Job Description & How to Apply Below
Address: 6023 Silver Drive
Job Family Group:
Commercial Sales & Service
The Dedicated Client Service Advisor (CSA) is the single point of contact for an assigned portfolio of commercial clients. This role delivers end-to-end ownership of daily operational servicing while driving exceptional client experiences, continuity, and proactive problem resolution. Success in this role requires strong self management, disciplined time management, and the ability to operate effectively in a high-volume environment while maintaining accuracy, compliance, and service excellence.
Key Accountabilities
Client Ownership & Service Delivery
Owns day-to-day operational servicing for an assigned client portfolio, acting as the primary and accountable service contact .
Delivers prompt, accurate, and professional resolution of client service requests, issues, and inquiries.
Ensures all tickets and service requests are resolved in line with client expectations and service standards.
Applies sound judgment to resolve issues independently or escalates appropriately per established guidelines.
Ownership, Self-Management & Time Management
Demonstrates strong ownership and self-management , proactively prioritizing work, managing competing deadlines, and maintaining control of workload.
Effectively manages high service volumes while sustaining quality, accuracy, and turnaround times.
Anticipates peak periods, plans capacity, and adjusts priorities to ensure consistent service delivery.
Takes accountability for follow-ups, outstanding items, and end-to-end completion of client requests.
Client Experience & Continuous Improvement
Engages with clients to understand service needs, diagnose issues, and identify opportunities to improve efficiency and experience.
Identifies and recommends process improvements that reduce repeat requests and improve client outcomes.
Collects and analyzes client feedback, trends, and service data to identify gaps and enhancement opportunities.
Operational Excellence & Risk Management
Ensures all client interactions, documentation, and resolutions comply with bank policies, regulatory requirements, and internal controls.
Participates in audit activities and client issue resolution, correcting irregularities and driving corrective actions with proper escalation.
Applies the Bank's Risk Management Framework to make sound, risk-informed decisions that protect clients and the Bank.
Collaboration & Strategic Support
Partners closely with Relationship Managers, Sales teams, and internal partners to support client needs and business objectives.
Provides input into operational planning, service enhancements, and implementation of new programs.
Prepares and presents insights and reports highlighting client trends, risks, and opportunities.
Additional Expectations
Works mostly independently with a high degree of accountability.
Thinks creatively and proposes practical, client-focused solutions.
Adapts to evolving priorities, programs, and business needs.
Broader responsibilities may be assigned as required.
Qualifications
Experience
3-5 years of relevant experience in Client Service, Client Relationship Management, Financial Services, or a service-driven banking environment preferred.
Education
Bachelor's degree preferred (Business Administration, Finance, Marketing, or related discipline).
Equivalent experience will be considered.
Skills & Competencies
Strong ownership, accountability, and self management
Proven time management skills with ability to handle high volumes
Client-first mindset with strong problem-solving skills
Product knowledge and regulatory awareness
Data analysis and reporting capability
Detail-oriented with strong documentation discipline
Effective collaboration and communication skills
Proficiency in Microsoft Office and banking platforms
Teamwork
Salary
$45,500.00 - $84,500.00
Pay Type
Salaried
The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:
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