[Hiring] Bilingual Associate - Corporate Cards @BMO

Role Description

Provides corporate cards sales and service to BMO customers or prospects. Advises customers on corporate card strategies and products (including credit cards) that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed.

• Identifies opportunities to make qualified referrals to other groups within the CCC.
• Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.
• May provide training and coaching to junior associates as needed.
• Handles customer inquiries in an informed, professional, and efficient manner.
• Probes to understand customer needs and provide advice related to personal banking and credit card strategies that meet their objectives.
• Manages all transactional outcomes of customer calls or defers to appropriate internal business groups.
• Escalates complex or unresolved customer situations to the CCAM/CCM as required.
• Performs any required documentation after completed calls to ensure customer’s requests are accurately processed.
• Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations in a professional manner.
• Integrates marketing promotions and programs into customer conversations where appropriate.
• Maintains the confidentiality of customer and Bank information.
• Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
• Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions.
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Analyzes issues and determines next steps.
• Broader work or accountabilities may be assigned as needed.

Qualifications

• Typically between 2 – 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Knowledge of BMO credit card products.
• Knowledge of competitive marketplace and trends in product offerings.
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.
• You’re fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.

Requirements

• Availability Monday to Sunday 7AM-11PM EST.

Benefits

• Health insurance.
• Tuition reimbursement.
• Accident and life insurance.
• Retirement savings plans.
• Performance-based incentives.
• Discretionary bonuses.
• Other perks and rewards.