BMO · 13 hours ago
Treasury Payment Solutions Client Service Associate
United States
Full-time
Remote
Mid Level
$54K/yr - $100K/yr
3+ years expBMO is a bank dedicated to creating lasting, positive change for customers and communities. The Treasury Payment Solutions Client Service Associate provides operational service support, resolves client issues, and enhances client experiences through strategic insights and process improvements.
BankingCrowdfundingFinanceFinancial Services
Responsibilities
Ensures that tickets are resolved per client’s expectations
May be able to apply interest adjustments based on limits
Tracks collection of client service fees
Analyses client feedback, market trends, and competitive intelligence to provide actionable insights for strategic planning
Identifies process improvements to meet client needs more efficiently
Provides input into the planning and implementation of operational programs
Participates in audit and customer issues resolution
Corrects issues or escalates per guidelines
Participates in audit and client issue resolution, addressing irregularities and driving corrective actions ensuring proper escalation per established procedures
Implements high-impact service strategies that align with client business objectives, ensuring exceptional value and service delivery
Presents strategic reports to management, outlining key client trends, opportunities, and potential risks, along with recommendations for growth and improvement
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
Focus may be on a business/group
Thinks creatively and proposes new solutions
Exercises judgment to identify, diagnose, and solve problems within given rules
Works mostly independently
Broader work or accountabilities may be assigned as needed
Qualification
Required
3 – 5 years of relevant experience in Client Relationship, Financial Services or Service Excellence in a corporate or banking environment
Specialized knowledge from education and/or business experience
Intermediate level of proficiency in Product Knowledge
Intermediate level of proficiency in Regulatory Compliance
Intermediate level of proficiency in Data Analysis Reporting
Intermediate level of proficiency in Document Management
Intermediate level of proficiency in Microsoft Office
Intermediate level of proficiency in Problem-Solving
Intermediate level of proficiency in Collaboration
Intermediate level of proficiency in Detail-Oriented
Intermediate level of proficiency in Teamwork
Preferred
Bachelor's degree; Business Administration, Finance or Marketing preferred
Any other related discipline or commensurate work experience considered
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO
We’re a bank, but there’s more to it than that. When you join BMO, it opens a world of opportunities.
10001+ employees
H1B Sponsorship
BMO 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 (7)
2024 (2)
2023 (6)
2022 (4)
2021 (2)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
$7.54B2025-10-23Post Ipo Debt· $142.91M
2025-02-26Post Ipo Debt· $871.76M
2024-07-09Post Ipo Debt· $750M
Leadership Team
David Casper
U.S. Chief Executive Officer
Azam Dawood
Head Of Sourcing
Recent News
2025-12-24
2025-12-18
2025-12-18
Company data provided by crunchbase