[Remote] Specialist, Business Banking Services (Remote)

Note: The job is a remote job and is open to candidates in USA. BMO is a financial institution committed to helping small businesses achieve their dreams through exceptional customer service. As a Specialist in Business Banking Services, you will support customers by providing financial solutions and advice while collaborating with internal and external business groups.

Responsibilities

• Probe to understand customer needs and provide Business Banking sales, service and advice to existing BMO customers or prospects
• Advise customers on Business Banking strategies and products (including credit cards) that meet their objectives and priorities
• Fulfill sales and service activities for the customer 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
• Escalate complex or unresolved customer situations to the appropriate BMO colleague as required
• Perform any required activities & transactional outcomes after calls to ensure customer’s requests are accurately processed
• Maintain current knowledge of business banking and credit card products & processes and integrate into customer conversations in a professional manner
• Maintain the confidentiality of customer and Bank information and adhere to regulatory and compliance requirements appropriate for the jurisdiction
• Engage clients in holistic needs based conversations to develop a complete understanding of the Business Banking needs and identify financial solutions to fulfill immediate and future needs

Skills

• Working knowledge of Personal and Small Business Banking Products
• Strong interpersonal skills, including the ability to build rapport and proactively establish personal connections
• Organization skills
• An aptitude for continuous learning, listening, solving problems, and responding flexibly/creatively to new challenges
• Strong collaboration with internal partners and team members
• Strong analytical and problem-solving skills
• High school diploma or equivalent work experience
• Contact Center & Banking Experience

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans

Company Overview