See more Collapse

Remote Small Business Credit Card Specialist

2 months ago


Mississauga, Canada BMO Financial Group Full time

2465 Argentia Rd Mississauga Ontario,L5N 0B4

**Permanent position**: Full-time, 37.5hrs per week

**Location**:2465 Argentia Road, Mississauga, ON

Understands customer needs and provides small business banking sales and service to BMO customers or prospects. Advises customers on small business banking strategies and products (including credit cards) that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed.
- Handles customer inquiries in an informed, professional, and efficient manner.
- Probes to understand customer needs and provide advice related to small business banking and credit card strategies that meet their objectives.
- Manages all transactional outcomes of customer calls or defers to appropriate internal business groups.
- Escalates complex or unresolved customer situations to senior managers as required.
- Performs any required documentation to ensure customer’s requests are accurately processed.
- Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations in a professional manner.
- Integrates marketing promotions and programs into customer conversations where appropriate.
- Maintains the confidentiality of customer and Bank information.
- Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
- Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions.
- Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
- Analyzes issues and determines next steps.
- Broader work or accountabilities may be assigned as needed.

***Qualifications**:

- Completed high school education, or equivalent work experience.
- Knowledge of small business and credit card products.
- Specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skills - Good.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.

**We’re here to help**

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.


We have other current jobs related to this field that you can find below


  • Mississauga, Canada Scotiabank Full time

    Title: Manager, Small Business Credit RiskRequisition ID: 196732The Manager, Credit Risk Small Business is responsible for exercising sound credit judgement and providing quality underwriting decisions. The incumbent is to adhere to Bank policy and established exception authorities, while balancing production objectives. The Adjudication Centre of...


  • Mississauga, Canada Scotiabank Full time

    Title: Manager, Small Business Credit RiskRequisition ID: 196732The Manager, Credit Risk Small Business is responsible for exercising sound credit judgement and providing quality underwriting decisions. The incumbent is to adhere to Bank policy and established exception authorities, while balancing production objectives. The Adjudication Centre of...


  • Mississauga, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title:  Manager, Small Business Credit Risk Requisition ID: 196732Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Manager, Credit Risk Small Business is responsible for exercising sound...


  • Mississauga, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title:  Manager, Small Business Credit Risk Requisition ID: 196732Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Manager, Credit Risk Small Business is responsible for exercising sound...


  • Mississauga, Canada Scotiabank Full time

    Requisition ID: 196732Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Manager, Credit Risk Small Business is responsible for exercising sound credit judgement and providing quality underwriting decisions. The incumbent is to adhere to Bank policy and established exception authorities, while balancing...


  • Mississauga, Canada Scotiabank Full time

    Requisition ID: 196732Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Manager, Credit Risk Small Business is responsible for exercising sound credit judgement and providing quality underwriting decisions. The incumbent is to adhere to Bank policy and established exception authorities, while balancing...


  • Mississauga, Canada Scotiabank Full time

    Requisition ID: 196949 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Contributes to the overall success of the Adjudication Centre of Expertise ACE / Global Operations in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business...


  • Mississauga, Canada Scotiabank Full time

       Requisition ID: 196732Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.  The Manager, Credit Risk Small Business is responsible for exercising sound credit judgement and providing quality underwriting decisions. The incumbent is to adhere to Bank policy and established exception authorities, while...


  • Mississauga, Canada Scotiabank Full time

    Requisition ID: 196732 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Manager, Credit Risk Small Business is responsible for exercising sound credit judgement and providing quality underwriting decisions. The incumbent is to adhere to Bank policy and established exception authorities,...


  • Mississauga, Canada Scotiabank Full time

    Requisition ID: 196732 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Is this role right for you? In this role you will**: - Effectively analyze credit submissions, financial disclosures and pertinent documentation, within risk tolerances - Adjudicating within established limits and exception...


  • Mississauga, Canada Scotiabank Full time

    Is this role right for you? In this role you will: Effectively analyze credit submissions, financial disclosures and pertinent documentation, within risk tolerances Applying advanced credit judgement, usage of the applicable five C’s of credit, and ensuring consistent application of policies and processes are analyzed and documented. Adjudicating...


  • Mississauga, Canada Farm Credit Canada Full time

    Closing Date (MM/DD/YYYY): 02/25/2024 Worker Type: Permanent Language(s) Required: English Term Duration (in months): Salary Range (plus eligible to receive a performance based incentive, applicable to position): $146,701 - $198,479 Proven leader with sales experience needed Lead and manage your team in complex and sophisticated market conditions to...

  • Sales Specialist

    4 weeks ago


    Mississauga, Canada Canadian Imperial Bank of Commerce Full time

    Sales Specialist (Credit Cards) - Toronto Pearson International Airport page is loaded Sales Specialist (Credit Cards) - Toronto Pearson International Airport Apply locations Mississauga, ON time type Part time posted on Posted 3 Days Ago job requisition id 2415015 We’re building a ...

  • Sales Specialist

    4 weeks ago


    Mississauga, Canada Canadian Imperial Bank of Commerce Full time

    Sales Specialist (Credit Cards) - Toronto Pearson International Airport page is loaded Sales Specialist (Credit Cards) - Toronto Pearson International Airport Apply locations Mississauga, ON time type Part time posted on Posted 3 Days Ago job requisition id 2415015 We’re building a ...


  • Mississauga, Canada Nella Cutlery & Food Equipment Inc. Full time

    **Collections and Credit Specialist** **About the Company**: - Nella Cutlery _was established in 1952 as a small family business and has since grown to become a leading organization that caters to the food services industry through the expansive number of services and retail products we provide. From our roots as a family business, we are known today as...


  • Mississauga, Canada Randstad Full time

    Our client is seeking a seasoned Senior Credit Specialist to join their dynamic Accounting Team in a fast-paced environment, reporting directly to the Controller. This role is focused on processing payments, managing customer collections, and assessing creditworthiness to enhance their financial operations. They are based in Mississauga and is are a...


  • Mississauga, Canada Randstad Canada Full time

    Our client is seeking a seasoned Senior Credit Specialist to join their dynamic Accounting Team in a fast-paced environment, reporting directly to the Controller. This role is focused on processing payments, managing customer collections, and assessing creditworthiness to enhance their financial operations. They are based in Mississauga and is are a...


  • Mississauga, Canada Randstad Canada Full time

    Our client is seeking a seasoned Senior Credit Specialist to join their dynamic Accounting Team in a fast-paced environment, reporting directly to the Controller. This role is focused on processing payments, managing customer collections, and assessing creditworthiness to enhance their financial operations. They are based in Mississauga and is are a...


  • Mississauga, Canada SureWerx Full time

    **Reference number** - P-0082 **Date Posted** - June 24th **Location** - Canada, Ontario, Mississauga **Remote** - SureWerx is a leading manufacturer of innovative safety, tool and equipment products and solutions. Since 1957, we've been trusted to keep all who use our products safe in even the most challenging environments. Today, our growing family of...


  • Mississauga, Canada Ecolab Full time

    Ecolab is seeking a Bilingual Credit/Collections Specialist (remote) to provide service and support to corporate and non-corporate account customers for Ecolab's Shared Service based divisions with regard to past due invoice collection, pricing issues, order review, customer inquiries and other credit-related disputes. What’s in it For You: The...