Bilingual Inside Sales Specialist

105-119-129 rue St-Jacques O Montreal Quebec,H2Y 1L6

Bilingual: French and English

Permanent position, 37.5h per week

Schedule: Monday to Friday between 8am and 8pm and Saturday 10am and 6pm

**Do you have a passion for helping others?** **Join our exciting new role as a **Treasury & Payment Inside Sales Specialist**. **The team will focus on Core Treasury & Payment Solutions (TPS) to assist customers in managing their Business while conducting digital transactions with the Online Banking for Business (OLBB) platform. You will support exceptional customer experiences by engaging in needs based conversations to promote and acquire users to the OLBB platform with non-relationship managed Small Business customers. You will have the opportunity to support customers through training and service inquiries that may arise. The **Treasury & Payment Inside Sales Specialist** will also interact with select Branches to support the sales process along with delivery of services. Be a key member of our collaborative and versatile team; act as a role model for colleagues and support leadership activities. Join us and help grow the business and your career

**Key Accountabilities and Skills & Knowledge**
- Engage in Treasury & Payment conversations with Small Business Branch Managed clients via Inbound & Outbound calls for Core Treasury & Payment Product, primarily OLBB sales bundled through Smart Packs available in Canada
- Fulfill Core Treasury & Payment Products to support exceptional customer experiences; ensure all transactions/activities are done in accordance with Bank Policies & Procedures and applicable legislative/regulatory and operational requirements
- Answer questions and/or support select Branch colleagues with their Core T&P Product Sales Process along with Fulfillment needs to reinforce the delivery of exceptional client experience to BMO customers
- Resolve training inquiries from Small Business Clients as it relates to the OLBB Platform by providing a walk-thru of system, directing clients to available training material or registering clients to webinars and other solutions available
- Support Small Business Clients with their services as it relates to changes with their product/service or inquiries related to their product/services (i.e. service changes, cancelations etc.)
- Identity & make referrals to a Treasury & Payment Specialist for products not part of the Core offering or a mix of Core & Complex products to help Small Business Clients with their Cash Management needs
- Respond to questions and/or resolve issues raised on assigned cash management customers, through audits and quality checks, to ensure decisions are adequately documented, clearly communicated and followed
- Identify additional customer needs and make appropriate referrals to appropriate CCC and branch colleagues as required to bring the best of BMO to the customer (including making referrals for everyday banking, cards, investments, simple personal lending, home financing and complex retail lending products)
- Take the initiative and find creative approaches to make each customer’s experience feel personal
- Resolve any customer issues to support the ongoing relationship including escalating to appropriate team when appropriate
- Understand the trends & challenges facing small business clients in order to build a strong capability in this customer segment
- Keep current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to upholding the highest ethical requirements of our industry
- Adhere to Know Your Customer Rules and Bank Policies & Procedures for the prevention of loss due to fraud, counterfeiting, 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
- Follow through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run branch
- Understand the risks and take appropriate actions relating to business banking, and identify and refer risk related to commercial banking cash management products, regulations, Bank Policies & Procedures, legal and ethical requirements, process requirements and established guidelines, to maintain operational integrity within the unit
- Document and follow-up on any discrepancies to procedures, with significant operational risk and escalate, as required
- Maintain up-to-date knowledge and understanding of Core TPS products, processes, and relevant legal, regulatory and technology requirements
- Assist manager as needed and support other administrative activities as appropriate

**Work with us to positively impact the lives of our customers and grow your career**

BMO’s vision is to be the bank that defines great customer experience. Our customers are front and centre in everything we do. After all,