BMO Financial Group
Commercial Sales & Service
ClientServiceAdvisorII
Neural analysis suggests this role is
optimal for Mid candidates.
“Client Service Advisor II at BMO Financial Group. Skills: Client Service, Problem Solving, Client Feedback Analysis, Service Strategy Implementation. 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.”
What You'll Achieve.
Ensures the delivery of exceptional client experiences.; Resolves client problems in a prompt and effective manner; Ensures that tickets are resolved per client’s expectations; Identifies process improvements to meet client needs more efficiently.; Ensuring exceptional value and service delivery.; optimize client satisfaction.
Industry & Context.
Problem-Solving; Exercises judgment to identify, diagnose, and solve problems within given rules.
What They're Looking For.
Must Have
3 – 5 years of relevant experience in Client Relationship, Financial Services or Service Excellence in a corporate or banking environment, Bachelor’s degree Business Administration, Finance or Marketing, Specialized knowledge from education and/or business experience, Intermediate level of proficiency: Product Knowledge, Intermediate level of proficiency: Regulatory Compliance, Intermediate level of proficiency: Data Analysis Reporting, Intermediate level of proficiency: Document Management, Intermediate level of proficiency: Microsoft Office, Intermediate level of proficiency: Problem-Solving, Intermediate level of proficiency: Collaboration, Intermediate level of proficiency: Detail-Oriented, Intermediate level of proficiency: Teamwork
Nice to Have
Any other related discipline or commensurate work experience considered
What You'll Do.
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 client’s expectations
Tracks collection of client service fees.
Analyses client feedback
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
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
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
and issue resolutions comply with bank policies
regulatory requirements
and internal controls.
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
and adhere to applicable policy documents (Frameworks
Procedures and Supporting documents)
laws and regulations.
How You'll Work.
Team & Collaboration
Collaboration; Teamwork
Communication Scope
Presents strategic reports to management
Full Job Description
Application Deadline: 06/04/2026 Address: 525 8th Ave SW East Tower Job Family Group: Commercial Sales & Service 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 client’s 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 iden
Applying for this Client Service Advisor II role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about BMO Financial Group?
Real rants from real employees. Read before you apply.