Job summary
Job post source
This job is directly from BMO U.S.
Job overview
The Client Delivery Team Loan Specialist at BMO U.S. provides exceptional operational service to support client relationships and maximize profitability, focusing on problem resolution and service enhancement.
Responsibilities and impact
The role involves daily client service support, resolving client issues promptly, coordinating strategic initiatives, generating reports, facilitating communication, and identifying process improvements to enhance client satisfaction and bank profitability.
Compensation and benefits
The salary range is $54,000 to $99,600 annually, with potential commissions, performance incentives, bonuses, health insurance, tuition reimbursement, life and accident insurance, and retirement savings plans.
Experience and skills
Candidates typically need 3-5 years of relevant experience and a post-secondary degree or equivalent, with strong communication, collaboration, analytical, problem-solving, and influence skills; credit qualifications may be required.
Career development
BMO offers in-depth training, coaching, manager support, and networking opportunities to help employees grow their skills and advance their careers.
Work environment and culture
BMO values diversity, inclusion, and equal opportunity, fostering a respectful environment that supports employee growth and community impact.
Company information
BMO U.S. is part of BMO Financial Group, focused on creating positive change for customers, communities, and employees through innovation and collaboration.
Unique job features
The role features working independently with a focus on client advocacy, strategic initiative support, and the use of tracking systems to ensure client satisfaction and operational efficiency.
Company overview
BMO U.S. is the American division of the Bank of Montreal (BMO), a leading North American financial services provider. They offer a wide range of banking products and services, including personal and commercial banking, wealth management, and investment banking. BMO U.S. generates revenue through interest on loans, fees for financial services, and investment income. The company has a significant history, having been established in 1817, and has grown through strategic acquisitions and expansions in the U.S. market.
How to land this job
Position your resume to highlight your expertise in client service, problem resolution, and operational support, emphasizing your ability to handle complex client needs and deliver high satisfaction.
Focus on showcasing skills in data gathering, reporting, process improvement, and collaboration with cross-functional teams, as these are key responsibilities in the role.
Apply through multiple channels including BMO U.S.'s official careers site and LinkedIn to maximize your application visibility and reach.
Connect with current employees in the Client Delivery or Loan Specialist teams at BMO U.S. on LinkedIn; start conversations with ice breakers like commenting on recent BMO initiatives or asking about their experience with client service challenges.
Optimize your resume for ATS by incorporating keywords from the job description such as 'client problem resolution,' 'operational service support,' 'data reporting,' 'process improvement,' and 'collaboration,' ensuring your resume passes initial screenings.
Utilize Jennie Johnson's Power Apply feature to automate tailored applications, identify multiple application platforms, and find relevant LinkedIn contacts, allowing you to focus more on preparing for interviews and networking.
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