🌿 Back to all jobs

🥝 Commercial Banking Relationship Management Associate - Equipment Finance

BMO Financial Group | Milwaukee, United States | Posted June 24, 2026

Job Description

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...

Apply for This Position

Submit Application