Mortgage Retention and Sales, Bilingual in French and English

🕒 August 4

🇨🇦 Canada – Remote

💵 $40.5k - $80k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤑 Sales

👻 Ghost score 34%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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

• Provide expert advice on mortgage renewal and financing needs, products and solutions to retain and expand share of wallet • Fulfill sales and service activities for customers according to approved procedures • Identify and refer customers to other business groups • Drive inbound and outbound mortgage-renewal sales through in-depth home-financing options • Integrate marketing promotions and programs into customer conversations • Manage transactional outcomes or refer customers to appropriate groups • Negotiate home-financing pricing while balancing customer value and profitable transactions • Probe customer needs related to mortgage renewal, investment and financing options and provide advice in the customer’s best interests • Handle customer contacts professionally and efficiently • Collaborate with internal and external stakeholders • Escalate complex or unresolved customer situations to managers • Complete documentation to accurately process customer requests • Research and investigate lending applications as required • Maintain confidentiality of customer and Bank information • Maintain current knowledge of personal banking and lending products, practices and trends • Complete complex and diverse tasks within established rules and limits, including escalations from other employees • Analyze issues and determine next steps • Perform broader work or accountabilities as assigned

🎯 Requirements

• Strong verbal and written language skills in both French and English • Fluent in French and English • 2–3 years of relevant experience and/or certification in a related field of study or an equivalent combination of education and experience is preferred, not required • 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 • Good verbal and written communication skills in French and English • Good organizational skills • Good collaboration and team skills • Good analytical and problem-solving skills • Flexibility and availability Monday to Friday, 9am to 8pm, and Saturdays, 9am to 6pm, on rotation • Ability to comply with Anti-Money Laundering and Terrorist Financing reporting requirements, FCAC consumer provision requirements, and Privacy Act provisions

🏖️ Benefits

• Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans • Performance-based incentives • Discretionary bonuses • Other perks and rewards • In-depth training and coaching • Manager support • Network-building opportunities • Tools and resources to reach new milestones • Inclusive, equitable and accessible workplace • Accommodations available on request during the selection process