Specialist, Business Banking Services

BMO Financial Group; Remote; CAD 36,000 - 68,000; Full time

Job summary

A leading financial services provider is seeking a Specialist in Business Banking Services to help small businesses achieve their goals through personalized financial solutions. This role involves providing exceptional customer service, working remotely, and collaborating with a versatile team. Candidates should have knowledge of banking products, strong interpersonal skills, and a high school diploma or equivalent experience. This position offers a salary range of $36,600 to $67,500, with bonuses and perks included.

Benefits

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Qualifications

• Must have strong analytical and problem-solving skills.
• Contact center and banking experience is preferred.
• Ability to build rapport and establish personal connections.

Responsibilities

• Probe to understand customer needs and provide business banking sales and service.
• Advising customers on business banking strategies and products.
• Handle customer inquiries in a professional and efficient manner.

Skills

Working knowledge of Personal and Small Business Banking Products

Strong interpersonal skills

Contact Center & Banking Experience

Organization skills

Analytical and problem-solving skills

Strong collaboration with internal partners

Education

High school diploma or equivalent work experience

Job description

Application Deadline:

01/29/2026

Address:

VIRTUAL(R)59 - REMOTE/TELETRAVAIL - ON - BMO

Job Family Group:

Commercial Sales & Service

Work Schedule:

Assigned schedule will be based on business needs within our hours of operation; Monday to Saturday: 8am - 8pm, Sunday: 10am-6pm

Do you have a passion for helping others? Join our exciting team of Business Banking Experts!

Bring your passion and commitment for helping small businesses achieve their dreams through offering financial solutions and providing exceptional customer service. Be a key member of our collaborative and versatile team, act as a role model for colleagues and support leadership activities. Join us and help grow the business and your career!

As a Specialist, Business Banking Services you will develop strong active listening skills and learn a wealth of knowledge about business banking. You will work with a network of internal & external business groups to find the right solutions for our customers.

What you’ll need:

• Working knowledge of Personal and Small Business Banking Products.
• Strong interpersonal skills, including the ability to build rapport and proactively establish personal connections.
• Contact Center & Banking Experience (Preferred)
• 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.

How you’ll Succeed:

You will probe to understand customer needs and provide Business Banking sales, service and advice to existing BMO customers or prospects. You will 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. You will 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.
• Maintains the confidentiality of customer and Bank information and Adheres 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. These solutions include commercial deposit accounts, cash management solutions (Online Banking For Business, Electronic Funds Transfers, & Wires), Small Business Lending & Small Business Credit Cards, Merchant Service Solutions (Moneris), Payroll Solutions (ADP) & more.

Salary

$36600,00 - $67500,00

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.