Mortgage Retention and Sales, Bilingual: French, English

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🕒 May 26

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BMO U.S.

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

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

• Proactively provides expert advice on mortgage renewal/financing needs, products and solutions to retain and expand share of wallet • Fulfills sales and service activities for customers by following 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 • Drives the sales process for inbound and outbound customer contacts upon mortgage renewal • Integrates marketing promotions and programs into customer conversations, where appropriate • Manages all transactional outcomes of customer contacts or refers to appropriate groups • Negotiates home financing pricing ensuring customers feel valued at the same time as profitable transactions • Probes to understand customer needs related to mortgage renewal, investment and financing options; provides advice in the best interests of the customer • Handles customer contacts in an informed, professional, and efficient manner • Collaborates with internal and external stakeholders in order to deliver on business objectives • Escalates complex or unresolved customer situations to managers as required • Performs any required documentation to ensure customer’s requests are accurately processed • May research and investigate lending applications, following established processes • Maintains the confidentiality of customer and Bank information • 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 and may include handling escalations from other employees • Analyzes issues and determines next steps

🎯 Requirements

• Between 2 - 3 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience • Knowledge of personal lending and home financing 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 • Fluent in French and English

🏖️ Benefits

• Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans