Senior Associate, Business Servicing

Application Deadline:

08/30/2025

Address:

VIRTUAL13 - HomeRes - IL

Job Family Group:

Retail Banking Sales & Service

Target Start Date: October 1, 2025

Location: 100% Remote

Work Schedule (All hours are in Central Time Zone): M-F 9am-6 pm CST; Required days off Tues or Thurs; Rotating Weekends (8-5 pm CST)/Sundays Closed  

Training Schedule: To be considered for the role, you must be able to attend up to 4 months of mandatory training. The training schedule is Monday - Friday, 8 am to 5 pm CST.

Understands customer needs and provides small business banking sales and service to BMO customers or prospects. Advises customers on small business banking strategies and products 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 inbound calls daily in a high-volume, fast-paced call center environment.
• 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 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:

• Completed high school education, or equivalent work experience.
• Minimum Banking experience 1.5years+
• Call center experience is an asset
• Knowledge of small business and credit card products.
• Term Investment Qualified (as required).
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Salary:

$41,714.00 - $69,000.00

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,