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BMO U.S.

Client Service Officer – Business Banking

BMO U.S.

. Provides exceptional daily operational service support to grow the Bank’s market share and maximize profitability of client relationships .

Posted 10/20/2026full-timeMontreal • CanadaJuniorMid-Level💰 CA$40,500 - CA$80,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management, problem resolution, and operational support within the banking sector. Proficient in analyzing client needs, enhancing service delivery, and collaborating with stakeholders to achieve business objectives.

Highest-signal resume keywords
Client Relationship ManagementProblem ResolutionBMO Banking Products KnowledgeAnalytical SkillsCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills
Data AnalysisReport GenerationService Fee TrackingChange ManagementCross-Selling Techniques
Soft Skills
CollaborationOrganizationProblem-SolvingVerbal CommunicationWritten Communication
Tools & Technologies
Tracking SystemsDashboards
Industry Keywords
BankingCustomer Escalation ProcessesOperational Service SupportMarket Share GrowthClient Problem Resolution

About the role

Key responsibilities & impact
  • Provides exceptional daily operational service support to grow the Bank’s market share and maximize profitability of client relationships
  • Ensures prompt and effective client problem resolution and identifies and closes or refers enhancement opportunities
  • Meets client service needs through pooled call center or dedicated one-on-one relationship environments
  • Demonstrates knowledge of product strengths, capabilities, limitations, upgrades, and cross-sell opportunities
  • Coordinates and executes activities for strategic initiatives, tracking metrics and milestones
  • Collaborates with internal and external stakeholders to deliver business objectives
  • Gathers and formats data into regular and ad-hoc reports and dashboards
  • Documents client requests using tracking systems
  • Supports change management execution and sustainment activities
  • Develops tailored messaging, including writing, editing, and distributing communications
  • Provides product and service information or directs clients to appropriate sources
  • Tracks collection of client service fees
  • Delivers timely, accurate, and efficient service
  • Listens to client concerns and diagnoses service needs
  • Facilitates problem resolution and engages cross-functional representatives as appropriate
  • Responds to concerns professionally while conveying ownership, competence, respect, and value of the client relationship
  • Closes gaps between client expectations and experiences
  • Advocates for clients and escalates service problems for timely resolution
  • Identifies enhancements and cross-sell opportunities for appropriate lines of business
  • Completes complex and diverse tasks and handles escalations from other employees
  • Analyzes issues and determines next steps
  • Performs broader work or accountabilities as assigned

Requirements

What you’ll need
  • Typically 2–3 years of relevant experience
  • Post-secondary degree in related field of study desirable or equivalent combination of education and experience
  • Strong oral and written communication skills
  • Ability to work in a fast-paced environment handling various tasks and priorities concurrently
  • Bilingual a plus
  • In-depth knowledge of BMO banking products
  • In-depth knowledge of customer escalation processes/practices
  • Specialized knowledge
  • Good verbal and written communication skills
  • Good organization skills
  • Good collaboration and team skills
  • Good analytical and problem-solving skills

Benefits

Comp & perks
  • Performance-based incentives
  • Discretionary bonuses
  • Health insurance
  • Tuition reimbursement
  • Accident and life insurance
  • Retirement savings plans
  • In-depth training and coaching
  • Manager support
  • Network-building opportunities
  • Tools and resources to reach new milestones
  • Accommodations available on request for candidates taking part in all aspects of the selection process