Client Delivery Team Manager

BMO U.S.

Client Delivery Team Manager responsible for providing operational service support and driving business development for BMO Financial Group. Resolving client issues and enhancing service delivery through effective collaboration and process improvement.

Posted 6/12/2026full-timeLos Angeles • California, Utah • 🇺🇸 United StatesMid-LevelSenior💰 $88,800 - $165,600 per yearWebsite

About the role

Key responsibilities & impact

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
Leads and executes business development plans so that business goals are achieved or exceeded
Participates on client calls as required
Addresses customer services issues according to established guidelines, escalating as required
Develops solutions for customer issues, engaging multiple stakeholders as required
Identifies process improvements to enhance efficiency and better meet the evolving needs of key clients
Creates policies and procedures to ensure quality client service and product delivery while protecting the Banks’ interests and managing risk
Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards
Collaborates with others to develop and implement processes to meet client expectations and ensure consistency across the Commercial Bank segments
Participates in audit and client issue resolution, addressing irregularities and driving corrective actions ensuring proper escalation per established procedures
Designs comprehensive training programs to enhance team capabilities and align with strategic objectives
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
Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do
Ensures alignment between values and behaviour that fosters diversity and inclusion
Regularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through
Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders
Attracts, retains, and enables the career development of top talent
Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance

Requirements

What you’ll need

5 – 7 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 or Marketing preferred
Deep knowledge and technical proficiency gained through extensive education and business experience
Advanced level of proficiency: Product Knowledge, Regulatory Compliance, Data Analysis, Reporting, Document Management, Microsoft Office, Project Management, Problem-Solving, Detail-Oriented, People Management, Stakeholder Management, Strategic Thinking

Benefits

Comp & perks

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Data AnalysisReportingDocument ManagementProject ManagementProduct KnowledgeRegulatory ComplianceProblem-SolvingDetail-OrientedClient Relationship ManagementService Excellence

Soft Skills

Strategic ThinkingPeople ManagementStakeholder ManagementCoachingTeam Performance ImprovementCollaborationClient EngagementProcess ImprovementCommunicationLeadership