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Client Delivery Associate - Commercial
Job description
Provides exceptional, daily operational service support to grow the Bank’s market share and maximize profitability of client relationships. Ensures client problem resolution is prompt and effective, and that enhancement opportunities are identified and closed or referred during client service interactions. Typically meets client service needs through a pooled call center environment or a dedicated one-on-one relationship with sensitive, complex and/or top tiered clients.Demonstrates an in-depth understanding of product and service, by providing needed information or directing clients to the appropriate source.Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.Gathers and formats data into regular and ad-hoc reports, and dashboards.Explores and identifies enhancements and cross-sell opportunities and bringing these opportunities to the appropriate line of business contact.Actively listens to clients' concerns and diagnoses clients’ service needs.Facilitates timely client problem-resolution, engages cross-functional representatives or groups as appropriate.Responds to client concerns in a professional manner to convey ownership, competence, respect for the client relationship.Accurately documents client requests using the group’s tracking systems.Facilitates action to close gaps between client expectations and client experiences in the performance of the Bank and its products.Applies consistent and timely follow ups to demonstrate a commitment to customer satisfaction and high standards of responsiveness.
Responsibilities & skills
Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.
Education
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.If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
Experience
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BMO Financial Group
Bank of Montreal is bilingual -- it speaks Canadian and American business. Also known as BMO Financial Group (or, more familiarly, BMO, pronounced "bee-moe"), the company is one of Canada's oldest and biggest banks. Serving individuals, government agencies, and businesses large and small, it has about 900 branches that provide deposits, mortgages and loans, life insurance, credit cards, investments, and wealth management services. In the US, it owns Chicago's Harris, which offers similar services through more than 300 branches, primarily in the Midwest. Another subsidiary, BMO Capital Markets, performs institutional brokerage and investment banking services mainly in Canada and the US
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