[Remote] Remote Specialist Small Business Credit Card

Note: The job is a remote job and is open to candidates in USA. BMO is a financial services company dedicated to creating positive change for customers and communities. They are seeking a Remote Specialist for Small Business Credit Card who will provide sales and service to small business customers, advising them on banking strategies and products while managing customer inquiries and transactions.ResponsibilitiesUnderstands customer needs and provides small business banking sales and service to BMO customers or prospectsAdvises customers on small business banking strategies and products (including credit cards) that meet their objectivesFulfills sales and service activities for the customer in accordance with approved proceduresIdentifies and makes referrals to other business groups as neededHandles customer inquiries in an informed, professional, and efficient mannerProbes to understand customer needs and provide advice related to small business banking and credit card strategies that meet their objectivesManages all transactional outcomes of customer calls or defers to appropriate internal business groupsEscalates complex or unresolved customer situations to senior managers as requiredPerforms any required documentation to ensure customer’s requests are accurately processedMaintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations in a professional mannerIntegrates marketing promotions and programs into customer conversations where appropriateMaintains the confidentiality of customer and Bank informationIdentifies and reports suspicious patterns of activity that are suspected to be related to money launderingAdheres 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 provisionsCompletes complex & diverse tasks within given rules/limits and may include handling escalations from other employeesAnalyzes issues and determines next stepsBroader work or accountabilities may be assigned as neededTake measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulationsSkillsCompleted high school education, or equivalent work experienceKnowledge of small business and credit card productsTerm Investment Qualified (as required)Specialized knowledgeVerbal & written communication skills - GoodOrganization skills - GoodCollaboration & team skills - GoodAnalytical and problem solving skills - GoodBenefitsHealth insuranceTuition reimbursementAccident and life insuranceRetirement savings plansCompany OverviewWe’re a bank, but there’s more to it than that. ​ When you join BMO, it opens a world of opportunities. It was founded in 1817, and is headquartered in Toronto, Ontario, CAN, with a workforce of 10001+ employees. Its website is http://www.bmo.com.



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