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Specialist, Business Banking Services

BMO Financial Group

This is a Contract position in Montreal, QC posted November 16, 2021.


129 rue St-Jacques O

Job Family Group:

Commercial Sales & Service

Why you’ll love growing your career here:

Join and engaged, collaborative team of knowledgeable Business Banking experts who play a key role in finding personalized solutions for new and existing clients to meet their business needs. 

As a Specialist, Business Banking Services you will develop strong active listening skills and learn a wealth of knowledge about business banking.  You will work with a network of internal & external business groups to find the right solutions for our customers. 

This role will open the door to future roles such as: Commercial Service Officer or Advisor, a Personal Banking Associate, a Commercial Lending Deal Specialist, CCC Assistant Manager, or a Business consultant.

What you’ll need:

  • Knowledge & relevant experience with Everyday banking products and services
  • Strong written & verbal communication skills
  • Call centre & banking experience, customer service skills (preferred)
  • Organization skills – Good.
  • Reliability/team player
  • Collaboration & team skills – Good.
  • Analytical and problem-solving skills – Good.
  • High school diploma or equivalent work experience.
  • Bilingual Required.

How you’ll Succeed:

You will probe to understand customer needs and provide Business Banking sales, service and advice to existing BMO customers or prospects.  You will advise customers on Business Banking strategies and products (including credit cards) that meet their objectives and priorities.  Fulfill sales and service activities for the customer in accordance with approved procedures. You will identify and makes referrals to other business groups as needed.

  • Handle customer inquiries in an informed, professional, and efficient manner.
  • Escalate complex or unresolved customer situations to the appropriate BMO colleague as required.
  • Perform any required activities & transactional outcomes after calls to ensure customer’s requests are accurately processed.  Refer to other business groups as needed.
  • Maintain current knowledge of business banking and credit card products & processes and integrate into customer conversations in a professional manner.
  • Maintains the confidentiality of customer and Bank information and Adheres to regulatory and compliance requirements appropriate for the jurisdiction.  Report issues as needed to protect the bank, and our customers.

We’re here to help

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

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. To request accommodation, please contact your recruiter.