Mortgage Retention and Sales, Bilingual: French, English

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BMO U.S.

Site WebLinkedInTous les Emplois

5001 - 10000 employés

🏦 Banque

💸 Finance

💳 Fintech

Banking • Finance • Fintech

Chez BMO, la banque est notre engagement personnel à aider les gens à chaque étape de leur vie financière. La vérité est que les besoins des gens évoluent : nous évoluons également. Mais nous ne changeons jamais qui nous sommes. Ce qui signifie que nous ne renoncerons jamais à offrir à nos clients la meilleure expérience bancaire possible dans l’industrie. Notre incroyable équipe de plus de 10 000 personnes, plus de 600 agences et 1300 distributeurs automatiques de billets, ne représente que la partie visible de l’iceberg. Vous devriez faire connaissance avec nous. Nous sommes là pour aider. Nos conditions d'utilisation des réseaux sociaux : https://www.bmo.com/socialmediatermsofuse BMO est un nom commercial utilisé aux États-Unis par BMO Bank N.A. Membre FDIC.

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

🎯 Exigences

• 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

🏖️ Avantages

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