Client Services Officer
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Key skills for this role
About the Role
BMO is seeking a Client Services Officer to provide operational service support, resolve client issues, and identify cross-sell opportunities. The role requires 2-3 years of relevant experience and strong communication skills.
Key Skills for This Role
Responsibilities
- Demonstrate an in depth working knowledge of products, upgrades, and cross sell opportunities
- Coordinate and execute specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones
- Collaborate with internal and external stakeholders to deliver on business objectives
- 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; tasks typically focused on execution and sustainment activities
- Support the development of tailored messaging, which may include writing, editing and distributing communications
- Demonstrate an in depth understanding of product and service capabilities by providing needed information or directing clients to the appropriate source
- Track the collection of client service fees
- Execute work to deliver timely, accurate, and efficient service
- Actively listen to client concerns to diagnose client service needs
- Facilitate timely client problem resolution, and engage cross functional representatives or groups, as appropriate
Requirements
- Typically between 2 3 years of relevant experience and post secondary degree in related field of study desirable or equivalent combination of education and experience
- Strong oral and written communication skills
- Ability to work in a fast paced environment handling various tasks and priorities concurrently
- Bilingual a plus
- Knowledge of BMO banking products – In depth
- Knowledge of customer escalation processes/practices – In depth
- Specialized knowledge
- Verbal & written communication skills Good
- Organization skills Good
- Collaboration & team skills Good
- Analytical and problem solving skills Good
Full Job Posting
Job Summary
- Provides exceptional, daily operational service support to grow the Bank’s market share and maximize profitability of client relationships. Ensures client problem resolution is prompt and effective, and that enhancement opportunities are identified and closed or referred during client service intera
Key Responsibilities
- Demonstrates an in depth working knowledge of the strengths, capabilities, and limitations of products, upgrades, and cross sell opportunities.
- Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
- Collaborates with internal and external stakeholders to deliver on business objectives.
- Gathers and formats data into regular and ad hoc reports, and dashboards.
- Accurately documents client requests using tracking systems.
- Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
- Supports the development of tailored messaging, which may include writing, editing and distributing communications.
- Demonstrates an in depth understanding of product and service capabilities by providing needed information or directing clients to the appropriate source.
- Tracks the collection of client service fees.
- Executes work to deliver timely, accurate, and efficient service.
- Actively listens to client concerns to diagnose client service needs.
- Facilitates timely client problem resolution, and engages cross functional representatives or groups, as appropriate.
Qualifications
- Typically between 2 3 years of relevant experience and post secondary degree in related field of study desirable or an equivalent combination of education and experience.
- Strong oral and written communication skills.
- Ability to work in a fast paced environment that requires handling various tasks and priorities concurrently.
- Bilingual a plus.
- Knowledge of BMO banking products – In depth.
- Knowledge of customer escalation processes/practices – In depth.
- Specialized knowledge.
- Verbal & written communication skills Good.
- Organization skills Good.
- Collaboration & team skills Good.
- Analytical and problem solving skills Good.
Salary and Pay Type
- Salary: $38,500.00 $71,000.00
- Pay Type: Salaried
- Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure.
- 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.
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.
- As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact.
- BMO is committed to an inclusive, equitable and accessible workplace.
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