BMO Financial Group Commercial Service Officer Midmarket/Corporate Finance in Ontario, Canada


The Commercial Service Officer provides sales and service support to Commercial Account Managers and their clients. This role will support Commercial Account Managers in the following capacities:

  • Provide exceptional customer service to commercial clients in your assigned Commercial Account Manager’s portfolio, identifying opportunities during client conversations to generate qualified referrals

  • Prepare and execute everyday banking, lending (non-security) and investment product documentation as required to meet the client’s needs, ensuring compliance with all legal and regulatory requirements

  • Identify, record and advise Commercial Account Managers of any potential risk issues and recommend workflow and administrative process alternatives to improve efficiencies and customer service

  • Identify client needs, answer questions, gather information, and address basic client concerns and complaints, escalating issues as appropriate

  • Collaborate with local BMO Partners and branch contacts, to assist Commercial Account Managers in executing sales and referral opportunities, and in acquiring and retaining profitable Commercial relationships.


Business Acumen (Basic)

Environmental Understanding (Basic)

Information Management (Basic)

Operational Effectiveness (Working)

Problem Solving (Working)

Relationship Management (Basic)

Sales & Service (Working)

Role Requirements

  • Understanding of Commercial Products, Commercial Loan Documentation, Commercial Lending Processes and supporting Policies & Procedures and Technology

  • Knowledge and understanding of customer sales and service

At our company, we have been helping our customers and communities for over 195 years. Working with us means being part of a team of talented and passionate individuals with a shared focus on working together to deliver great customer experiences. We stand behind your success with the support you need to turn your potential into performance.

To find out more visit our website at .

BMO Financial Group is committed to an inclusive, equitable and accessible workplace. By embracing diversity, we gain strength through our people and our perspectives. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Job Field:

Commercial Banking

Job Schedule:


Primary Location: