Pavan Kumar Baddam
Client Services Officer- Commercial Business Banking @BMO
Signup · Get unlimited contacts
WORK HISTORY
Client Services Officer- Commercial Business Banking @BMO
Toronto, ON, CA
Provides exceptional, daily operational service support to grow the Bank’s market share and maximize profitability of client relationships. Ensures client problem resolution is prompt and effective, and that enhancement opportunities are identified and closed or referred during client service interactions. Typically meets client service needs through a pooled call center environment or a dedicated one-on-one relationship with sensitive, complex, and/or top tiered clients.Demonstrates an in-depth working knowledge of the strengths, capabilities, and limitations of products, upgrades, and cross-sell opportunities.Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.Collaborates with internal and external stakeholders to deliver on business objectives.Gathers and formats data into regular and ad-hoc reports, and dashboards.Accurately documents client requests using tracking systems. Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.Supports the development of tailored messaging, which may include writing, editing and distributing communications.Demonstrates an in-depth understanding of product and service capabilities by providing needed information or directing clients to the appropriate source.Tracks the collection of client service fees.Executes work to deliver timely, accurate, and efficient service.Actively listens to client concerns to diagnose client service needs.Facilitates timely client problem-resolution, and engages cross-functional representatives or groups, as appropriate.Responds to client concerns in a professional manner that conveys ownership, competence, respect, the value of the client relationship and meets standards.Facilitates actions that close gaps between client expectations and experiences in the performance of the Bank and its products.
EDUCATION
Satavahana University, Karimnagar
Bachelor of Commerce - BCom
Lambton College
Financial Planning and Wealth Management , Financial Planning and Services
ABOUT PAVAN KUMAR BADDAM
Being a Post-Graduate in Financial Planning and Wealth Management, I’m looking forward to being part of fast paced environment with good workplace ethic. Being an enthusiast in learning, I’m open to opportunities that nurture my skills and enable me to add value the organization’s goals.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.