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BMO Financial Group

Virtual Experience Team (English only)

RemoteCanada only
Published
Role
Support
Experience
Junior
Company size
Enterprise
CAD 36k–CAD 54.5k/yr
Check eligibility

Open to CA only. Set where you work from to check your eligibility.

No BS summary

Customer banking support/sales role for someone with 1–2 years of relevant experience, personal banking knowledge, and contact-centre familiarity. Must be fluent in French and English and able to support clients/team members inside and/or outside Quebec.

Required languages

French FluentEnglish Fluent

What you'll do

  • Understands customer needs and provides credit and lending-related sales and service to BMO customers or prospects.
  • Advises customers on lending/credit 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 as needed.
  • Integrates marketing promotions and programs into customer conversations when appropriate.
  • Delivers exceptional customer service that builds trust through expertise, providing responsive service and support.
  • Probes to understand customer needs and provides advice related to personal banking and lending strategies in the best interests of the customer.
  • Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.
  • Handles incoming calls in an informed, professional, and efficient manner.
  • Escalates complex or unresolved customer situations to managers as required.
  • Performs any required activities to ensure customer’s requests are accurately processed.
  • Collaborates with internal and external stakeholders in order to deliver on business objectives.
  • Manages all transactional outcomes of customer calls or refers to appropriate internal business groups.
  • 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.
  • Completes complex & diverse tasks within given rules/limits.
  • Analyzes issues and determines next steps; escalates as required.
  • Broader work or accountabilities may be assigned as needed.
  • Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

What they require

  • Typically between 1 – 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
  • Knowledge of personal banking products.
  • Knowledge of competitive marketplace and trends in product offerings.
  • Knowledge of contact centre operational processes and policies.
  • Knowledge of call centre technology, processes and metrics.
  • Basic specialized knowledge.
  • Verbal & written communication skills - Good.
  • Organization skills - Good.
  • Collaboration & team skills - Good.
  • Analytical and problem solving skills - Good.
  • You’re fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.

Benefits

  • BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives.
  • BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include discretionary bonuses.
  • BMO also offers health insurance.
  • BMO also offers tuition reimbursement.
  • BMO also offers accident and life insurance.
  • BMO also offers retirement savings plans.
  • We’ll support you with the tools and resources you need to reach new milestones.
  • From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
  • Accommodations are available on request for candidates taking part in all aspects of the selection process.

BMO is a financial group focused on business and life, serving customers, communities and people, and powering economic growth around the world.

🇨🇦 CanadaBankingEnterprise
CAD 36k–CAD 54.5k/yr