Remote associate, corporate card services, (bilingual, english & french required)

BMO Financial Group; Montreal; Remote; CAD 34,000 - 52,000; Full time

Job summary

A leading financial services firm in Montreal seeks a Corporate Card Sales Specialist to provide expert advice on corporate card products. This role involves engaging with customers to understand their needs and manage inquiries effectively. Ideal candidates should have 1-2 years of experience and strong communication skills. The position offers a competitive salary range of $34,750 - $51,800 along with comprehensive benefits.

Benefits

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Qualifications

• 1-2 years of relevant experience is typically required.
• Knowledge of BMO credit card products is advantageous.
• Understanding of competitive marketplace and trends.

Responsibilities

• Identify opportunities for qualified referrals within the CCC.
• Advise customers on corporate card strategies.
• Handle customer inquiries professionally and efficiently.
• Manage transactional outcomes of customer calls.
• Escalate complex customer situations as needed.

Skills

Verbal & written communication skills

Organization skills

Collaboration & team skills

Analytical and problem solving skills

Education

Post-secondary degree in related field of study

Job description

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.

Responsibilities include:

• 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.
• 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.

Qualifications:

• Typically between 1 - 2 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.
• Basic specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

We offer a competitive salary range of $34,750.00 - $51,800.00 and a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

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.