Provide daily operational service support and deliver exceptional client experiences Resolve client problems, transactional requests, escalations, investigations, and service needs promptly and effectively Identify, address, or refer enhancement opportunities during client service interactions Engage with clients to understand and diagnose service needs and assess the effectiveness of resolutions Publish regular and ad-hoc reports and dashboards Demonstrate knowledge of products and services and direct clients to relevant resources Contribute to recent product or service development using client interaction insights and market analysis Collect and analyze client feedback to identify service gaps and optimize client satisfaction Ensure client interactions, documentation, and resolutions comply with bank policies, regulatory requirements, and internal controls Handle complex and diverse tasks, including escalations from other employees Analyze issues and determine next steps Apply BMO's Risk Management Framework and make sound, risk-informed decisions aligned with business strategy and applicable policies, laws, and regulations

Requirements

2–3 years of relevant experience in Client Relationship, Financial Services, or Service Excellence in a corporate or banking environment preferred

Bachelor's degree preferred; Business Administration, Finance,



or Marketing preferred

Related discipline or commensurate work experience considered

Foundational proficiency in Regulatory Compliance, Document Management, Problem-Solving, and Collaboration

Intermediate proficiency in Product Knowledge, Data Analysis, Reporting, Microsoft Office, Detail-Oriented work, and Teamwork

Ability to apply risk management principles and comply with policies, laws, regulations, and internal controls

Core Competencies Demonstrates expertise in Client Relationship Management and Regulatory Compliance while effectively analyzing client feedback to enhance service delivery. Proficient in Data Analysis and Reporting, ensuring adherence to internal controls and risk management principles.

Highest-signal resume keywords

Client Relationship Management

Regulatory Compliance

Data Analysis

Reporting

Problem-Solving

ATS Optimization Keywords Hard Skills

Data Analysis

Reporting

Regulatory Compliance

Document Management

Product Knowledge

Soft Skills

Problem-Solving

Collaboration

Detail-Oriented

Teamwork

Industry Keywords

Financial Services

Service Excellence

Client Experience

Risk Management

Internal Controls

Tools & Technologies

Microsoft Office

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📌 Associate, Customer Service Lending Delivery (Winnipeg)
🏢 Jobtailor
📍 Winnipeg