Everyday Banking or Card Services Associate,

2 weeks ago


Montréal, Canada BMO Financial Group Full time

VIRTUAL61 - REMOTE/TELETRAVAIL - QC - BMO XXXXX Quebec,X0X 0X0

Understands customer needs and provides credit and lending-related sales and service to BMO customers or prospects. Advises customers on lending/credit strategies and products 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.
- Integrates marketing promotions and programs into customer conversations when appropriate.
- Probes to understand customer needs and provides advice related to personal banking and lending strategies in the best interests of the customer.
- Escalates complex or unresolved customer situations to managers as required.
- Performs any required activities to ensure customer’s requests are accurately processed.
- Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations in a professional manner.
- Collaborates with internal and external stakeholders in order to deliver on business objectives.
- Manages all transactional outcomes of customer calls or refers to appropriate internal business groups.
- 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 standardized tasks under supervision.
- Performs initial problem solving within given rules/limits & escalates when required.
- Broader work or accountabilities may be assigned as needed.

**Qualifications**:

- High school diploma or equivalent work experience.
- Knowledge of personal banking products.
- Knowledge of competitive marketplace and trends in product offerings.
- Knowledge of contact centre operational processes and policies.
- Knowledge of call centre technology, processes and metrics.
- Basic knowledge learned on the job.
- Verbal & written communication skills - Basic (in business environment).
- Organization skills - Basic (in business environment).Collaboration & team skills - Basic (in business environment).

You’re fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.

**Salary**:
$33,850.00 - $44,000.00

**Pay Type**:
Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

**About Us**

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.



  • Montréal, Canada BMO Financial Group Full time

    105-119-129 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...


  • Montréal, Canada BMO Financial Group Full time

    105-119-129 rue St-Jacques O MONTREAL Quebec,H2Y 1L6 Full time: 37.5 hours per week. **Location**: Remote/WFH and/or 129 St. Jacques W., Montreal. **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...


  • Montréal, QC, Canada BMO Financial Group Full time

    105-119-129 rue St-Jacques O Montreal Quebec,H2Y 1L6 Full time: 37.5 hours 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...


  • Montréal, QC, Canada BMO Financial Group Full time

    VIRTUAL61 - REMOTE/TELETRAVAIL - QC - BMO XXXXX Quebec,X0X 0X0 Understands customer needs and provides credit and lending-related sales and service to BMO customers or prospects. Advises customers on lending/credit strategies and products that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved...


  • Montréal, Canada BMO Financial Group Full time

    6951 chemin Cote St-Luc Cote-Saint-Luc Quebec,H4V 1J2 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...


  • Montréal, Canada BMO Financial Group Full time

    119 rue St-Jacques ouest Montreal Quebec,H2Y 1L6 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...


  • Montréal, Canada BMO Financial Group Full time

    520 rue Jean Talon Montreal Quebec,H3N 1R5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...


  • Montréal, Canada BMO Financial Group Full time

    6521-6525, boulevard Decarie Montreal Quebec,H3W 3E3 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...


  • Montréal, Canada BMO Financial Group Full time

    2005-2015, rue Peel Montreal Quebec,H3A 1T7 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...


  • Montréal, Canada BMO Financial Group Full time

    119 rue St-Jacques ouest Montreal Quebec,H2Y 1L6 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...