finance, Marketing, or related discipline).
Equivalent experience will be considered.
Strong ownership, accountability, and self management
Proven time management skills with ability to handle high volumes
Client-first mindset with strong problem‑solving skills
Product knowledge and regulatory awareness
Data analysis and reporting capability
Detail‑oriented with strong documentation discipline
Effective collaboration and communication skills
Proficiency in Microsoft Office and banking platforms

Responsibilities

Owns day‑to‑day operational servicing for an assigned client portfolio, acting as the primary and accountable service contact.
Delivers prompt, accurate, and professional resolution of client service requests, issues, and inquiries.
Ensures all tickets and service requests are resolved in line with client expectations and service standards.
Applies sound judgment to resolve issues independently or escalate appropriately per established guidelines.
Demonstrates strong ownership and self management, proactively prioritizing work, managing competing deadlines, and maintaining control of workload.
Effectively manages high service volumes while sustaining quality, accuracy, and turnaround times.
Anticipates peak periods, plans capacity, and adjusts priorities to ensure consistent service delivery.
Takes accountability for follow‑ups, outstanding items, and end‑to‑end completion of client requests.
Engages with clients to understand service needs, diagnose issues, and identify opportunities to improve efficiency and experience.
Identifies and recommends process improvements that reduce repeat requests and improve client outcomes.
Collects and analyzes client feedback, trends, and service data to identify gaps and enhancement opportunities.
Ensures all client interactions, documentation, and resolutions comply with bank policies, regulatory requirements, and internal controls.
Participates in audit activities and client issue resolution, correcting irregularities and driving corrective actions with proper escalation.
Applies the Bank’s Risk Management Framework to make sound, risk‑informed decisions that protect clients and the Bank.
Partners closely with Relationship Managers, Sales teams, and internal partners to support client needs and business objectives.
Provides input into operational planning, service enhancements, and implementation of new programs.
Prepares and presents insights and reports highlighting client trends, risks, and opportunities.
Works mostly independently with a high degree of accountability.
Thinks creatively and proposes practical, client‑focused solutions.
Adapts to evolving priorities, programs, and business needs.
Broader responsibilities may be assigned as required.