Bilingual Solution Delivery Specialist

Job Title: Bilingual Client Service Advisor – Commercial Banking & Treasury & Payment Solutions (English + French)
Location: Toronto, ON Onsite Department: Commercial Banking – Treasury & Payment Solutions (TPS) Employment Type: Full-Time
Overview
The Client Service Advisor plays a critical role in supporting BMO’s Commercial Banking and Treasury & Payment Solutions clients. This position is responsible for delivering high-quality service, resolving day to day inquiries, supporting product and service needs, and assisting with fraud-related issues. Fluency in English and Mandarin or Cantonese is required to support our diverse client base.
You will act as a trusted partner to commercial clients, ensuring their cash management, payment, and treasury operations run smoothly while providing proactive guidance and exceptional service.
Key Responsibilities
Client Support & Inquiry Management
• Serve as the primary point of contact for commercial clients regarding daily banking, treasury, and payment-related inquiries.
• Provide bilingual support (English + French) to clients across multiple communication channels.
• Troubleshoot issues related to account activity, payment processing, digital banking platforms, and treasury services.
• Deliver timely, accurate, and solutions focused responses to client questions.
Treasury & Payment Solutions Support
• Assist clients with onboarding, setup, and maintenance of TPS products such as wire services, ACH, remote deposit, lockbox, and online banking platforms.
• Guide clients through product features, best practices, and optimization opportunities.
• Coordinate with internal partners (Operations, Product, Relationship Managers) to resolve complex issues.
Fraud Prevention & Risk Management
• Support clients in identifying, reporting, and resolving suspected fraud or unauthorized transactions.
• Educate clients on fraud prevention tools, security protocols, and risk mitigation practices.
• Escalate high risk or time sensitive fraud cases to the appropriate internal teams.
Operational Excellence
• Maintain accurate documentation of client interactions, issues, and resolutions.
• Monitor service levels and ensure adherence to internal policies, compliance requirements, and regulatory standards.
• Identify recurring issues and recommend process improvements to enhance client experience.
Qualifications
Required
• Fluency in English and French (verbal and written).
• Experience in commercial banking, treasury services, payments, or financial services client support.
• Strong understanding of banking products, cash management, and payment operations.
• Ability to analyze issues, troubleshoot effectively, and communicate solutions clearly.
• High attention to detail and strong organizational skills.
• Ability to work in a fast paced, high volume environment.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Qualifications
Required
• Fluency in English and French (verbal and written).
• Experience in commercial banking, treasury services, payments, or financial services client support.
• Strong understanding of banking products, cash management, and payment operations.
• Ability to analyze issues, troubleshoot effectively, and communicate solutions clearly.
• High attention to detail and strong organizational skills.
• Ability to work in a fast paced, high volume environment.

Commercial Banking Experience

Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.