Associate, Customer Service Lending Delivery
Jobtailor
Job Description
Provide daily operational service support and deliver exceptional client experiences
Resolve client problems, transactional requests, escalations, investigations, and service needs promptly and effectively
Identify, address, or refer enhancement opportunities during client service interactions
Engage with clients to understand and diagnose service needs and assess the effectiveness of resolutions
Publish regular and ad-hoc reports and dashboards
Demonstrate knowledge of products and services and direct clients to relevant resources
Contribute to new product or service development using client interaction insights and market analysis
Collect and analyze client feedback to identify service gaps and optimize client satisfaction
Ensure client interactions, documentation, and resolutions comply with bank policies, regulatory requirements, and internal controls
Handle complex and diverse tasks, including escalations from other employees
Analyze issues and determine next steps
Apply BMO's Risk Management Framework and make sound, risk-informed decisions aligned with business strategy and applicable policies, laws, and regulations
Requirements
- 2–3 years of relevant experience in Client Relationship, Financial Services, or Service Excellence in a corporate or banking environment preferred
- Bachelor's degree preferred; Business Administration, Finance, or Marketing preferred
- Related discipline or commensurate work experience considered
- Foundational proficiency in Regulatory Compliance, Document Management, Problem-Solving, and Collaboration
- Intermediate proficiency in Product Knowledge, Data Analysis, Reporting, Microsoft Office, Detail-Oriented work, and Teamwork
- Ability to apply risk management principles and comply with policies, laws, regulations, and internal controls
Core Competencies
Demonstrates expertise in Client Relationship Management and Regulatory Compliance while effectively analyzing client feedback to enhance service delivery. Proficient in Data Analysis and Reporting, ensuring adherence to internal controls and risk management principles.
Highest-signal resume keywords
- Client Relationship Management
- Regulatory Compliance
- Data Analysis
- Reporting
- Problem-Solving
ATS Optimization Keywords
Hard Skills
- Data Analysis
- Reporting
- Regulatory Compliance
- Document Management
- Product Knowledge
Soft Skills
- Problem-Solving
- Collaboration
- Detail-Oriented
- Teamwork
Industry Keywords
- Financial Services
- Service Excellence
- Client Experience
- Risk Management
- Internal Controls
Tools & Technologies
- Microsoft Office