About the role

BMO business banking specialist supporting bilingual Canadian small-business customers with sales, service, advice, and tailored financial solutions. Remote role serving French- and English-speaking clients.

Responsibilities

Help small businesses achieve their dreams by offering financial solutions and providing exceptional customer service
Act as a key member of a collaborative and versatile team and support leadership activities
Develop strong active listening skills and business banking knowledge
Work with internal and external business groups to find the right solutions for customers
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
Fulfill sales and service activities in accordance with approved procedures
Identify and make 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
Perform required activities and transactional outcomes after calls to accurately process customer requests
Maintain current knowledge of business banking and credit card products and processes
Maintain confidentiality of customer and Bank information and adhere to regulatory and compliance requirements
Engage clients in holistic needs-based conversations to understand Business Banking needs and identify financial solutions, including commercial deposit accounts, cash management solutions, small business lending, small business credit cards, merchant service solutions, and payroll solutions

Working knowledge of Personal and Small Business Banking Products
Strong interpersonal skills, including the ability to build rapport and proactively establish personal connections
Contact Center & Banking Experience (Preferred)
Organization skills
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
Fluent in both French and English
Proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec

Performance-based incentives
Discretionary bonuses
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
In-depth training and coaching
Manager support
Network-building opportunities
Tools and resources to reach new milestones
Accommodations available on request for candidates taking part in all aspects of the selection process