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Associate - Client Services (lending support)

BMO6 days ago
Verified
Montreal, QC
CA$38,500 - CA$71,000/year
Mid Level
Full-time

Top Benefits

Health insurance
Tuition reimbursement
Accident and life insurance

About the role

Description

Application Deadline: 08/14/2025

Address: 105-119-129 rue St-Jacques O

Job Family Group: Commercial Sales & Service

Provides exceptional, daily operational service support to grow the Bank’s market share and maximize profitability of client relationships. Ensures client problem resolution is prompt and effective, and that enhancement opportunities are identified and closed or referred during client service interactions. Typically meets client service needs through a pooled call center environment or a dedicated one-on-one relationship with sensitive, complex and/or top tiered clients.

  • Demonstrates an in-depth understanding of product and service, by providing needed information or directing clients to the appropriate source.
  • Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
  • Gathers and formats data into regular and ad-hoc reports, and dashboards.
  • Explores and identifies enhancements and cross-sell opportunities and bringing these opportunities to the appropriate line of business contact.
  • Actively listens to clients' concerns and diagnoses clients’ service needs.
  • Facilitates timely client problem-resolution, engages cross-functional representatives or groups as appropriate.
  • Responds to client concerns in a professional manner to convey ownership, competence, respect for the client relationship.
  • Accurately documents client requests using the group’s tracking systems.
  • Facilitates action to close gaps between client expectations and client experiences in the performance of the Bank and its products.
  • Applies consistent and timely follow ups to demonstrate a commitment to customer satisfaction and high standards of responsiveness.
  • Serves as an advocate for individual clients and escalating issues as necessary to facilitate the timely resolution of service problems.
  • Supports the development of tailored messaging, which may include writing, editing and distributing communications.
  • Tracks collection of client service fees
  • Collaborates with internal and external stakeholders in order to deliver on business objectives.
  • Executes work to deliver timely, accurate, and efficient service.
  • Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
  • Analyzes issues and determines next steps.
  • Broader work or accountabilities may be assigned as needed.

Qualifications:

  • Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
  • If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
  • Specialized knowledge.
  • Verbal & written communication skills - Good.
  • Organization skills - Good.
  • Collaboration & team skills - Good.
  • Analytical and problem solving skills - Good.

About BMO

Financial Services
10,000+

At BMO, banking is our personal commitment to helping people at every stage of their financial lives.

The truth is, people’s needs change: so we change too. But we never change who we are. Which means we’ll never waiver from providing our customers the best possible banking experience in the industry.

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