Benefits
- Life insurance
- Tuition reimbursement
- Work from home
Work Schedule
Candidates must be available and flexible to work from Monday to Sunday, from 8 am-9 pm
Understands customer needs and provides small business banking sales and services 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 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
Education
- High school diploma or GED
Job details
Here’s how the job details align wit
Qualifications
Completed high school education, or equivalent work experience.
Knowledge of small business and credit card products.
Term Investment Qualified (as required).
Verbal & written communication skills – Good.
Compensation and Benefits
$37,500.00 – $69,500.00
Pay Type: Salaried
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.
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