[Remote] Specialist, Business Banking Services (Remote)

Note: The job is a remote job and is open to candidates in USA. BMO is a financial group committed to creating lasting positive change for customers and communities. As a Specialist in Business Banking Services, you will provide exceptional customer service and financial solutions to small businesses, helping them achieve their goals through effective banking strategies.ResponsibilitiesProbe to understand customer needs and provide Business Banking sales, service and advice to existing BMO customers or prospectsAdvise customers on Business Banking strategies and products (including credit cards) that meet their objectives and prioritiesFulfill sales and service activities for the customer in accordance with approved proceduresIdentify and makes referrals to other business groups as neededHandle customer inquiries in an informed, professional, and efficient mannerEscalate complex or unresolved customer situations to the appropriate BMO colleague as requiredPerform any required activities & transactional outcomes after calls to ensure customer’s requests are accurately processedRefer to other business groups as neededMaintain current knowledge of business banking and credit card products & processes and integrate into customer conversations in a professional mannerMaintain the confidentiality of customer and Bank information and adhere to regulatory and compliance requirements appropriate for the jurisdictionReport issues as needed to protect the bank, and our customersEngage 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 needsSkillsWorking knowledge of Personal and Small Business Banking ProductsStrong interpersonal skills, including the ability to build rapport and proactively establish personal connectionsOrganization skillsAn aptitude for continuous learning, listening, solving problems, and responding flexibly/creatively to new challengesStrong collaboration with internal partners and team membersStrong analytical and problem-solving skillsHigh school diploma or equivalent work experienceContact Center & Banking ExperienceBenefitsHealth 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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