
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.
🔥 1 minute ago
🇨🇦 Canada – Remote
💵 $70k - $150k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💝 Customer Support
👻 Ghost score 0%
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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.
• Conduct impartial reviews of unresolved customer complaints regarding bank products and services • Find collaborative solutions balancing customer and bank needs • Develop, maintain, and service client relationships • Identify improvements to support client experiences • Monitor quality control and customer service levels • Communicate policy and process enhancement opportunities • Influence and negotiate to achieve business objectives • Advise assigned business or group as a trusted advisor • Recommend and implement solutions based on analysis of issues and business implications • Assist in developing strategic plans and business plans • Identify emerging issues, trends, knowledge gaps, and performance improvement opportunities • Collaborate with legal, media, privacy, and other specialized BMO units on high-risk contentious cases • Serve as subject matter expert for internal and external stakeholders • Coordinate databases in accordance with data governance standards • Analyze strategic problems, data, and information to provide insights and recommendations • Monitor and track performance and address issues • Develop communication plans, tailored messaging, and distribution channels • Lead operational programs and adapt execution to ensure quality • Monitor regulatory developments and implement policy and process changes • Participate in onboarding and training new team members; review work as needed • Manage the complaint resolution process for unresolved complaints • Draft and deliver customer response letters • Prepare customer documentation and executive summaries for complex cases • Review, triage, and escalate incoming complaints, including urgent, sensitive, or reputational issues • Participate in initiatives to identify customer-focused process improvements • Provide feedback on complaint trends • Ensure compliance with privacy, money laundering, fraud, and operational effectiveness requirements • Provide specialized consulting, analytical, and technical support • Independently handle non-routine situations and solve problems within established rules • Apply BMO’s Risk Management Framework and make risk-informed decisions
• Typically 6 - 7 years of relevant experience • Post-secondary degree in related field of study or equivalent combination of education and experience • In-depth knowledge of products, services, and operations • In-depth reasoning and problem resolution skills • In-depth negotiation skills • In-depth investigative, research, and analytic skills • Working knowledge of lending, personal, and small business banking • Working knowledge of competitive marketplace and trends in product offerings • Deep knowledge and technical proficiency gained through extensive education and business experience • In-depth verbal and written communication skills • In-depth collaboration and team skills • In-depth analytical and problem-solving skills • In-depth influence skills • In-depth data-driven decision-making skills • Compliance with applicable policies, procedures, laws, and regulations • Ability to work remotely in Ontario, Canada
• 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 • 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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