BMO U.S. · 9 hours ago
Manager, Dedicated Client Services - Treasury & Payment Solutions
Brookfield, WI
Full-time
Onsite
Mid, Senior Level
$89K/yr - $166K/yr
5+ years expBMO U.S. is a financial services company dedicated to providing exceptional client experiences. The Manager of Dedicated Client Services for Treasury & Payment Solutions is responsible for leading operational service support, resolving client issues, and developing solutions to enhance efficiency while managing risk.
Banking
Responsibilities
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
Leads and executes business development plans so that business goals are achieved or exceeded
Participates on client calls as required
Addresses customer services issues according to established guidelines, escalating as required
Develops solutions for customer issues, engaging multiple stakeholders as required
Identifies process improvements to enhance efficiency and better meet the evolving needs of key clients
Creates policies and procedures for to ensure quality client service and product delivery while protecting the Banks’ interests and managing risk
Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards
Collaborates with others to develop and implement processes to meet client expectations and ensure consistency across the Commercial Bank segments
Participates in audit and client issue resolution, addressing irregularities and driving corrective actions ensuring proper escalation per established procedures
Designs comprehensive training programs to enhance team capabilities and align with strategic objectives
Collaborates with managers to develop and implement processes and procedures to meet client expectations and ensure consistency across the Commercial Bank segments
Engages with clients to understand and diagnose service needs, ensuring concerns are addressed promptly and effectively
Responds to and facilitates the resolution of client service requests
Collects and analyzes client feedback to identify service gaps, enhance operational performance, and optimize client satisfaction
Ensures all client interactions, documentation, and issue resolutions comply with bank policies, regulatory requirements, and internal controls
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
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
Qualification
Required
5 – 7 years of relevant experience in Client Relationship, Financial Services or Service Excellence in a corporate or banking environment
Deep knowledge and technical proficiency gained through extensive education and business experience
Advanced level of proficiency in Product Knowledge
Advanced level of proficiency in Regulatory Compliance
Advanced level of proficiency in Data Analysis Reporting
Advanced level of proficiency in Document Management
Advanced level of proficiency in Microsoft Office
Advanced level of proficiency in Project Management
Advanced level of proficiency in Problem-Solving
Advanced level of proficiency in Detail-Oriented
Advanced level of proficiency in People Management
Advanced level of proficiency in Stakeholder Management
Advanced level of proficiency in Strategic Thinking
Preferred
Bachelor's degree in Business Administration, Finance or Marketing
Any other related discipline or commensurate work experience considered
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO U.S.
We’re a bank, but there’s more to it than that. We're a top ten bank in North America and have been serving our customers since 1817.
5001-10000 employees
H1B Sponsorship
BMO U.S. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (11)
2023 (41)
2022 (22)
2021 (14)
2020 (21)
Funding
Current Stage
Late StageLeadership Team
Mike Morton
Vice Chair U.S. Commercial Banking
Recent News
2025-10-16
2025-09-23
Company data provided by crunchbase