Client Delivery Specialist - Commercial Banking

Application Deadline:

09/29/2025

Address:

4400 MacArthur Blvd.

Job Family Group:

Commercial Sales & Service

Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems promptly and effectively, while ensuring that enhancement opportunities are identified and addressed or referred during client service interactions.

Responsibilities:

• 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 bank policies, regulatory requirements, and internal controls.
• Focus may be on a business/group.
• Thinks creatively and proposes new solutions.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works mostly independently.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• 3 – 5 years of relevant experience in Client Relationship, Financial Services, or Service Excellence in a Commercial Banking environment is preferred.
• Bachelor’s degree preferred in Business Administration or Finance
• Must have client service experience
• Must have the ability to manage client queries and further escalate queries as and when required
• Knowledge or experience in Loans, Deposits, or Treasury Payments is a nice-to-have
• Must have the ability to learn Product Knowledge
• Must have an understanding of Regulatory Compliance
• Must understand Document Management and reposting
• Well-versed in Microsoft Office
• Must have Problem-Solving skills
• Must have the ability to collaborate with team members
• Must be Detail-Oriented

Salary:

$54,000.00 - $99,600.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact.  We strive to help you make an impact from day one – for yourself and our cus