Customer Support Advisor

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BMO U.S.

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

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.

📋 Description

• Conduct outbound calls to clients to follow up on incomplete applications or missing documentation and clearly communicate requirements • Respond to client inquiries, issues, and requests in a professional and timely manner • Review submitted documents, identify gaps, and guide clients on next steps to ensure completion • Manage client interactions end-to-end, ensuring requests are resolved or routed to the appropriate internal teams • Escalate complex or unresolved issues to senior team members when required • Accurately document all client interactions and ensure updates are recorded in accordance with procedures • Maintain confidentiality of client and Bank information at all times • Monitor and report any suspicious activity in line with Anti-Money Laundering (AML) requirements • Adhere to all regulatory and compliance standards, including AML, Terrorist Financing, FCAC consumer provisions, and Privacy Act requirements • Stay informed on internal processes, policies, and relevant updates to support accurate guidance to clients • Complete assigned tasks within defined guidelines and escalate issues as needed

🎯 Requirements

• Typically 1–2 years of relevant experience • Post-secondary education in a related field is an asset or equivalent combination of education and experience • Fluency in spoken Mandarin and or Cantonese is strong asset • High school diploma or equivalent work experience required • Good organizational, collaboration, and teamwork skills • Basic understanding of risk management and compliance practices • Familiarity with BMO InvestorLine products and services is an asset • Working towards the Canadian Investment Regulatory Exam (CIRE) via CIRO is preferred

🏖️ Benefits

• Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans