Associate, Corporate Card Services

  • Company:
    BMO Harris Bank
  • Location:
  • Salary:
    negotiable / monthly
  • Job type:
    Full-Time
  • Posted:
    1 month ago
  • Category:
    Business / Mgmt

Permanent position,37.5h per week Work schedule: the candidates must be fully available and flexible from Monday to Sunday, between 7am and 8pm. Location :129 St. Jacques W., Montreal The Associate, Corporate Card Services is accountable to provide exceptional service to BMO corporate credit card program administrators and/or corporate credit card cardholders by handling incoming inquiries to the Customer Contact Centre via all communication channels including online and telephone. As the main point of contact for card program administrators, this role is accountable to fulfill administration requests in accordance with approved procedures to meet the clients business objectives. The Associate responds to inquiries regarding new and/or enhanced products or solutions. This role will also provide card program administrators with real-time support on using program tools and technologies and act as a liason between the corporate card client and various internal departments for issue resolution. The role is also accountable for pre-screening all requests to issue new corporate credit cards to ensure that they contain complete applicant information and supporting documentation in adherence to Anti-Money Laundering (AML) guidelines. Knowledge and Skills Describe special knowledge, subject matter expertise, accreditation / credentials, professional designations, skills, years of related work experience, human relations skills, type of education or degree needed to be successful on this job. Key Accountabilities 85% Customer Service and Inbound Support Respond to incoming calls to the Customer Contract Centre from BMO corporate card holders and/or card program administrators, in a prompt, professional and efficient manner in accordance to service level agreement. Assist corporate customers and/or their designated administrator, with card set up, reporting hierarchy set up, putting in place proper program documentations and fulfill card request. Process corporate customer requests, including generating service requests in order to complete financial and non-financial transactions, accurately, within specified timeframes and in accordance with Bank policies and procedures. Proactively address and resolve any customer issue or concern during an incoming call, including investigating in BMO systems to understand the underlying root cause and escalate as required to resolve the issue or concern (and escalate complex or unresolved escalated customer situations to the Assistant Manager or Manager as required).Maintain current knowledge of the credit card industry, practises and trends and integrate into customer conversations in a professional manner and drive business results based on giving customers the right solutions. Adhere to all BMO policies and procedures during customer calls in order to minimize risk to the business and provide the customer with appropriate information as per established regulations. Perform any required documentation after the call is completed to ensure an accurate processing of any customer request. Use applicable technology and tools to facilitate an effective conversation with the customers. Input and process credit limit increases once approved by Commercial Account Manager. 15% Operational Effectiveness Identify process improvement opportunities to increase efficiency and effectiveness of team and still maintain an exceptional level of service to the customer. Make recommendations to the Assistant Manager/Manager. Protect BMO assets by adhering to all applicable personal banking, commercial banking, investment and lending regulations, policies and procedures, regulatory requirements, process requirements and established risk guidelines. Maintain the confidentiality of both customer and Bank information to protect the customer and the Bank and to ensure compliance with Bank policies and procedures Follow security and safeguarding procedures in accordance with Bank PandP for the prevention of loss due to fraud, money laundering or defalcation; identify and report suspicious and other reportable transactions or patterns of activity that are suspected to be related to money laundering. Understand regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions, in accordance with Bank policies and procedures; take appropriate action. Understand risks and take appropriate actions as they relate to personal banking products, including all documentation, and any other requirements to maintain operational integrity within BMO Direct Banking and BMO Financial Group. Permanent position,37.5h per week Work schedule: the candidates must be fully available and flexible from Monday to Sunday, between 7am and 8pm. Location :129 St. Jacques W., Montreal The Associate, Corporate Card Services is accountable to provide exceptional service to BMO corporate credit card program administrators and/or corporate credit card cardholders by handling incoming inquiries to the Customer Contact Centre via all communication channels including online and telephone. As the main point of contact for card program administrators, this role is accountable to fulfill administration requests in accordance with approved procedures to meet the clients business objectives. The Associate responds to inquiries regarding new and/or enhanced products or solutions. This role will also provide card program administrators with real-time support on using program tools and technologies and act as a liason between the corporate card client and various internal departments for issue resolution. The role is also accountable for pre-screening all requests to issue new corporate credit cards to ensure that they contain complete applicant information and supporting documentation in adherence to Anti-Money Laundering (AML) guidelines. Knowledge and Skills Describe special knowledge, subject matter expertise, accreditation / credentials, professional designations, skills, years of related work experience, human relations skills, type of education or degree needed to be successful on this job. Key Accountabilities 85% Customer Service and Inbound Support Respond to incoming calls to the Customer Contract Centre from BMO corporate card holders and/or card program administrators, in a prompt, professional and efficient manner in accordance to service level agreement. Assist corporate customers and/or their designated administrator, with card set up, reporting hierarchy set up, putting in place proper program documentations and fulfill card request. Process corporate customer requests, including generating service requests in order to complete financial and non-financial transactions, accurately, within specified timeframes and in accordance with Bank policies and procedures. Proactively address and resolve any customer issue or concern during an incoming call, including investigating in BMO systems to understand the underlying root cause and escalate as required to resolve the issue or concern (and escalate complex or unresolved escalated customer situations to the Assistant Manager or Manager as required).Maintain current knowledge of the credit card industry, practises and trends and integrate into customer conversations in a professional manner and drive business results based on giving customers the right solutions. Adhere to all BMO policies and procedures during customer calls in order to minimize risk to the business and provide the customer with appropriate information as per established regulations. Perform any required documentation after the call is completed to ensure an accurate processing of any customer request. Use applicable technology and tools to facilitate an effective conversation with the customers. Input and process credit limit increases once approved by Commercial Account Manager. 15% Operational Effectiveness Identify process improvement opportunities to increase efficiency and effectiveness of team and still maintain an exceptional level of service to the customer. Make recommendations to the Assistant Manager/Manager. Protect BMO assets by adhering to all applicable personal banking, commercial banking, investment and lending regulations, policies and procedures, regulatory requirements, process requirements and established risk guidelines. Maintain the confidentiality of both customer and Bank information to protect the customer and the Bank and to ensure compliance with Bank policies and procedures Follow security and safeguarding procedures in accordance with Bank PandP for the prevention of loss due to fraud, money laundering or defalcation; identify and report suspicious and other reportable transactions or patterns of activity that are suspected to be related to money laundering. Understand regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions, in accordance with Bank policies and procedures; take appropriate action. Understand risks and take appropriate actions as they relate to personal banking products, including all documentation, and any other requirements to maintain operational integrity within BMO Direct Banking and BMO Financial Group. Knowledge: Completed high school education, or equivalent work experience Knowledge of all operational processes and policies Knowledge of corporate credit cards products and Services Knowledge of competitive market place and trends in product offerings Knowledge and understanding of sales and service technologies Good knowledge of call centre technology, processes and metrics Skills: Communication skills (verbal and written) (In-depth) – French & English Proven conflict resolution skills (Working) Organizational awareness (Basic) Some success working in a similar and/or related sales and service environment (Basic) Some understanding of Risk Management and Compliance (Basic) We’re here to help At BMO we have a shared purpose; we put the customer at the centre of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we’re changing the way people think about a bank. 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, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://bmocareers.com . BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. Knowledge: Completed high school education, or equivalent work experience Knowledge of all operational processes and policies Knowledge of corporate credit cards products and Services Knowledge of competitive market place and trends in product offerings Knowledge and understanding of sales and service technologies Good knowledge of call centre technology, processes and metrics Skills: Communication skills (verbal and written) (In-depth) – French & English Proven conflict resolution skills (Working) Organizational awareness (Basic) Some success working in a similar and/or related sales and service environment (Basic) Some understanding of Risk Management and Compliance (Basic) We’re here to help At BMO we have a shared purpose; we put the customer at the centre of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we’re changing the way people think about a bank. 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, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://bmocareers.com . BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. Call CentreCall CentreCanada-Quebec-MontrealCanada-Quebec-MontrealBMO Digital-X005650BMO Digital-X005650full-timefull-time10/25/1810/25/18OngoingOngoing