BMO Financial Group Commercial Client Service Management in Milwaukee, Wisconsin
770 N Water Street
Job Family Group:
Commercial Sales & Service
Primary responsibilities include:
Daily review and mailing of invoices
Preparation and presentation of the monthly credit quality report
Process all of the matured lease payoffs for US and Canada
Process a majority of US early termination payoffs and some Canada early termination requests
Handle all audit confirmation request for US and Canada
Send EPO letters for all US and Canada accounts and manage the EPO Lifecycle in Workflow
Review UCC subordination request
Respond to credit reference request
Assist accounting in reconciling payments
Adding and updating vendors to MiPayment as requested by Accounting and Tax
Customer Service – responding to customer inquiries which would also include providing information when requested to BMO Bankers, SAMU, Credit, RM’s and RMA’s
Provides 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.
Reviews similar activities of other clients in the same industry, providing assistance and guidance relative to industry best practices.
May be able to apply interest adjustments based on limits.
Ensures that tickets are resolved and closed as per the client’s expectations and to their satisfaction.
Demonstrates an in-depth understanding of product and service , by providing needed information or directing clients to the appropriate source.
Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
Gathers and formats data into regular and ad-hoc reports, and dashboards.
Participates in audit and customer issues resolution, correct irregularities escalate as per established procedures.
Identifies process improvement opportunities for better efficiency in meeting the needs of current clients.
Shares any information with Management received while conducting client service business that would indicate a risk or an opportunity to the Bank.
Provides input into the planning and implementation of operational programs.
Actively listens to clients' concerns and diagnoses clients’ service needs.
Facilitates timely client problem-resolution, engages cross-functional representatives or groups as appropriate.
Responds to client concerns in a professional manner to convey ownership, competence, respect for the client relationship.
Accurately documents client requests using the group’s tracking systems.
Facilitates action to close gaps between client expectations and client 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.
Serves as an advocate for individual clients and escalating issues as necessary to facilitate the timely resolution of service problems.
Supports the development of tailored messaging, which may include writing, editing and distributing communications.
Tracks 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.
Focus may be on a business/group.
Thinks creatively and proposes new solutions.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works mostly independently.
Broader work or accountabilities may be assigned as needed.
Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Accounting knowledge a plus
If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
Specialized knowledge from education and/or business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.
We’re here to help
At BMO Harris Bank 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 Harris Bank 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.
To find out more visit us at https://jobs.bmoharris.com.
BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO Harris Bank N.A. is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
BMO Financial GroupServing customers for 200 years and counting, BMO is a highly diversified financial services provider – the 8th largest bank, by assets, in North America. With total assets of $728 billion as of October 31, 2018, and a team of diverse and highly engaged employees, BMO provides a broad range of personal and commercial banking, wealth management and investment banking products and services to more than 12 million customers and conducts business through three operating groups: Personal and Commercial Banking, BMO Wealth Management and BMO Capital Markets.We serve Canadian clients through BMO Bank of Montreal®, our personal and commercial banking business, BMO Nesbitt Burns®*, one of Canada's leading wealth management firms, and BMO Capital Markets™, our North American investment and corporate banking division.In the United States, clients are served through BMO Harris Bank, a major U.S. Midwest personal and commercial bank, and BMO Private Bank, with wealth management offices across the United States, as well as BMO Capital Markets™, our North American investment and corporate banking division.We help our customers make money make sense by delivering the broadest range of financial services through a single point of contact. Our financial service professionals provide access to any services our customers require across the entire enterprise.