Dedicated Commercial Client Service Advisor

Application Deadline:

04/23/2026

Address:

6023 Silver Drive

Job Family Group:

Commercial Sales & Service

The Dedicated Client Service Advisor (CSA) is the single point of contact for an assigned portfolio of commercial clients. This role delivers end‑to‑end ownership of daily operational servicing while driving exceptional client experiences, continuity, and proactive problem resolution. Success in this role 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.

Key Accountabilities

Client Ownership & Service Delivery

• Owns day‑to‑day operational servicing for an assigned client portfolio, acting as the primary and accountable service contact.
• Delivers prompt, accurate, and professional resolution of client service requests, issues, and inquiries.
• Ensures all tickets and service requests are resolved in line with client expectations and service standards.
• Applies sound judgment to resolve issues independently or escalate appropriately per established guidelines.

Ownership, Self-Management & Time Management

• Demonstrates strong ownership and self management, proactively prioritizing work, managing competing deadlines, and maintaining control of workload.
• Effectively manages high service volumes while sustaining quality, accuracy, and turnaround times.
• Anticipates peak periods, plans capacity, and adjusts priorities to ensure consistent service delivery.
• Takes accountability for follow‑ups, outstanding items, and end‑to‑end completion of client requests.

Client Experience & Continuous Improvement

• Engages with clients to understand service needs, diagnose issues, and identify opportunities to improve efficiency and experience.
• Identifies and recommends process improvements that reduce repeat requests and improve client outcomes.
• Collects and analyzes client feedback, trends, and service data to identify gaps and enhancement opportunities.

Operational Excellence & Risk Management

• Ensures all client interactions, documentation, and resolutions comply with bank policies, regulatory requirements, and internal controls.
• Participates in audit activities and client issue resolution, correcting irregularities and driving corrective actions with proper escalation.
• Applies the Bank’s Risk Management Framework to make sound, risk‑informed decisions that protect clients and the Bank.

Collaboration & Strategic Support

• Partners closely with Relationship Managers, Sales teams, and internal partners to support client needs and business objectives.
• Provides input into operational planning, service enhancements, and implementation of new programs.
• Prepares and presents insights and reports highlighting client trends, risks, and opportunities.

Additional Expectations

• Works mostly independently with a high degree of accountability.
• Thinks creatively and proposes practical, client‑focused solutions.
• Adapts to evolving priorities, programs, and business needs.
• Broader responsibilities may be assigned as required.

Qualifications

Experience

• 3–5 years of relevant experience in Client Service, Client Relationship Management, Financial Services, or a service‑driven banking environment preferred.

Education

• Bachelor’s degree preferred (Business Administration, Finance, Marketing, or related discipline).
• Equivalent experience will be considered.

Skills & Competencies

• Strong ownership, accountability, and self management
• Proven time management skills with ability to handle high volumes
• Client‑first mindset with strong problem‑solving skills
• Product knowledge and regulatory awareness
• Data analysis and reporting capability
• Detail‑oriented with strong documentation discipline
• Effective collaboration and communication skills
• Proficiency in Microsoft Office and banking platforms
• Teamwork
• Problem-Solving
• Collaboration
• Detail-Oriented

Salary:

$45,500.00 - $84,500.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:

About Us

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.

To find out more visit us at .

BMO 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. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.