BMO U.S. · 7 hours ago
Associate, Digital Banking
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Banking
H1B Sponsor Likely
Insider Connection @BMO U.S.
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Responsibilities
Manage 50+ outbound calls daily to customers by providing services and promoting BMO products that meet their everyday banking needs.
Fulfills sales and service activities for the customer in accordance with approved procedures.
Probes to understand customer needs and advises them through their unique banking needs.
Have meaningful conversations with customers to understand their needs and offer the right products/services.
Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.
Provides professional quality sales and service for customer and prospect issues and requests.
Performs any required documentation after completed customer interactions to ensure customer’s requests are accurately processed.
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, 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.
Qualification
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Required
2-3 years sales/customer service experience
A passion for helping people
Strong ability to navigate multiple systems while speaking with customers
Must be self-motivated and goal oriented
Ability to critically think on your feet, multi-task and thrive in a fast-paced environment
A positive, enthusiastic attitude with strong people skills
Attention to detail
Ability to work independently
Time management
Fluency in English (oral and written)
Willingness to learn and adapt to changing technologies
Preferred
Virtual Connect experience
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO U.S.
At BMO, banking is our personal commitment to helping people at every stage of their financial lives.
H1B Sponsorship
BMO U.S. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (42)
2022 (28)
2021 (14)
2020 (20)
Funding
Current Stage
Late StageLeadership Team
Recent News
Seeking Alpha
2024-12-09
2023-08-05
BizTimes - Milwaukee Business News
2023-07-28
Company data provided by crunchbase