[Remote] Specialist, Business Banking Services (Remote)
Note: The job is a remote job and is open to candidates in USA. BMO is a financial group committed to creating lasting positive change for customers and communities. As a Specialist in Business Banking Services, you will provide exceptional customer service and financial solutions to small businesses, helping them achieve their goals through effective banking strategies.
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 makes 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
- Refer to other business groups as needed
- 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
- Report issues as needed to protect the bank, and our customers
- 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
- We’re a bank, but there’s more to it than that. When you join BMO, it opens a world of opportunities. It was founded in 1817, and is headquartered in Toronto, Ontario, CAN, with a workforce of 10001+ employees. Its website is http://www.bmo.com.
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