Client Services Advisor II

Address:

Job Family Group:

Hybrid working model - 4 days a week in office

Tempe AZ or City of Industry CA

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.

• Ensures that tickets are resolved per clients 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.
• Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role in line with our Risk Culture and within our approved Risk Appetite making sound and risk informed decisions that align to business strategy protect assets and adhere to applicable policy documents (Frameworks Policies Standards Procedures and Supporting documents) laws and regulations.

Qualifications:

• 3 5 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 from education and/or business experience.

Intermediate level of proficiency:

• Product Knowledge
• Regulatory Compliance
• Data Analysis Reporting
• Document Management
• Microsoft Office
• Problem-Solving
• Collaboration
• Detail-Oriented
• Teamwork

Salary:

Pay Type:

The 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.

To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race religion color national origin sex (including pregnancy childbirth or related medical conditions) sexual orientation gender identity gender expression transgender status sexual stereotypes age status as a protected veteran status as an individual with a disability or any other legally protected characteristics. We also consider applicants with criminal histories consistent with applicable federal state and local law.

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.