BMO U.S.

Treasury Payment Solutions Client Service Associate

BMO U.S.

full-time

Posted on:

Location Type: Remote

Location: Remote • Nevada • 🇺🇸 United States

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Salary

💰 $54,000 - $99,600 per year

Job Level

JuniorMid-Level

About the role

  • 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, 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.
  • 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.

Requirements

  • 3 – 5 years of relevant experience in Client Relationship, Financial Services or Service Excellence in a corporate or banking environment is preferred.
  • Bachelor’s degree preferred; Business Administration, Finance or Marketing preferred.
  • Any other related discipline or commensurate work experience considered.
  • Specialized knowledge from education and/or business experience.
  • Intermediate level of proficiency: Product Knowledge, Regulatory Compliance, Data Analysis, Reporting, Document Management, Microsoft Office, Problem-Solving, Collaboration, Detail-Oriented, Teamwork.
Benefits
  • Health insurance
  • Tuition reimbursement
  • Accident and life insurance
  • Retirement savings plans

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
Data AnalysisReportingDocument ManagementProduct KnowledgeRegulatory Compliance
Soft skills
Problem-SolvingCollaborationDetail-OrientedTeamwork