Associate, Credit Cards @ BMO U.S. | Jobright.ai
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Associate, Credit Cards jobs in Arizona, United States
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BMO U.S. · 6 hours ago

Associate, Credit Cards

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Insider Connection @BMO U.S.

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Responsibilities

Handles an average of 75-100 inbound calls daily in a high-volume, fast-paced call center environment
Integrates marketing promotions and programs into customer conversations when appropriate.
Delivers exceptional customer service that builds trust through expertise, providing responsive service and support.
Understands customer needs and provides credit and lending-related sales and service to BMO customers or prospects.
Advises customers on lending/credit strategies and products 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.
Probes to understand customer needs and provides advice related to personal banking and lending strategies in the best interests of the customer.
Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.
Escalates complex or unresolved customer situations to managers as required.
Performs any required activities to ensure customer’s requests are accurately processed.
Collaborates with internal and external stakeholders in order to deliver on business objectives.
Manages all transactional outcomes of customer calls or refers to appropriate internal business groups.
Maintains the confidentiality of customer and Bank information.
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
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

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Sales experienceCall center experiencePersonal banking productsContact center processesCall center technologyCompetitive marketplace knowledgeCollaboration skills

Required

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 (sales, customer service, call center, or financial institution experience an asset).
A knack for being tech savvy with above average computer skills.
Knowledge of personal banking products.
Knowledge of competitive marketplace and trends in product offerings.
Knowledge of contact centre operational processes and policies.
Knowledge of call centre technology, processes and metrics.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.

Benefits

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans

Company

BMO U.S.

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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 Stage

Leadership Team

A
Abhishek Vaidya
Director - Customer Optimization & Partner Management
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Michael Miranda
National Head of Investments
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Company data provided by crunchbase
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