Associate, Corporate Card Services

2 weeks ago

Montreal, Quebec, Canada BMO Financial Group Full time
rue St-Jacques O Montreal Quebec,H2Y 1L6

Permanent position, 37.5h per week

Location:
Remote/WFH and/or 129 St. Jacques W., Montreal.


The Associate, Corporate Card Services is accountable to provide exceptional service to BMO corporate credit card program administrators and/or corporate credit card cardholders by handling incoming inquiries to the Customer Contact Centre via all communication channels including electronic/online and telephone.

As the main point of contact for card program administrators, this role is accountable to fulfill administration requests in accordance with approved procedures to meet the clients' business objectives.

The Associate responds to inquiries regarding new and/or enhanced products or solutions.

This role will also provide card program administrators with real-time support on using program tools and technologies and act as a liason between the corporate card client and various internal departments for issue resolution.

The role is also accountable for pre-screening all requests to issue new corporate credit cards to ensure that they contain complete applicant information and supporting documentation in adherence to Anti-Money Laundering (AML) guidelines.


ACCOUNTABILITIES:

85% Customer Service and Inbound Support

  • Respond to incoming calls to the Customer Contract Centre from BMO corporate card holders and/or card program administrators, in a prompt, professional and efficient manner in accordance to service level agreement.
  • Assist corporate customers and/or their designated administrator, with card set up, reporting hierarchy set up, putting in place proper program documentations and fulfill card request.
  • Process corporate customer requests, including generating service requests in order to complete financial and nonfinancial transactions, accurately, within specified timeframes and in accordance with Bank policies and procedures.
  • Proactively address and resolve any customer issue or concern during an incoming call, including investigating in BMO systems to understand the underlying root cause and escalate as required to resolve the issue or concern. Escalate complex or unresolved customer situations to the proper channel and ensure suitable follow up. Maintain current knowledge of the credit card industry, practices and trends and integrate into customer conversations in a professional manner and drive business results based on giving customers the right solutions.
  • Adhere to all BMO policies and procedures during customer calls in order to minimize risk to the business and provide the customer with appropriate information as per established regulations. Perform any required documentation after the call is completed to ensure an accurate processing of any customer request.
  • Use applicable technology and tools to facilitate an effective conversation with the customers.
  • Assist clients in troubleshooting and resolving issues during deployment an ongoing use of products and services such as Spend Dynamics.

15% Operational Effectiveness

  • Identify and escalate process improvement opportunities to increase efficiency and effectiveness of team and still maintain an exceptional level of service to the customer.
  • Protect BMO assets by adhering to all applicable personal banking, commercial banking, investment and lending regulations, policies and procedures, regulatory requirements, process requirements and established risk guidelines.
  • Maintain the confidentiality of both customer and Bank information to protect the customer and the Bank and to ensure compliance with Bank policies and procedures.
  • Follow security and safeguarding procedures in accordance with Bank Policy and Procedure for the prevention of loss due to fraud, money laundering or defalcation; identify and report suspicious and other reportable transactions or patterns of activity that are suspected to be related to money laundering.
  • Understand regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions, in accordance with Bank policies and procedures; take appropriate action.
  • Understand risks and take appropriate actions as they relate to corporate products, including all documentation, and any other requirements to maintain operational integrity within BMO Financial Group.

Knowledge and
Skills:

  • Completed high school education or equivalent work experience.
  • Communication skills (verbal and written) (Indepth)
  • Demonstrate conflict resolution skills (Working)
  • Organizational awareness (Basic)
  • Some success working in a similar and/or related sales and service environment (Basic)
  • Some understanding of Risk Management and Compliance (Basic)
  • Fully Bilingual French/English
  • Computer proficiency (Working

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