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 current 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

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