Associate, Outbound Virtual Experience Team

Job not on LinkedIn

🔥 36 minutes ago

🇨🇦 Canada – Remote

💵 $35.5k - $65k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚫👨‍🎓 No degree required

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BMO U.S.

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🛡️ Insurance

💼 Consulting

📦 Logistics

Insurance • Consulting • Logistics

BMO U. S. is a diversified financial services company operating in the United States. It offers a broad range of financial products and services including personal and business banking, mortgage services, investments, financial planning, insurance, and wealth management. Additionally, it provides commercial loans, commercial mortgages, and other financial solutions tailored for small businesses and large enterprises. The company places a strong emphasis on customer service and offers digital and cross-border banking solutions to meet the needs of diverse clients. BMO U. S. is also involved in asset management and capital markets operations, making it a full-service financial institution.

📋 Description

• Understand customer needs and provide credit and lending-related sales and service to BMO customers or prospects • Advise customers on lending/credit strategies and products aligned with their objectives • Fulfill sales and service activities according to approved procedures • Identify and make referrals to other business groups as needed • Integrate marketing promotions and programs into customer conversations when appropriate • Deliver exceptional customer service and responsive support • Probe to understand customer needs and provide personal banking and lending strategy advice • Handle incoming calls in an informed, professional, and efficient manner • Escalate complex or unresolved customer situations to managers • Process customer requests accurately • Collaborate with internal and external stakeholders to deliver business objectives • Manage transactional outcomes of customer calls or refer customers to appropriate internal groups • Maintain confidentiality of customer and Bank information • Identify and report suspicious activity patterns related to money laundering • Complete complex and diverse tasks within established rules and limits • Analyze issues, determine next steps, and escalate as required • Apply BMO’s Risk Management Framework and make risk-informed decisions aligned with policies, laws, and regulations

🎯 Requirements

• Typically between 1–2 years of relevant experience • Post-secondary degree in a related field of study desirable or 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 • Good verbal and written communication skills • Good organization skills • Good collaboration and team skills • Good analytical and problem-solving skills • Adherence to Anti-Money Laundering and Terrorist Financing reporting requirements • Adherence to Financial Consumer Agency of Canada consumer provision requirements • Adherence to Privacy Act provisions

🏖️ Benefits

• Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans • In-depth training and coaching • Manager support • Network-building opportunities • Inclusive, equitable and accessible workplace • Accommodations available on request during the selection process

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