
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.
🔥 0 minutes ago
🇨🇦 Canada – Remote
💵 $40.5k - $80k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
💼 Consultant
🚫👨🎓 No degree required
👻 Ghost score 0%
🗣️🇫🇷 French Required
Where this job comes from
Posted on BMO U.S.'s careers page, not through a job board
First seen by Remote Rocketship 0 minutes ago

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.
• Provide exceptional service to credit card customers by reviewing and analyzing cases to retrieve disputed funds from merchants • Work with merchants to ensure chargeback submissions are accurate • Contact customers for additional information or documentation • Identify and escalate adverse trends, financial-loss situations, and organizational risks • Send client communications and transaction processes, and interface with operations partners • Investigate and resolve client/customer questions and issues efficiently • Execute service requests, transactions, and queries within service-level agreements • Address and resolve issues raised by internal partners • Lead or participate in the design, implementation, and management of core business/group processes • Process issuer chargebacks according to BMO policies and procedures • Handle customer inquiries professionally and efficiently • Probe to understand customer needs and provide advice • Manage transactional outcomes of customer calls or refer matters to appropriate internal groups • Escalate complex or unresolved customer situations • Document completed calls and accurately process customer requests • Maintain confidentiality of customer and Bank information • Monitor banking industry practices and trends • Handle complex and diverse tasks, including escalations from other employees • Analyze issues and determine next steps • Apply BMO’s Risk Management Framework and make risk-informed decisions aligned with business strategy, policies, laws, and regulations
• Typically 2–3 years of relevant experience • Post-secondary degree in a related field of study desirable or an equivalent combination of education and experience • Knowledge of credit card products and documentation • Knowledge of general ledger processes and procedures • Basic understanding of risk management and compliance • Working conflict resolution skills • In-depth knowledge of lending products, processes, and procedures • Specialized knowledge • Good verbal and written communication skills • Good organizational skills • Good collaboration and team skills • Good analytical and problem-solving skills • Fluent in French and English • Ability to support clients and team members inside and/or outside Quebec
• Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans • Performance-based incentives • Discretionary bonuses • In-depth training and coaching • Manager support • Network-building opportunities • Tools and resources to reach new milestones • Inclusive, equitable and accessible workplace • Accommodations available on request during the selection process
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