Commercial Banking Relationship Management Associate - Equipment Finance

Responsibilities

• Provide daily operational service support and ensure the delivery of exceptional client experiences.
• Resolve client problems promptly and effectively, identifying and addressing enhancement opportunities during client service interactions.
• Monitor the financial performance of client portfolios and identify opportunities to optimize revenue while maintaining service and satisfaction.
• Communicate with clients about upcoming changes, enhancements to existing products or services, or potential impacts on usage.
• Address customer service issues according to established guidelines, escalating as required.
• Track the collection of client service fees.
• Analyze client feedback, market trends, and competitive intelligence to provide actionable insights for strategic planning.
• Identify process improvement opportunities to increase efficiency in meeting current client needs.
• Provide input into the planning and implementation of operational programs.
• Search for opportunities for cost reductions.
• Collaborate to address client/outstanding issues and how they are handled.
• Participate in audit and client issue resolution, addressing irregularities and driving corrective actions with proper escalation per procedures.
• Monitor operational performance across multiple teams or service lines, ensuring alignment with KPIs and achievement of SLAs.
• Engage with clients to understand and diagnose service needs, addressing concerns promptly and effectively.
• Respond to and facilitate the resolution of client service requests.
• Collect and analyze client feedback to identify service gaps, enhance operational performance, and optimize client satisfaction.
• Ensure all client interactions, documentation, and issue resolutions comply with bank policies, regulatory requirements, and internal controls.
• Focus primarily on business/group within BMO, potentially with an enterprise-wide focus.
• Exercise judgment to identify, diagnose, and solve problems within given rules.
• Work independently on complex tasks, including unique situations.
• Take measured risks while protecting the bank by applying the Risk Management Framework, aligning decisions to business strategy, protecting assets, and adhering to policies, laws, and regulations.

• 4–6 years of relevant experience in client relationship, financial services or service excellence in a corporate or banking environment.
• Bachelor’s degree preferred (Business Administration, Finance, Marketing) or related discipline with commensurate work experience.
• Technical proficiency gained through education and/or business experience.
• Intermediate proficiency in project management, people management, stakeholder management, and strategic thinking.
• Advanced proficiency in product knowledge, regulatory compliance, data analysis reporting, document management, Microsoft Office, problem‑solving, and detail orientation.

$69,000.00 – $ (salaried position)

Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans, performance‑based incentives, discretionary bonuses, and other perks and rewards.

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state, and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation during the employment process, please contact  with the nature of your request and your contact information.