
5001 - 10000 employees
🛡️ Insurance
đź’Ľ Consulting
📦 Logistics
Insurance • Consulting • Logistics
BMO U. S. is a diversified financial services company operating in the United States. It offers a broad range of financial products and services including personal and business banking, mortgage services, investments, financial planning, insurance, and wealth management. Additionally, it provides commercial loans, commercial mortgages, and other financial solutions tailored for small businesses and large enterprises. The company places a strong emphasis on customer service and offers digital and cross-border banking solutions to meet the needs of diverse clients. BMO U. S. is also involved in asset management and capital markets operations, making it a full-service financial institution.
🔥 0 minutes ago
🇨🇦 Canada – Remote
đź’µ $37k - $70k / year
⏰ Full Time
🟡 Mid-level
đźź Senior
đź’¬ Bilingual
đź‘» Ghost score 0%
🗣️🇫🇷 French Required
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5001 - 10000 employees
🛡️ Insurance
đź’Ľ Consulting
📦 Logistics
Insurance • Consulting • Logistics
BMO U. S. is a diversified financial services company operating in the United States. It offers a broad range of financial products and services including personal and business banking, mortgage services, investments, financial planning, insurance, and wealth management. Additionally, it provides commercial loans, commercial mortgages, and other financial solutions tailored for small businesses and large enterprises. The company places a strong emphasis on customer service and offers digital and cross-border banking solutions to meet the needs of diverse clients. BMO U. S. is also involved in asset management and capital markets operations, making it a full-service financial institution.
• Help small businesses achieve their dreams by offering financial solutions and providing exceptional customer service • Act as a key member of a collaborative and versatile team and support leadership activities • Develop strong active listening skills and business banking knowledge • Work with internal and external business groups to find the right solutions for customers • Probe to understand customer needs and provide Business Banking sales, service and advice to existing BMO customers or prospects • Advise customers on Business Banking strategies and products, including credit cards • Fulfill sales and service activities in accordance with approved procedures • Identify and make referrals to other business groups as needed • Handle customer inquiries in an informed, professional, and efficient manner • Escalate complex or unresolved customer situations to the appropriate BMO colleague • Perform required activities and transactional outcomes after calls to accurately process customer requests • Maintain current knowledge of business banking and credit card products and processes • Maintain confidentiality of customer and Bank information and adhere to regulatory and compliance requirements • Engage clients in holistic needs-based conversations to understand Business Banking needs and identify financial solutions, including commercial deposit accounts, cash management solutions, small business lending, small business credit cards, merchant service solutions, and payroll solutions
• Working knowledge of Personal and Small Business Banking Products • Strong interpersonal skills, including the ability to build rapport and proactively establish personal connections • Contact Center & Banking Experience (Preferred) • Organization skills • Aptitude for continuous learning, listening, solving problems, and responding flexibly/creatively to new challenges • Strong collaboration with internal partners and team members • Strong analytical and problem-solving skills • High school diploma or equivalent work experience • Bilingualism French/English Required • Fluent in both French and English • Proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec
• Performance-based incentives • Discretionary bonuses • Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans • In-depth training and coaching • Manager support • Network-building opportunities • Tools and resources to reach new milestones • Accommodations available on request for candidates taking part in all aspects of the selection process
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