Bilingual Mortgage Retention Specialist - First Nations / Métis / Inuit
VIRTUAL61 - HomeRes - QC - BMO
Application Deadline:
09/15/2024Address:
VIRTUAL61 - HomeRes - QC - BMOJob Family Group:
Retail Banking Sales & ServiceLanguage Requirements for the role: English and French Permanent position: full-time, 37.5hrs per week Current Work schedule: Candidates must be flexible and available to work Monday to Friday, from 10am to 8pm, and Saturdays from 10am-6pm (on rotation). All hours are in EST. Location: RemoteWe invite all experienced and aspiring First Nations / Métis / Inuit professionals to apply to roles featured on BMO’s Indigenous Careers landing page, as well as all of those on BMO's Careers page. Qualified First Nations / Métis / Inuit applicants applying through these postings will be considered for open job vacancies, where they exist, or added to our Indigenous Talent Network and matched to other upcoming opportunities.
This is part of BMO’s ongoing commitment to Indigenous applicants. Our recruitment team will reach out to those selected for further consideration.
Understands customer needs and provides credit and lending-related sales and service to BMO customers or prospects. Advises customers on borrowing strategies and products 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. Works through various channels based on the market needs to deliver the desired customer experience and achieve overall business objectives.
- May provide training and coaching to junior associates as needed.
- Probes to understand customer needs and provides advice related to personal banking and borrowing strategies in the best interests of the customer.
- Manages all transactional outcomes of customer contacts or defers to appropriate internal business groups.
- Escalates complex or unresolved customer situations to managers as required.
- Performs any required documentation to ensure customer’s requests are accurately processed.
- Maintains current knowledge of personal banking and lending products, practices, and trends and integrates into customer conversations in a professional manner.
- May research and investigate lending applications, following established processes.
- Handles customer contacts in an informed, professional, and efficient 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.
- Makes credit decisions / recommendations in accordance with sound …
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RestrictionsSupport to clients and team members inside and/or outside the province of Quebec
Benefits/PerksAccident and life insurance Coaching Discretionary bonuses Flexible schedule Health insurance In-depth training Indigenous talent network Life Insurance Manager support Network-building opportunities Other perks and rewards Performance-based incentives Remote work Retirement savings Retirement savings plans Training Tuition reimbursement
Tasks- Compliance
- Fulfill sales and service activities
- Maintain compliance
- Problem solving
- Provide training
- Reporting
- Understand customer needs
Analytical Anti-Money Laundering Bilingual Coaching Collaboration Communication Compliance Credit decisions Customer service Documentation English French Lending Lending products Market Analysis Marketing Marketing Promotions Organization Personal banking Problem-solving Referrals Regulatory Compliance Reporting Retail Banking Retail Banking Sales Sales Service Team Training Verbal & Written Communication Written communication
Experience2-3 years
Education Timezones