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Client Services Advisor IIBMO (Bank of Montreal)United States

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Client Services Advisor II

BMO (Bank of Montreal)
  • US
    United States
  • US
    United States

Über

Application Deadline:
05/13/2026
Address:
1625 W. Fountainhead Parkway
Job Family Group:
Commercial Sales & Service
Hybrid working model - 4 days a week in office
Tempe, AZ or City of Industry, CA
Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during client service interactions.
* Ensures that tickets are resolved per client's expectations
* May be able to apply interest adjustments based on limits.
* Tracks collection of client service fees.
* Analyses client feedback, market trends, and competitive intelligence to provide actionable insights for strategic planning.
* Identifies process improvements to meet client needs more efficiently.
* Provides input into the planning and implementation of operational programs.
* Participates in audit and customer issues resolution
* corrects issues or escalates per guidelines.
* Participates in audit and client issue resolution, addressing irregularities and driving corrective actions ensuring proper escalation per established procedures.
* Implements high-impact service strategies that align with client business objectives, ensuring exceptional value and service delivery.
* Presents strategic reports to management, outlining key client trends, opportunities, and potential risks, along with recommendations for growth and improvement.
* Engages with clients to understand and diagnose service needs, ensuring concerns are addressed promptly and effectively.
* Responds to and facilitates the resolution of client service requests.
* Collects and analyzes client feedback to identify service gaps, enhance operational performance, and optimize client satisfaction.
* Ensures all client interactions, documentation, and issue resolutions comply with
  • United States

Sprachkenntnisse

  • English
Hinweis für Nutzer

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