Specialist Business Banking (Bilingual)

BMO

9d•$38,500 - $71,000•Remote

About The Position

Join our exciting team of Business Banking Experts! Bring your passion and commitment for helping small businesses achieve their dreams through offering financial solutions and providing exceptional customer service. Be a key member of our collaborative and versatile team, act as a role model for colleagues and support leadership activities. Join us and help grow the business and your career! As a Specialist, Business Banking Services you will develop strong active listening skills and learn a wealth of knowledge about business banking. You will work with a network of internal & external business groups to find the right solutions for our customers. At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good. We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.

Requirements

Proficiency in a language other than French to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec.
Working knowledge of Personal and Small Business Banking Products.
Strong interpersonal skills, including the ability to build rapport and proactively establish personal connections.
Organization skills.
An aptitude for continuous learning, listening, solving problems, and responding flexibly/creatively to new challenges.
Strong collaboration with internal partners and team members.
Strong analytical and problem-solving skills.
High school diploma or equivalent work experience.
Bilingualism French/English Required.
Fluency in both French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.

Nice To Haves

Contact Center & Banking Experience

Responsibilities

Probe to understand customer needs and provide Business Banking sales, service and advice to existing BMO customers or prospects.
Advise customers on Business Banking strategies and products (including credit cards) that meet their objectives and priorities.
Fulfill sales and service activities for the customer in accordance with approved procedures.
Identify and makes referrals to other business groups as needed.
Handle customer inquiries in an informed, professional, and efficient manner.
Escalate complex or unresolved customer situations to the appropriate BMO colleague as required.
Perform any required activities & transactional outcomes after calls to ensure customer’s requests are accurately processed.
Refer to other business groups as needed.
Maintain current knowledge of business banking and credit card products & processes and integrate into customer conversations in a professional manner.
Maintain the confidentiality of customer and Bank information and Adhere to regulatory and compliance requirements appropriate for the jurisdiction.
Report issues as needed to protect the bank, and our customers.
Engage 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 needs. These solutions include commercial deposit accounts, cash management solutions (Online Banking For Business, Electronic Funds Transfers, & Wires), Small Business Lending & Small Business Credit Cards, Merchant Service Solutions (Moneris), Payroll Solutions (ADP) & more.