
5001 - 10000 employees
š”ļø Insurance
š¼ Consulting
š¦ 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.
š„ 14 hours ago
šØš¦ Canada ā Remote
šµ $40.5k - $80k / year
ā° Full Time
š” Mid-level
š Senior
š» Ghost score 0%
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5001 - 10000 employees
š”ļø Insurance
š¼ Consulting
š¦ 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.
⢠Understand customer needs and provide small business banking sales and service to BMO customers or prospects ⢠Advise customers on small 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 ⢠Probe to understand customer needs and provide advice on small business banking and credit card strategies ⢠Manage transactional outcomes of customer calls or defer to appropriate internal business groups ⢠Escalate complex or unresolved customer situations to senior managers ⢠Complete documentation to ensure customer requests are accurately processed ⢠Maintain current knowledge of personal banking and credit card industries, practices, and trends ⢠Integrate marketing promotions and programs into customer conversations where appropriate ⢠Maintain confidentiality of customer and Bank information ⢠Identify and report suspicious activity patterns related to money laundering ⢠Complete complex and diverse tasks within given rules and limits, including handling 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
⢠Completed high school education, or equivalent work experience ⢠Knowledge of small business and credit card products ⢠Term Investment Qualified (as required) ⢠Specialized knowledge ⢠Good verbal and written communication skills ⢠Good organization skills ⢠Good collaboration and team skills ⢠Good analytical and problem-solving skills ⢠Candidates must be available and flexible to work Monday to Sunday, from 8am-9pm ⢠Must adhere to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, FCAC consumer provision requirements, and Privacy Act provisions
⢠Commission structure may apply ⢠Performance-based incentives ⢠Discretionary bonuses ⢠Other perks and rewards ⢠Health insurance ⢠Tuition reimbursement ⢠Accident and life insurance ⢠Retirement savings plans ⢠In-depth training and coaching ⢠Manager support ⢠Network-building opportunities ⢠Accommodations available on request during the selection process
Apply Nowš„ 14 hours ago
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