Bilingual Associate - Corporate Cards (Virtual)

BMO; Quebec; Hybrid; CAD 41,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Canada is seeking a full-time associate to provide corporate cards sales and service to customers and prospects. You will advise on card strategies and ensuring requests are processed according to procedures.

This role supports both French and English clients, with training and ongoing development; work is fully remote with schedules Monday to Sunday 7AM-11PM EST. You will stay updated on card products and comply with AML and privacy rules.

Qualifications

• Typically between 2 – 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Knowledge of BMO credit card products.
• Knowledge of competitive marketplace and trends in product offerings.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Responsibilities

• Provides corporate cards sales and service to BMO customers or prospects in line with approved procedures.
• Advises customers on corporate card strategies and products that meet objectives.
• Fulfills sales and service activities and makes referrals to other groups as needed.
• Stays abreast of consumer needs, industry trends, and regulatory environment related to products.
• Handles inquiries professionally and ensures accurate processing of requests.

Skills

Bilingual French/English

Strong communication

Analytical skills

Organizational skills

Team collaboration

Customer service experience

Education

Post-secondary degree in related field

Job description

Work from home -Fully virtual, including training

Language preferences for role: Strong verbal and written language skills in both French and English

Full time position - Associates are scheduled for 37.5 hours per week. Availability Monday to Sunday 7AM-11PM EST

Provides corporate cards sales and service to BMO customers or prospects. Advises customers on corporate card 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.

• Identifies opportunities to make qualified referrals to other groups within the CCC.
• Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.
• May provide training and coaching to junior associates as needed.
• Handles customer inquiries in an informed, professional, and efficient manner.
• Probes to understand customer needs and provide advice related to personal 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 the CCAM/CCM as required.
• Performs any required documentation after completed calls to ensure customer’s requests are accurately processed.
• Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations in a professional manner.
• Integrates marketing promotions and programs into customer conversations where appropriate.
• 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 complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Analyzes issues and determines next steps.
• Broader work or accountabilities may be assigned as needed.

Qualifications

• Typically between 2 – 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Knowledge of BMO credit card products.
• Knowledge of competitive marketplace and trends in product offerings.
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

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

$40,500.00 - $80,000.00

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. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

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.

To find out more visit us at https://jobs.bmo.com/ca/en

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters

BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.