Client Services Officer - Winnipeg, Canada - BMO Financial Group

BMO Financial Group

Verified Company

Winnipeg, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

335 Main Street Winnipeg Manitoba,R3C1C2

The Client Services Officer will provide exceptional, daily operational service support to grow the Bank's market share and maximize profitability of client relationships. Ensures client problem resolution is prompt and effective, and that enhancement opportunities are identified and closed or referred during client service interactions. Typically meets client service needs through a pooled call center environment or a dedicated one-on-one relationship with sensitive, complex, and/or top tiered clients.

Qualifications:

Actively listens to client concerns to diagnose client service needs.
Facilitates timely client problemresolution, and engages crossfunctional representatives or groups, as appropriate.
Responds to client concerns in a professional manner that conveys ownership, competence, respect, and the value of the client relationship and meets standards for appropriateness.
Accurately documents client requests using tracking systems.
Facilitates actions that close gaps between client expectations and experiences in the performance of the Bank and its products.
Applies consistent and timely follow ups to demonstrate a commitment to customer satisfaction and high standards of responsiveness.
Demonstrates an indepth understanding of product and service capabilities by providing needed information or directing clients to the appropriate source.
Serves as an advocate for individual clients and escalates service problems to facilitate timely resolution.
Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
Explores and identifies enhancements and crosssell opportunities to bring forward to appropriate lines of business.
Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
Supports the development of tailored messaging, which may include writing, editing and distributing communications.
Tracks the collection of client service fees.
Collaborates with internal and external stakeholders in order to deliver on business objectives.
Executes work to deliver timely, accurate, and efficient service.
Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
Analyzes issues and determines next steps.
Broader work or accountabilities may be assigned as needed.

Knowledge and Skills:

Typically between 3 years of relevant experience and postsecondary degree in related field of study desirable or an equivalent combination of education and experience.
Strong oral and written communication skills
Ability to work in a fast paced environment that requires handling various tasks and priorities concurrently
Bilingual a plus
Knowledge of BMO banking products
Indepth.
Knowledge of customer escalation processes/practices
Indepth.
Verbal and written communication skills
Good.

Organization skills

Good.
Collaboration and team skills
Good.
Analytical and problem solving skills
Good
Specialized knowledge.
Verbal & written communication skills
Good.

Organization skillls

Good.
Collaboration & team skills
Good.
Analytical and problem solving skills
Good.

We're here to help
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact.

We strive to help you make an impact from day one - for yourself and our customers.

We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs.

From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.