Senior associate-ic corporate cards

BMO Financial Group • toronto, Canada

Location toronto, on
Job Type Full-time
Posted May 30, 2026

Role Description

Responsabilités

  • 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.
  • May provide training and coaching to junior associates as needed.
  • 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 car...

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