Be an early applicantLess than 25 applicants

Company

BMO U.S. · 4 hours ago

Associate, Digital Banking

Colorado, United States

Full-time

Remote

Entry Level

$42K/yr - $64K/yr

2+ years exp

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Banking

H1B Sponsor Likely

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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

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 experienceCustomer service experienceVirtual Connect experienceFluency in EnglishAdaptability to changing technologiesGoal oriented

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.

Glassdoor

3.6

At BMO, banking is our personal commitment to helping people at every stage of their financial lives.

Founded in 1882

Chicago, Illinois, USA

5001-10000 employees

http://www.bmoharris.com/us

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)