Client Delivery Associate, Commercial Banking

Posted 3 days ago

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About the role

  • BMO Commercial Banking associate supporting client service, lending processes, and portfolio management. Handling transactions, reporting, escalations, and relationship management for commercial clients.

Responsibilities

  • Provide daily operational service support and exceptional client experiences
  • Resolve client problems, transactional requests, escalations and investigations
  • Engage with clients to assess needs and effectiveness of issue resolutions
  • Publish regular and ad-hoc reports and dashboards
  • Direct clients to relevant products, services and resources
  • Contribute to new product or service development using client insights and market analysis
  • Collect and analyze client feedback to identify service gaps and improve operational performance
  • Ensure client interactions, documentation and issue resolutions comply with bank policies, regulations and internal controls
  • Complete complex and diverse tasks and handle escalations
  • Analyze issues and determine next steps
  • Apply BMO’s Risk Management Framework and make risk-informed decisions aligned with business strategy and approved risk appetite

Requirements

  • 2–3 years of relevant experience in Client Relationship, Financial Services or Service Excellence in a corporate or banking environment is preferred
  • Bachelor’s degree preferred; Business Administration, Finance or Marketing preferred
  • Any other related discipline or commensurate work experience considered
  • Foundational proficiency in Regulatory Compliance
  • Foundational proficiency in Document Management
  • Foundational proficiency in Problem-Solving
  • Foundational proficiency in Collaboration
  • Intermediate proficiency in Product Knowledge
  • Intermediate proficiency in Data Analysis Reporting
  • Intermediate proficiency in Microsoft Office
  • Intermediate proficiency in Detail-Oriented
  • Intermediate proficiency in Teamwork

Benefits

  • Performance-based incentives
  • Discretionary bonuses
  • Health insurance
  • Tuition reimbursement
  • Accident and life insurance
  • Retirement savings plans
  • In-depth training and coaching
  • Manager support
  • Network-building opportunities
  • Accommodations available on request during the selection process

Job title

Job type

Full Time

Experience level

JuniorMid level

Salary

CA$40,500 - CA$80,000 per year

Degree requirement

No Education Requirement

Location requirements

OnsiteMarkhamCanada

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