Remote Associate, Corporate Card Services, (Bilingual, English & French Required)

BMO; Quebec; Hybrid; CAD 34,000 - 52,000; Full time

Job summary

A leading financial services firm is seeking a customer service representative for corporate cards in Quebec. This role requires 1-2 years of experience and knowledge of credit card products. Candidates must be bilingual in French and English, providing professional service and support for customer inquiries. The position offers competitive salary and comprehensive benefits.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Performance-based incentives

Qualifications

• 1-2 years of relevant experience.
• Knowledge of BMO credit card products.
• Bilingual in French and English.

Responsibilities

• Provide corporate card sales and service to customers.
• Manage customer inquiries professionally and efficiently.
• Identify referrals to other business groups.

Skills

Communication skills

Analytical skills

Problem solving skills

Organizational skills

Team collaboration

Education

Post-secondary degree in related field

Job description

Application Deadline

10 / 19 / 2025

Address

VIRTUAL(R)61 - REMOTE / TELETRAVAIL - QC - BMO

Job Family Group

Commercial Sales & Service

Job Overview

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.

Responsibilities

• 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.
• 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.
• Analyzes issues and determines next steps; escalates as required.
• Broader work or accountabilities may be assigned as needed.
• Responds to incoming calls from business card holders or program administrators with speed, professionalism and efficiency, meeting established service levels.
• Provides support to business card holders or program administrators for account setup and hierarchy configuration, appropriate documentation creation and card request processing.
• Processes customer request accurately, including creating service requests for financial, non‑financial transactions, respecting bank policies and established timelines.
• Resolves customer issues proactively using BMO systems to investigate and understand root causes and underlying issues and escalates concerns to senior level when required.
• Transmits complex issues to appropriate service and ensures follow‑up is performed.
• Keeps industry knowledge up to date and shares best practices in customer conversations to improve business outcomes.
• Operates within BMO policies and procedures to minimize risk and provide customers with appropriate regulatory information.
• Fills required documentation after calls to ensure accurate processing of customer requests.
• Uses technology and tools to support efficient customer conversations.
• Helps customers diagnose and resolve problems with Opti‑Spend products and services.
• Detects and transmits operational improvement opportunities to enhance efficiency and profitability.
• Protects bank assets by meeting regulatory, policy, standards and procedures for personal, business, credit and investment banking services.
• Preserves confidentiality of bank and customer information.
• Follows current policies and procedures to prevent fraud, money‑laundering or diversion and to identify and report suspicious transactions or activities.
• Understands regulatory compliance requirements including AML, FIN‑T, FCAC consumer provisions and PIP provisions and takes action as needed.
• Ensures non‑business product or service documentation is complete and meets compliance requirements.

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.
• Diplôme d’études secondaires ou expérience de travail équivalente.
• Compétences en communication, à l'oral comme à l'écrit - compétences approfondies.
• Compétences éprouvées en résolution de conflits - compétences pratiques.
• Connaissance de l'organisation - connaissance de base.
• Expérience concluante dans un environnement similaire ou de vente et de service - expérience de base.
• Connaissance de la gestion du risque et de la conformité - connaissance de base.
• Bilinguisme français‑anglais.
• Compétences en informatique - compétences pratiques.

Schedule

Poste permanent de 37,5 h par semaine

Horaire de travail : le candidat doit être disponible du lundi au dimanche, de 10h a 23h et pouvoir faire preuve de flexibilité.

Location

Travail à distance ou au 129 rue Saint‑Jacques Ouest, Montréal.

Benefits & Salary

• Salary: $34,750.00 - $51,800.00 (Salaried)
• BMO Financial Group offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
• Full compensation package includes performance‑based incentives and discretionary bonuses.
• Employees may also receive commissions; standard commission structure applies.
• Benefit details can be reviewed at https://jobs.bmo.com/global/en/Total‑Rewards.

About BMO

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. We create lasting, positive change for customers, communities and people.

We support growth from day one with training, coaching, manager support and network‑building opportunities.

BMO is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for all stages of the selection process.

EEO Statement

BMO is an equal opportunity employer. We value diversity and inclusion and comply with all employment legislation.

Recruiter Note

Unsolicited resumes sent to BMO from sources other than directly from a candidate will be considered BMO property and no fee will be paid for placement.