Specialist Business Banking (Bilingual)

About This Role

This specialist role in Business Banking Services involves helping small businesses achieve their dreams by offering financial solutions and providing exceptional customer service. You will develop strong active listening skills and gain extensive knowledge about business banking, working with internal and external business groups to find the right solutions for customers.

Responsibilities

• Probe to understand customer needs and provide Business Banking sales, service, and advice to existing BMO customers or prospects
• Advise customers on Business Banking strategies and products (including credit cards) that meet their objectives and priorities
• Fulfill sales and service activities for the customer in accordance with approved procedures
• Identify and make referrals to other business groups as needed
• Handle customer inquiries in an informed, professional, and efficient manner
• Escalate complex or unresolved customer situations to the appropriate BMO colleague as required
• Perform any required activities and transactional outcomes after calls to ensure customer's requests are accurately processed
• Refer to other business groups as needed
• Maintain current knowledge of business banking and credit card products and processes and integrate into customer conversations in a professional manner
• Maintain the confidentiality of customer and Bank information and adhere to regulatory and compliance requirements appropriate for the jurisdiction
• Report issues as needed to protect the bank and our customers
• Engage clients in holistic needs-based conversations to develop a complete understanding of Business Banking needs and identify financial solutions to fulfill immediate and future needs

Requirements

• Working knowledge of Personal and Small Business Banking Products
• Strong interpersonal skills, including the ability to build rapport and proactively establish personal connections
• Organization skills
• An aptitude for continuous learning, listening, solving problems, and responding flexibly/creatively to new challenges
• Strong collaboration with internal partners and team members
• Strong analytical and problem-solving skills
• High school diploma or equivalent work experience
• Bilingualism French/English required

Nice to have:

• Contact Center and Banking Experience

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans
• Performance-based incentives
• Discretionary bonuses