Customer Support Advisor, Bilingual in French and English

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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

• Make outbound calls to BMO InvestorLine clients to request missing items and clarify document requirements • Follow up on incomplete applications and missing documentation • Respond to client inquiries, issues, and requests professionally and promptly • Review submitted documents, identify gaps, and guide clients on next steps • Manage client interactions end-to-end and resolve or route requests to appropriate internal teams • Escalate complex or unresolved issues to senior team members • Document client interactions and record updates according to procedures • Maintain confidentiality of client and Bank information • Monitor and report suspicious activity in line with AML requirements • Comply with AML, Terrorist Financing, FCAC consumer provisions, Privacy Act, and other regulatory standards • Stay informed about internal processes, policies, and relevant updates • Complete assigned tasks within defined guidelines and escalate issues as needed

🎯 Requirements

• Typically 1–2 years of relevant experience • Post-secondary education in a related field is an asset • Fluency in spoken French and English • High school diploma or equivalent work experience required • Good organizational, collaboration, and teamwork skills • Basic understanding of risk management and compliance practices • Familiarity with BMO InvestorLine products and services is an asset • Working towards the Canadian Investment Regulatory Exam (CIRE) via CIRO is preferred • Availability to work between 8:00 AM and 8:00 PM EST Monday to Friday • 37.5 hours per week

🏖️ Benefits

• 100% work from home, including training • Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans • In-depth training and coaching • Manager support • Network-building opportunities • Accommodations available on request during the selection process