Senior associate-ic corporate cards
BMO Financial Group • toronto, Canada
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...