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. Provides daily operational service support. Ensures the delivery of exceptional client experiences”
What You'll Achieve.
Ensures the delivery of exceptional client experiences; Resolves client problems in a prompt and effective manner; Ensures that enhancement opportunities are identified and addressed or referred; Ensures that tickets are resolved per client’s expectations; Provides actionable insights for strategic planning; Meets client needs more efficiently; Ensuring exceptional value and service delivery; Recommendations for growth and improvement; Ensuring concerns are addressed promptly and effectively; Enhance operational performance; Optimize client satisfaction; Protecting the bank by applying our Risk Management Framework; Making sound and risk informed decisions that align to business strategy; Protect assets; Adhere to applicable policy documents; Adhere to laws and regulations
Industry & Context.
Problem-Solving; Exercises judgment to identify, diagnose, and solve problems
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
Nice to Have
Any other related discipline or commensurate work experience considered
What You'll Do.
Provides daily operational service support
Ensures the delivery of exceptional client experiences
Resolves client problems
Identifies enhancement opportunities
Ensures that tickets are resolved per client’s expectations
Tracks collection of client service fees
Analyses client feedback
and competitive intelligence
Identifies process improvements
Provides input into the planning and implementation of operational programs
Participates in audit and customer issues resolution
Corrects issues or escalates per guidelines
Addresses irregularities and driving corrective actions
Implements high-impact service strategies
Presents strategic reports to management
Engages with clients to understand and diagnose service needs
Responds to and facilitates the resolution of client service requests
Collects and analyzes client feedback
Ensures all client interactions
and issue resolutions comply with bank policies
regulatory requirements
and internal controls
Thinks creatively and proposes new solutions
Exercises judgment to identify
Works mostly independently
Broader work or accountabilities may be assigned as needed
Take measured risks while protecting the bank
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
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