Associate, Credit Cards @ BMO U.S. | Jobright.ai
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Associate, Credit Cards jobs in REMOTE/TELETRAVAIL, PE, CAN
71 applicants
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BMO U.S. · 5 hours ago

Associate, Credit Cards

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Insider Connection @BMO U.S.

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Responsibilities

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.
Integrates marketing promotions and programs into customer conversations when appropriate.
Probes to understand customer needs and provides advice related to personal banking and lending strategies in the best interests of the customer.
Escalates complex or unresolved customer situations to managers as required.
Performs any required activities to ensure customer’s requests are accurately processed.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations in a professional manner.
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.
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 standardized tasks under supervision.
Performs initial problem solving within given rules/limits & escalates when required.
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.

Personal banking productsCompetitive marketplaceContact centre processesCall centre technologyCollaboration skills

Required

High school diploma or equivalent work experience.
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.
Basic knowledge learned on the job.
Verbal & written communication skills - Basic (in business environment).
Organization skills - Basic (in business environment).
Collaboration & team skills - Basic (in business environment).

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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