
5001 - 10000 employees
🛡️ Insurance
💼 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.
🔥 15 hours ago
🇨🇦 Canada – Remote
💵 $40.5k - $80k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💝 Customer Support
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5001 - 10000 employees
🛡️ Insurance
💼 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.
• Engage with BMO bank clients through inbound and outbound channels to support group insurance products • Provide general information on group insurance products and guide clients to appropriate online resources and tools • Direct clients to complete applications through digital platforms • Support customer enrollment in travel insurance by guiding them through the required steps • Meet and exceed performance metrics, including call handling, client experience, and service quality standards • Utilize internal systems and tools to track interactions and support client follow-ups • Identify opportunities to enhance the client experience through effective communication and service • Stay current on BMO Insurance product offerings, market trends, regulatory changes, and competitor activity • Adhere to regulatory guidelines and internal policies while ensuring no advisory services are provided • Document all client interactions accurately according to compliance standards and audit requirements • Champion BMO’s values and maintain integrity and professionalism in every client interaction
• Previous experience in customer service, sales, or contact center environments is preferred • Strong communication and interpersonal skills with a client-first mindset • Ability to clearly explain information and guide clients through processes • Comfortable using digital tools, CRM platforms, and virtual engagement channels • Results-oriented with the ability to work in a fast-paced, performance-driven environment • Growth mindset with a genuine passion for continuous learning and career advancement • Experience in customer retention and complaint resolution is an asset • Adhere to all regulatory guidelines and internal policies • Ensure no advisory services are provided • Ensure accurate documentation in accordance with compliance standards and audit requirements
• Competitive compensation, benefits, and incentive structure • Continuous learning and development opportunities • Access to BMO’s extensive training resources • Dynamic, inclusive, and collaborative culture • Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans • In-depth training and coaching • Manager support and network-building opportunities • Accommodations available on request for candidates taking part in all aspects of the selection process
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