Client Delivery Associate
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Job Location:
Oswego, NY - USA
Monthly Salary:
$ 50100 - 82800
Posted on:
15-10-2025
Vacancies:
1 Vacancy
Job Summary
Application Deadline:
Address:
4949 Meadows Rd.Job Family Group:
Commercial Sales & ServiceProvides 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.
- Handles transactional requests escalations and investigation of all types of service needs for clients.
- Engages with clients to ensure immediate needs are met and assesses the effectiveness of issue resolutions.
- Publishes regular and ad-hoc reports and dashboard
- Demonstrates knowledge of products and services directing clients to the most relevant resources to address their needs.
- Contributes to the development of new products or services based on insights gathered from client interactions and market analysis.
- 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.
- Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
- Analyzes issues and determines next steps.
- Broader work or accountabilities may be assigned as needed.
Qualifications:
- 2 3 years of relevant experience in Client Relationship Financial Services or Service Excellence in a corporate or banking environment is preferred.
- Bachelors degree preferred; Business Administration Finance or Marketing preferred. Any other related discipline or commensurate work experience considered.
- Specialized knowledge.
Foundational level of proficiency:
- Regulatory Compliance
- Document Management
- Problem-Solving
- Collaboration
Intermediate level of proficiency:
- Product Knowledge
- Data Analysis Reporting
- Microsoft Office
- Detail-Oriented
- Teamwork
Salary:
$50100.00 - $82800.00Pay Type:
SalariedThe above represents BMO Financial Groups 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 Groups expected target for the first year in this position.
BMO Financial Groups 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: 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 customers. Well support you with the tools and resources you need to reach new milestones as you help our customers reach theirs. From in-depth training and coaching to manager support and network-building opportunities well help you gain valuable experience and broaden your skillset.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process please send an e-mail to and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO directly or indirectly will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid written and fully executed agency agreement contract for service to submit resumes.
Required Experience:
IC
Key Skills
- Forklift
- Customer Service
- Organizational skills
- Basic Math
- Dealership Experience
- Laundry
- SyteLine
- Warehouse Experience
- Dispatching
- Personal Injury Law
- Translation
- Project Coordination
About Company
We cover the whole balance sheet, from foreign exchange, trade finance and treasury management to corporate lending, securitization, public and private debt and equity underwriting. Our team of experts can also provide a full range of advisory services, along with industry-leading res ... View more
