Associate, Corporate Card Services-4

Corporate Card Sales And Service Representative

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 include :

• 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.

Qualifications :

Poste permanent de 37,5 h par semaine

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

Emplacement : Travail distance ou au 129 rue Saint-Jacques Ouest, Montral.

Salary : $34,750.00 - $51,800.00

Pay Type : Salaried