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Posted 16 hours ago
Client Delivery Team Manager
BMOClient Delivery Team Manager
Perks & benefits
Health InsuranceTransportationEducation AllowanceAccommodation
Requirements
5-7 years client relationship or financial services experience, Bachelor's degree in Business, Finance, or Marketing preferred, Proficiency in Microsoft Office, Strong data analysis and reporting skills, Experience in people and stakeholder management
Skills
Project ManagementData AnalysisStakeholder Management
About the role
Responsibilities
- Lead and execute business development plans to achieve or exceed commercial banking goals
- Provide daily operational service support and ensure exceptional client experiences
- Resolve client problems promptly and develop solutions by engaging multiple stakeholders
- Identify process improvements to enhance efficiency and meet evolving client needs
- Create policies and procedures to ensure quality service while managing risk and protecting bank interests
- Manage databases and provide support for data analysis, forecasting, and visualization
- Design and implement comprehensive training programs to enhance team capabilities
- Manage and develop team members by coaching, recognizing performance, and supporting career growth
- Ensure all client interactions and documentation comply with bank policies and regulatory requirements
Requirements
- 5–7 years of experience in Client Relationship, Financial Services, or Service Excellence within a corporate or banking environment
- Bachelor's degree in Business Administration, Finance, Marketing, or a related discipline preferred
- Strong proficiency in Microsoft Office and data analysis reporting
- Proven experience in people management and stakeholder management
- Advanced problem-solving skills and a detail-oriented approach to complex tasks
- Ability to work independently and handle non-routine situations using sound judgment
About the Company
BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management, and investment services to more than 12 million customers across Canada, the United States, and globally.
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BMO · Newport Beach
