BMO U.S. · 3 hours ago
Commercial Banking Relationship Management Associate - Equipment Finance
Milwaukee, WI
Full-time
Onsite
Mid Level
$69K/yr - $128K/yr
4+ years expBMO U.S. is a financial institution seeking a Commercial Banking Relationship Management Associate specializing in Equipment Finance. The role involves providing operational support, enhancing client experiences, and addressing service issues while monitoring portfolio performance and identifying improvement opportunities.
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
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 into the planning and implementation of operational programs
Searches for opportunities for cost reductions
Collaborates to address client/outstanding issues including how issues are handled
Participates in audit and client issue resolution, addressing irregularities and driving corrective actions ensuring proper escalation per established procedures
Monitors operational performance across multiple teams or service lines, ensuring alignment with KPIs and the achievement of service level agreements (SLAs)
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 is primarily on business/group within BMO; may have broader, enterprise-wide focus
Exercises judgment to identify, diagnose, and solve problems within given rules
Works independently on a range of complex tasks, which may include unique situations
Broader work or accountabilities may be assigned as needed
Qualification
Required
4 – 6 years of relevant experience in Client Relationship, Financial Services or Service Excellence in a corporate or banking environment
Technical proficiency gained through education and/or business experience
Intermediate level of proficiency in Project Management
Intermediate level of proficiency in People Management
Intermediate level of proficiency in Stakeholder Management
Intermediate level of proficiency in Strategic Thinking
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 Problem-Solving
Advanced level of proficiency in Detail-Oriented
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 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
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