Dedicated Commercial Client Service Advisor

Bmwofsalem

Salem, Unknown
Base: $45,500.00 - $84,500.00; bonus/equity: not s...
Not specified (assumed to be hybrid based on industry standards).
Client ownership & service delivery
Self-management & time management
Client experience & continuous improvement
BMO Financial Group is seeking a Dedicated Commercial Client Service Advisor to manage a portfolio of commercial clients, ensuring exceptional service delivery and operational excellence. The ideal candidate should possess strong client relationship management skills, time management abilities, and a client-first mindset, with relevant experience in the financial services sector

Job Summary

  • The Dedicated Client Service Advisor (CSA) is the single point of contact for an assigned portfolio of commercial clients, delivering end-to-end ownership of daily operational servicing.
  • Success 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.
  • BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Match Score: 75

BMO Financial Group is seeking a Dedicated Commercial Client Service Advisor to manage a portfolio of commercial clients, ensuring exceptional service delivery and operational excellence. The ideal candidate should possess strong client relationship management skills, time management abilities, and a client-first mindset, with relevant experience in the financial services sector.

Salary

Base: $45,500.00 - $84,500.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Client Ownership & Service Delivery
  • Self-Management & Time Management
  • Client Experience & Continuous Improvement
  • Operational Excellence & Risk Management
  • Collaboration & Strategic Support

Nice-to-have

  • Proactive problem resolution
  • Client-first mindset
  • Creative problem-solving
  • Adaptable to evolving priorities

Key Requirements

  • 3-5 years of relevant experience
  • Bachelor’s degree preferred
  • Proficiency in Microsoft Office and banking platforms

Work Rights

Not specified

Tailored Resume

Cover Letter