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Client Delivery Team Manager

BMO
Newport Beach, USA
Onsite
$88,800.00 - $165,600.00
Discovered 1 months ago
Client Relationship ManagementPeople ManagementData AnalysisMicrosoft OfficeProject ManagementRegulatory Compliance
Free

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Client Relationship ManagementPeople ManagementData Analysis
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Overview

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.

Responsibilities

  • Leads and executes business development plans so that business goals are achieved or exceeded.
  • Participates on client calls as required.
  • Addresses customer services issues according to established guidelines, escalating as required.
  • Develops solutions for customer issues, engaging multiple stakeholders as required.
  • Identifies process improvements to enhance efficiency and better meet the evolving needs of key clients.
  • Creates policies and procedures to ensure quality client service and product delivery while protecting the Banks’ interests and managing risk.
  • Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.
  • Collaborates with others to develop and implement processes to meet client expectations and ensure consistency across the Commercial Bank segments.
  • Participates in audit and client issue resolution, addressing irregularities and driving corrective actions ensuring proper escalation per established procedures.
  • Designs comprehensive training programs to enhance team capabilities and align with strategic objectives.
  • Engages with clients to understand and diagnose service needs, ensuring concerns are addressed promptly and effectively.
  • Collects and analyzes client feedback to identify service gaps, enhance operational performance, and optimize client satisfaction.

Qualifications

  • 5 – 7 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.
  • Deep knowledge and technical proficiency gained through extensive education and business experience.
  • Advanced level of proficiency: Product Knowledge, Regulatory Compliance, Data Analysis, Reporting, Document Management, Microsoft Office, Project Management, Problem-Solving, Detail-Oriented, People Management, Stakeholder Management, Strategic Thinking.

Compensation

  • Salary: $88,800.00 - $165,600.00
  • Pay Type: Salaried

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