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Bank of Montreal

Runs Canadian and US banks for people and firms

Client Delivery Associate

Customer SupportConfirmed live in the last 24 hours
Full-timeIn-person

About the Job

Requirements

  • Two to three years of relevant experience in client relationship, financial services, or service excellence in a corporate or banking environment is preferred.
  • A bachelor's degree is preferred; Business Administration, Finance, or Marketing is preferred. Another related discipline or commensurate work experience is considered.
  • Foundational proficiency in regulatory compliance, document management, problem-solving, and collaboration.
  • Intermediate proficiency in product knowledge, data analysis and reporting, Microsoft Office, attention to detail, and teamwork.

Responsibilities

  • Handle transactional requests, escalations, and investigations of all types of client service needs.
  • Engage with clients to ensure immediate needs are met and assess the effectiveness of issue resolutions.
  • Publish regular and ad hoc reports and dashboards.
  • Demonstrate knowledge of products and services and direct clients to relevant resources to address their needs.
  • Contribute to the development of new products or services based on insights gathered from client interactions and market analysis.
  • Engage with clients to understand and diagnose service needs, ensuring concerns are addressed promptly and effectively.
  • Respond to and facilitate the resolution of client service requests.
  • Collect and analyze client feedback to identify service gaps, enhance operational performance, and optimize client satisfaction.
  • Ensure that client interactions, documentation, and issue resolutions comply with bank policies, regulatory requirements, and internal controls.
  • Complete complex and diverse tasks within established rules and limits, which may include handling escalations from other employees.
  • Analyze issues and determine next steps.
  • Apply the bank’s Risk Management Framework and Risk Culture within its approved Risk Appetite, making sound, risk-informed decisions aligned with business strategy and protecting assets while following applicable policies, standards, procedures, laws, and regulations.
  • Perform broader work or accountabilities as assigned.

Desired Qualifications

  • Two to three years of relevant experience in client relationship, financial services, or service excellence in a corporate or banking environment.
  • A bachelor's degree, preferably in Business Administration, Finance, or Marketing.

About the Company

Bank of Montreal

Runs Canadian and US banks for people and firms

Bank of Montreal, known as BMO, runs a Canadian bank and a large American bank, serving households and businesses on both sides of the border. Until the Bank of Canada opened in 1935, it acted as the Canadian government's banker. People use its branches and apps for accounts, mortgages, credit cards, and investments, while companies borrow from it and turn to its BMO Capital Markets arm to raise money and trade securities. BMO makes money on the gap between the interest it charges on loans and pays on deposits, plus fees from managing wealth and advising on deals. Bank of Montreal was founded in 1817 as Canada's first bank, and it keeps its legal head office in Montreal and its executive offices in Toronto, Canada.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1817

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