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Commercial Banking Relationship Management Associate - Equipment Finance

Company

BMO Financial Group

Location

Milwaukee, United States

Type

Full-time

Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during client service interactions.

+ Monitors the financial performance of client portfolios, identifying opportunities to optimize revenue while maintaining high levels of service and satisfaction.
+ Communicates with clients about upcoming changes, enhancements to existing products/services, or potential impacts on usage.
+ Addresses customer service issues according to established guidelines, escalating as required.
+ Tracks collection of client service fees
+ Analyses client feedback, market trends, and competitive intelligence to provide actionable insights for strategic planning.
+ Identifies process improvement opportunities for better efficiency in meeting the needs of current clients.
+ Provides input int...

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