BMO Info
This is where I can easily find BMO updates and announcements and is termed required reading for all branch team members
What is the Weekly Operations Lightning List?
This account is specifically set aside for medical expenses
What is a BMO Health Savings Account (HSA) by Lively?
When the $10,000 threshold of Cash In or Cash Out is exceeded, whether in a single transaction or in aggregate by Cash In or Cash Out, within one business day, the system automatically prompts the Employee to complete one of these
What is a CTR – Currency Transaction Report?
If the customer stated "I want to earn cash back on everyday purchases" which BMO credit card would be the good fit for them?
What is BMO Cash Back Credit Card?
According to Brilliant at the Basics how fast should an employee acknowledge a client?
Within 30seconds?
This is the header tab on U.S. P&BB Central where I can find quick answers about BMO deposit products
What is the Products & Services tab?
These 3 types of lending are all found under the Products & Services tab on the U.S. P&BB Central page
What are Home Equity Loans & Lines, Mortgage Lending and Personal Loans & Lines?
This is what you must give to a BMO customer if a client asks for BMOs funds availability policy
What is a copy of the BMO Handbook, which contains the “Deposit Account Agreement for Personal and Business Accounts”?
Which BMO credit card offers No Annual Fee?
What is BMO Cash Back Credit Card, BMO Platinum Rewards Credit Card and BMO Platinum Credit Card?
What CARE-ED skill are you using if you 'Listen and ask questions to understand our clients needs'?
What is Curiosity?
An employee would use the Operational Effectiveness tab to find this resource link for all BMO questions
What is the US Retail Banking Directives & Procedures (D&P'S) link?
An example of this BMO offering would be Sara going to the McDonald's site and talking to the employees about building their credit
What is Bank at Work (BAW) & Group Banking Services (GBS)?
This is the very first step that must be followed when opening a branch
What is upon arrival, you, and another Employee (opening partner) must drive around the perimeter of the building?
Which BMO credit card was named under Best Credit Cards by Money magazine in 2025?
What is the BMO Premium Rewards Credit Card?
If an employee is proactive in presenting financial ideas that would benefit our client, what CARE-ED skill are they using?
What is Expertise?
This is where I would look for the latest Sales and Service News
What is U.S. P&BB Central?
This offering is used by over 75% of Chilton BMO's customers even though none seem to know it's name
What is BMO Digital Banking?
These are the steps to properly authenticate a client calling over the phone
What is Search for the appropriate profile, Confirm titling, Review Red flags/Critical notes/clients phone # and address , Authenticate caller with passcode. If there is not a passcode or passcode is incorrect after 2 attempts move to Out-of-Pocket questions and if they fail, move to "failed out of pockets questions"?
Which BMO credit card offers 4X rewards back on airfare and dining, 3X on hotels, tours, travel agencies, and cruises, 2X on rideshare, taxis, and car rentals and 1X unlimited earn on all other purchases?
What is the BMO Escape Credit Card?
What CARE-ED skill is used to make the client feel confident that their needs would be taken care of?
What is Attentiveness? (Would also take Empathy)
This is where I would be able to find the article '2025 Employee Giving results – Way to go!'
What is the U.S. Banking page?
This offering of BMO is designed for Canadians with U.S. needs
What is Cross-Border Banking?
You must say “Annual Percentage Yield”, and never say "APY" when giving this information
What is a rate quote for a deposit account, such as a Money Market or CD?
Which BMO credit card offers 2-way SMS Fraud Alerts
What is all BMO credit cards?
If a BMO employee proactively takes ownership of our clients' experience: their needs and problems, what CARE-ED skill is the employee using?
What is Dedication? (Would also take Empathy or Responsiveness)