
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
💬 Bilingual
🚫👨🎓 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
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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.
• Understand customer needs and provide credit and lending-related sales and service to BMO customers or prospects • Advise customers on borrowing strategies and products that meet their objectives • Fulfill sales and service activities in accordance with approved procedures • Identify and refer customers to other business groups • Work through various channels to deliver the desired customer experience and achieve business objectives • Provide training and coaching to junior associates as needed • Probe to understand customer needs and provide advice on personal banking and borrowing strategies • Manage transactional outcomes of customer contacts or defer to appropriate internal business groups • Escalate complex or unresolved customer situations to managers • Complete required documentation to accurately process customer requests • Maintain current knowledge of personal banking and lending products, practices, and trends • Research and investigate lending applications following established processes • Handle customer contacts professionally and efficiently • Integrate marketing promotions and programs into customer conversations where appropriate • Maintain confidentiality of customer and Bank information • Identify and report suspicious patterns of activity related to money laundering • Make credit decisions or recommendations in accordance with sound credit-granting principles and Bank policies • Use authorized credit qualifications to fulfill customer requests • Complete complex and diverse tasks and handle escalations from other employees • Analyze issues and determine next steps • Apply BMO’s Risk Management Framework and make risk-informed decisions while protecting bank assets and complying with applicable policies, laws, and regulations
• Typically 2–3 years of relevant experience • Post-secondary degree in a related field of study desirable or equivalent combination of education and experience • Knowledge of personal lending and home financing products • Knowledge of competitive marketplace and trends in product offerings • Knowledge of contact centre operational processes and policies • Knowledge of call centre technology, processes and metrics • 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 • Ability to work in compliance with Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada consumer provision requirements, and Privacy Act provisions
• Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans • Performance-based incentives • Discretionary bonuses • Other perks and rewards • In-depth training and coaching • Manager support • Network-building opportunities • Tools and resources to reach new milestones • Accommodations available on request during the selection process
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