Associate, Digital Banking

Application Deadline:

12/26/2024

Address:

VIRTUAL(R)13 - HomeRes - IL

Job Family Group:

Retail Banking Sales & Service

Target Start Date: Feb 19, 2025

Available Shift: Monday - Saturday, 10 am to 7 pm CST, 11 am - 8 pm Central Time (rotating Saturdays, work every 3rd Saturday); RDO TBD

Training: 3-5 weeks of training, Monday - Friday, 8 am to 5 pm Central Time (must be able to attend the full length of training)

Understands customer needs and provides sales and service to BMO customers or prospects. Advises customers on products that meet their objectives. Fulfills sales activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed.

• Manage 50+ outbound calls daily to customers by providing services and promoting BMO products that meet their everyday banking needs.
• Fulfills sales and service activities for the customer in accordance with approved procedures.
• Probes to understand customer needs and advises them through their unique banking needs.
• Have meaningful conversations with customers to understand their needs and offer the right products/services.
• Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.
• Provides professional quality sales and service for customer and prospect issues and requests.
• Performs any required documentation after completed customer interactions to ensure customer’s requests are accurately processed.
• 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, 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:

• 2-3 years sales/customer service experience
• Virtual Connect experience is preferred
• A passion for helping people
• Strong ability to navigate multiple systems while speaking with customers
• Must be self-motivated and goal oriented
• Ability to critically think on your feet, multi-task and thrive in a fast-paced environment 
• A positive, enthusiastic attitude with strong people skills 
• Attention to detail
• Ability to work independently
• Time management
• Fluency in English (oral and written) 
• Willingness to learn and adapt to changing technologies

Salary:

$41,715.00 - $63,700.00

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.