Specialist, Business Banking Services - Remote

Overview

The Specialist, Business Banking Services role focuses on understanding customer needs and providing tailored business banking solutions to enhance customer satisfaction and drive sales.

In Short

• Understand and fulfill business banking sales and service needs for customers.
• Advise on business banking strategies and products, including credit cards.
• Handle customer inquiries professionally and efficiently.
• Identify and refer customers to other business groups as necessary.
• Maintain knowledge of business banking and credit card industries.
• Ensure compliance with regulatory requirements.
• Provide subject matter expertise on products.
• Manage complex customer situations and escalations.
• Complete tasks within given rules and limits.
• Collaborate with team members to enhance service delivery.

Requirements

• 2-3 years of relevant experience in business banking.
• Post-secondary degree or equivalent experience preferred.
• Working knowledge of Customer Connect.
• Good verbal and written communication skills.
• Strong analytical and problem-solving skills.
• Good organizational and collaboration skills.
• Knowledge of BMO credit card products.
• Term Investment Qualified as required.

Benefits

• Health insurance.
• Tuition reimbursement.
• Accident and life insurance.
• Retirement savings plans.
• Performance-based incentives and discretionary bonuses.
• Opportunities for professional growth and development.
• Supportive work environment focused on inclusion and equity.
• Access to tools and resources for skill enhancement.