BMO U.S.
BMO U.S.
5,001 – 10,000 Employees
ConsultingInsuranceLogistics
BMO U.S. is a U.S.-based diversified financial services company serving individuals, small businesses, and large enterprises. Its offerings span personal and business banking, mortgages, investments, financial planning, insurance, wealth management, commercial lending, and commercial mortgages. The company also supports digital and cross-border banking, alongside asset management and capital markets activities. Its broad operating model creates opportunities across financial services, banking technology, customer support, commercial finance, and related corporate functions.

Bilingual Business Banking Specialist – Canada Remote

Support French- and English-speaking Canadian small-business customers with banking sales, service, advice, and tailored financial solutions. This remote role combines customer relationship management with business banking expertise.

Description

  • Support small businesses by recommending financial solutions and delivering high-quality customer service
  • Contribute to a collaborative, adaptable team and assist with leadership activities
  • Strengthen active listening capabilities and business banking expertise
  • Partner with internal and external business groups to develop suitable customer solutions
  • Assess customer needs and provide business banking sales, service, and advice to existing customers and prospects
  • Guide customers on business banking strategies and products, including credit cards
  • Complete sales and service activities in line with approved procedures
  • Recognize opportunities and refer customers to other business groups when appropriate
  • Resolve customer inquiries accurately, professionally, and efficiently
  • Escalate complex or unresolved issues to the appropriate colleague
  • Complete post-call activities and transactions accurately to process customer requests
  • Keep knowledge of business banking and credit card products and procedures current
  • Protect customer and bank information while meeting regulatory and compliance obligations
  • Hold holistic, needs-based conversations to identify business banking requirements and recommend solutions such as commercial deposit accounts, cash management solutions, small-business lending, credit cards, merchant services, and payroll services

Requirements

  • Knowledge of personal and small-business banking products
  • Strong interpersonal skills with the ability to build rapport and establish proactive customer relationships
  • Contact center and banking experience preferred
  • Strong organizational skills
  • Willingness to learn continuously, listen actively, solve problems, and respond creatively and flexibly to new challenges
  • Ability to collaborate effectively with internal partners and team members
  • Strong analytical and problem-solving abilities
  • High school diploma or equivalent work experience
  • French and English bilingualism required
  • Fluency in both French and English
  • English proficiency to support and serve non-French-speaking customers, employees, and partners inside or outside Quebec

Benefits

  • Performance-based incentives
  • Discretionary bonuses
  • Health insurance
  • Tuition reimbursement
  • Accident and life insurance
  • Retirement savings plans
  • Comprehensive training and coaching
  • Manager support
  • Opportunities to build a professional network
  • Tools and resources to support continued progress
  • Accommodations available upon request for candidates participating in any part of the selection process

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