Client Delivery Team Manager
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Key skills for this role
Role 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.
Key Skills for This Role
Full Job Posting
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
About BMO
Diversified North American financial services provider.
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