[Hiring] Specialist, Business Banking Services @BMO

Role Description

Do you have a passion for helping others? Join our exciting team of Business Banking Experts! Bring your passion and commitment for helping small businesses achieve their dreams through offering financial solutions and providing exceptional customer service. Be a key member of our collaborative and versatile team, act as a role model for colleagues and support leadership activities. Join us and help grow the business and your career!

As a Specialist, Business Banking Services you will develop strong active listening skills and learn a wealth of knowledge about business banking. You will work with a network of internal & external business groups to find the right solutions for our customers.

Qualifications

• Working knowledge of Personal and Small Business Banking Products.
• Strong interpersonal skills, including the ability to build rapport and proactively establish personal connections.
• Contact Center & Banking Experience (Preferred)
• 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.

Requirements

• You will probe to understand customer needs and provide Business Banking sales, service and advice to existing BMO customers or prospects.
• You will 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.
• You will 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.
• 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.
• These solutions include commercial deposit accounts, cash management solutions (Online Banking For Business, Electronic Funds Transfers, & Wires), Small Business Lending & Small Business Credit Cards, Merchant Service Solutions (Moneris), Payroll Solutions (ADP) & more.

Benefits

• Salary: $36,600.00 - $67,500.00
• Pay Type: Salaried
• BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.
• BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.