[Remote] Specialist, Business Banking Services (Remote)

Note: The job is a remote job and is open to candidates in USA. BMO is a financial group committed to creating lasting positive change for customers and communities. As a Specialist in Business Banking Services, you will provide exceptional customer service and financial solutions to small businesses, helping them achieve their goals through effective banking strategies. 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 makes 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 & 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 & 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 the Business Banking needs and identify financial solutions to fulfill immediate and future needs Skills 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 Contact Center & Banking Experience Benefits Health insurance Tuition reimbursement Accident and life insurance Retirement savings plans Company Overview We’re a bank, but there’s more to it than that. ​ When you join BMO, it opens a world of opportunities. It was founded in 1817, and is headquartered in Toronto, Ontario, CAN, with a workforce of 10001+ employees. Its website is