Bilingual small business credit card - Montreal
1 month ago
Job summary
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 (including credit cards) that meet their objectives Fulfills sales and service activities for the customer in accordance with approved procedures Identifies referrals to other business groups as needed Handles customer inquiries in an informed efficient manner Probes understand customer needs provide advice related small business banking credit card strategies meet their objectives Escalates complex unresolved situations senior managers required Performs documentation ensure accurately processed Maintains current knowledge personal banking industries practices trends integrates into conversations professionally Integrates marketing promotions conversations appropriate Maintains confidentiality Bank information Identifies reports suspicious patterns activity suspected money laundering Adheres regulatory compliance requirements Anti Money Laundering Terrorist Financing reporting requirements Financial Consumer Agency Canada FCAC consumer provision Privacy Act provisions Completes tasks given rules limits handling escalations employees Analyzes issues determines next steps Broader accountabilities assigned neededJob description
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