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BMO · 2 days ago

Bilingual Specialist, Business Banking Services (Remote)

United States

Full-time

Remote

New Grad, Entry Level

$37K/yr - $68K/yr

BMO is a leading financial group dedicated to creating lasting, positive change for customers, communities, and employees. The Bilingual Specialist in Business Banking Services will support small businesses by providing financial solutions and exceptional customer service, while collaborating with internal and external partners.

BankingCrowdfundingFinanceFinancial Services

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

Qualification

Business Banking ProductsBilingualism French/EnglishContact Center ExperienceAnalytical SkillsInterpersonal SkillsOrganization SkillsProblem-Solving SkillsCollaboration Skills