Client Service Advisor - Commercial Banking

01/23/2024

Address:

33 Dundas Street West

Commercial Sales & Service

Provides professional, knowledgeable cash management advice and support to banking partners / stakeholders and their clients to drive the achievement of cash management sales and service objectives and support the delivery of the desired customer experience.

• Assists in preparing new business proposals or presentations to clients/prospects.
• Identifies customer needs and matches with appropriate products or services using relationship selling techniques, including making referrals to other BMO employees.
• Responds to information requests and follows established protocols.
• Resolves issues escalating as required.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Builds effective relationships with internal/external stakeholders.
• Ensures alignment between stakeholders.
• Analyzes data and information to provide insights and recommendations.
• Gathers and formats data into regular and ad-hoc reports, and dashboards.
• Supports product change management initiatives with tasks typically focused on execution and sustainment activities.
• Provides input into the planning and implementation of operational programs.
• Ensures internal guidelines and controls are in place to support management decision-making that protects the Bank's assets.
• Follows corporate policies, operating directives, laws and regulatory requirements.
• Makes recommendations to improve BMO processes and systems.
• Executes work to deliver timely, accurate, and efficient service.
• Plans, executes and fulfills cash management product solutions sales and services activities in alignment with standards.
• Provides product and process knowledge to stakeholders (e.g. product information, pricing, implementation timeframes, requirements, etc.).
• Identifies risks and takes appropriate actions to mitigate impacts and maintain operational integrity.
• Stays abreast of client needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.
• 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:

• 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.
• Knowledge of cash management products and services - Basic.
• Knowledge of business investment and lending products - Basic.
• Knowledge of other banking products and services - Basic.
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

We're here to help

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. We'll 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, we'll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

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.