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BMO Financial Group Commercial Banking Service Associate in Tampa, Florida

Address:

501 E. Kennedy Boulevard

Job Family Group:

Commercial Sales & Service

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.

  • 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.

  • Leads and executes business development plans to that business goals are achieved or exceeded.

  • Provides overall leadership and strategic direction to team; sets context, direction, accountabilities, tasks and assignments.

  • Develops solutions for customer specific issues by engaging multiple internal stakeholders.

  • Participates on client calls as required.

  • Addresses customer services issues according to established parameters, escalating as required.

  • Influences and negotiates to achieve business objectives.

  • Recommends and implements solutions based on analysis of issues and implications for the business.

  • Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.

  • Analyzes and interprets service problems to identify root causes and makes recommendations.

  • Acts as the prime subject matter expert for internal/external stakeholders.

  • 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.

  • Sets performance standards and monitor and actively manage service staff performance.

  • Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.

  • Participate in product introduction and change management activity as key client facing, line representative.

  • Leads change management activities related to products and services and compliance/regulatory matters.

  • Creates policies and procedures for Commercial Bank to ensure quality client service and product delivery while protecting the Banks’ interests and managing risk.

  • Develops and administers training programs.

  • Documents all standard procedures and processes; and communicate new processes to service and sales staff.

  • Provides coverage or back-up support for areas with staff shortage.

  • Collaborates with managers to develop and implement processes and procedures to meet client expectations and ensure consistency across the Commercial Bank segments.

  • 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 is primarily on business/group within BMO; may have broader, enterprise-wide focus.

  • Provides specialized consulting, analytical and technical support.

  • Exercises judgment to identify, diagnose, and solve problems within given rules.

  • Works independently and regularly handles non-routine situations.

  • Broader work or accountabilities may be assigned as needed.

Qualifications:

  • Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

  • If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.

  • Deep knowledge and technical proficiency gained through extensive education and business experience.

  • Verbal & written communication skills - In-depth.

  • Collaboration & team skills - In-depth.

  • Analytical and problem solving skills - In-depth.

  • Influence skills - In-depth.

  • Data driven decision making - 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 Group Serving 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.

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