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Client Service Officer, Business Banking

BMO · Montréal, QC

Pay
Not listed
Type
Full time
Posted
Oct 20
Closes
Not listed
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<div><div><div><div><div><div><div><div><div><div><div><div><div><div><p style="text-align:left"><span>Application Deadline:</span></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div>10/30/2026<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><span>Address:</span></p>119 rue St-Jacques ouest<p style="text-align:inherit"></p><p style="text-align:inherit"></p><div><div><div><div><div><div><div><p style="text-align:left">Job Family Group:</p></div></div></div></div></div></div></div>Commercial Sales & Service<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p><span style="color:#000000"><span><b><span style="font-size:inherit"><br />Job Description</span></b></span></span></p><p><span style="color:#4a4a4a"><span><span style="font-size:inherit">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.</span></span></span></p><br /><ul><li><span style="color:#4a4a4a"><span><span style="font-size:inherit">Demonstrates an in-depth working knowledge of the strengths, capabilities, and limitations of products, upgrades, and cross-sell opportunities.

</span></span></span></li><li><span style="color:#4a4a4a"><span><span style="font-size:inherit">Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.</span></span></span></li><li><span style="color:#4a4a4a"><span><span style="font-size:inherit">Collaborates with internal and external stakeholders to deliver on business objectives.

</span></span></span></li><li><span style="color:#4a4a4a"><span><span style="font-size:inherit">Gathers and formats data into regular and ad-hoc reports, and dashboards.</span></span></span></li><li><span style="color:#4a4a4a"><span><span style="font-size:inherit">Accurately documents client requests using tracking systems. </span></span></span></li><li><span style="color:#4a4a4a"><span><span style="font-size:inherit">Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.

</span></span></span></li><li><span style="color:#4a4a4a"><span><span style="font-size:inherit">Supports the development of tailored messaging, which may include writing, editing and distributing communications.</span></span></span></li><li><span style="color:#4a4a4a"><span><span style="font-size:inherit">Demonstrates an in-depth understanding of product and service capabilities by providing needed information or directing clients to the appropriate source.

</span></span></span></li><li><span style="color:#4a4a4a"><span><span style="font-size:inherit">Tracks the collection of client service fees.</span></span></span></li><li><span style="color:#4a4a4a"><span><span style="font-size:inherit">Executes work to deliver timely, accurate, and efficient service.</span></span></span></li><li><span style="color:#4a4a4a"><span><span style="font-size:inherit">Actively listens to client concerns to diagnose client service needs.

</span></span></span></li><li><span style="color:#4a4a4a"><span><span style="font-size:inherit">Facilitates timely client problem-resolution, and engages cross-functional representatives or groups, as appropriate.</span></span></span></li><li><span style="color:#4a4a4a"><span><span style="font-size:inherit">Responds to client concerns in a professional manner that conveys ownership, competence, respect, the value of the client relationship and meets standards.

</span></span></span></li><li><span style="color:#4a4a4a"><span><span style="font-size:inherit">Facilitates actions that close gaps between client expectations and experiences in the performance of the Bank and its products.</span></span></span></li><li><span style="color:#4a4a4a"><span><span style="font-size:inherit">Serves as an advocate for individual clients and escalates service problems to facilitate timely resolution.

</span></span></span></li><li><span style="color:#4a4a4a"><span><span style="font-size:inherit">Explores and identifies enhancements and cross-sell opportunities to bring forward to appropriate lines of business.</span></span></span></li><li><span style="color:#4a4a4a"><span><span style="font-size:inherit">Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.

</span></span></span></li><li><span style="color:#4a4a4a"><span><span style="font-size:inherit">Analyzes issues and determines next steps.</span></span></span></li><li><span style="color:#4a4a4a"><span><span style="font-size:inherit">Broader work or accountabilities may be assigned as needed.</span></span></span></li></ul><br /><p><span style="color:#4a4a4a"><span><b><span style="font-size:inherit">Qualifications:</span></b></span></span></p><ul><li><span style="color:#4a4a4a"><span><span style="font-size:inherit">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.

</span></span></span></li><li><span style="color:#4a4a4a"><span><span style="font-size:inherit">Strong oral and written communication skills.</span></span></span></li><li><span style="color:#4a4a4a"><span><span style="font-size:inherit">Ability to work in a fast paced environment that requires handling various tasks and priorities concurrently.</span></span></span></li><li><span style="color:#4a4a4a"><span><span style="font-size:inherit">Bilingual a plus.

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