Senior Associate Small Business Banking

BMO Financial Group • Wisconsin, Wisconsin • 19h ago

Target Start Date: October 1, 2025

Location: 100% Remote

Work Schedule (All hours are in Central Time Zone): M-F 10am-7pm CST; Required Days off Tues or Thurs; Rotating Saturday 8am-5pm CST

Training Schedule: To be considered for the role, you must be able to attend up to 4 months of mandatory training. The training schedule is Monday - Friday, 8 am to 5 pm CST.

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 and makes referrals to other business groups as needed.

Handles inbound calls daily in a high-volume, fast-paced call center environment.

Probes to understand customer needs and provide advice related to small business 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 senior managers as required.

Performs any required documentation to ensure customer's requests are accurately processed.

Maintains current knowledge of personal banking and small business 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 and may include handling escalations from other employees.

Analyzes issues and determines next steps.

Broader work or accountabilities may be assigned as needed. Qualifications:

Completed high school education, or equivalent work experience.

Minimum Banking experience 1.5years+ Call center experience is asset

Knowledge of small business products.

Specialized knowledge.

Verbal & written communication skills - Good.

Organization skills - Good.

Collaboration & team skills - Good.

Analytical and problem solving skills - Good.

Salary:

$41,714.00 - $69,000.00

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. 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://jobs.bmo.com/us/en

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereo@types, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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