Client Services Representative

1 month ago

Saskatoon, Saskatchewan, Canada BMO Full time
Job Summary

We are seeking a highly skilled Client Services Officer to join our team at BMO. As a key member of our Commercial Sales & Service team, you will be responsible for providing exceptional operational support to grow our market share and maximize profitability of client relationships.

Key Responsibilities
  • Provide daily operational service support to clients, ensuring prompt and effective problem resolution and identifying enhancement opportunities.
  • Collaborate with internal and external stakeholders to deliver on business objectives, including tracking metrics and milestones.
  • Gather and format data into regular and ad-hoc reports, and dashboards.
  • Accurately document client requests using tracking systems.
  • Support change management of varying scope and type, focusing on execution and sustainment activities.
  • Develop tailored messaging, including writing, editing, and distributing communications.
  • Provide in-depth product and service information to clients, directing them to the appropriate source when necessary.
  • Track client service fees and execute work to deliver timely, accurate, and efficient service.
  • Actively listen to client concerns to diagnose service needs and facilitate timely problem-resolution.
  • Respond to client concerns in a professional manner, conveying ownership, competence, respect, and the value of the client relationship.
  • Facilitate actions to close gaps between client expectations and experiences, serving as an advocate for individual clients.
  • Explore and identify enhancements and cross-sell opportunities to bring forward to appropriate lines of business.
Qualifications
  • Typically between 2-3 years of relevant experience and a post-secondary degree in a related field of study, or an equivalent combination of education and experience.
  • Strong oral and written communication skills.
  • Ability to work in a fast-paced environment with multiple tasks and priorities.
  • Bilingual a plus.
  • In-depth knowledge of BMO banking products and customer escalation processes.
What We Offer

BMO offers a competitive salary range of $35,700.00 - $66,100.00, as well as a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

We are committed to an inclusive, equitable, and accessible workplace, where everyone has the opportunity to grow and make an impact. Accommodations are available on request for candidates taking part in all aspects of the selection process.

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