BMO · 4 weeks ago
Specialist, Business Banking Services (Remote)
United States
Full-time
Remote
New Grad, Entry LevelBMO is a financial institution committed to helping small businesses achieve their dreams through exceptional customer service. As a Specialist in Business Banking Services, you will engage with customers to provide financial solutions and support their banking needs while maintaining compliance with regulatory requirements.
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 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
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
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
Required
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
Preferred
Contact Center & Banking Experience
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO
We’re a bank, but there’s more to it than that. When you join BMO, it opens a world of opportunities.
Founded in 1817
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$7.54B2025-10-23Post Ipo Debt· $142.91M
2025-02-26Post Ipo Debt· $871.76M
2024-07-09Post Ipo Debt· $750M
Leadership Team
David Casper
U.S. Chief Executive Officer
Azam Dawood
Head Of Sourcing
Recent News
MarketScreener
2026-01-06
2025-12-24
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