Application Deadline: 04/23/2026Address: 6023 Silver DriveJob Family Group: Commercial Sales & ServiceThe Dedicated Client Service Advisor (CSA) is thesingle point of contactfor an assigned portfolio of commercial clients. This role deliversend-to-end ownershipof daily operational servicing while driving exceptional client experiences, continuity, and proactive problem resolution. Success in this role requiresstrong self management, disciplined time management, and the ability to operate effectively in a high-volume environmentwhile maintaining accuracy, compliance, and service excellence.Key AccountabilitiesClient Ownership & Service DeliveryOwns day-to-day operational servicing for an assigned client portfolio, acting as theprimary 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 escalates appropriately per established guidelines.Ownership, Self-Management & Time ManagementDemonstrates strongownership and self-management, proactively prioritizing work, managing competing deadlines, and maintaining control of workload.Effectively manageshigh service volumeswhile 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.Client Experience & Continuous ImprovementEngages 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.Operational Excellence & Risk ManagementEnsures 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.Collaboration & Strategic SupportPartners 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.Additional ExpectationsWorks 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.QualificationsExperience3-5 years of relevant experience in Client Service, Client Relationship Management, Financial Services, or a service-driven banking environment preferred.EducationBachelor's degree preferred (Business Administration, Finance, Marketing, or related discipline).Equivalent experience will be considered.Skills & CompetenciesStrong ownership, accountability, and self managementProven time management skills with ability to handle high volumesClient-first mindset with robust problem-solving skillsProduct knowledge and regulatory awarenessData analysis and reporting capabilityDetail-oriented with strong documentation disciplineEffective collaboration and communication skillsProficiency in Microsoft Office and banking platformsTeamworkSalary$45,500.00 - $84,500.00Pay TypeSalariedThe above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.Bmo.Com/global/en/Total-Rewards#J-18808-Ljbffr

📌 Dedicated Commercial Client Service Advisor - $45,500 - $84,500 A Year (Winnipeg)
🏢 BMO Financial Group
📍 Winnipeg