Bank of Montreal seeks a Bilingual Specialist, Credit Card Lending to deliver credit and lending-related sales and service. In this remote role, you will advise customers and prospects, fulfill service activities, and identify opportunities to connect them with other bank services.
What You'll Do
- Probe to understand customer needs and provide advice on personal banking and borrowing strategies.
- Manage transactional outcomes of customer contacts or defer to appropriate internal groups.
- Escalate complex or unresolved customer situations to managers as required.
- Complete required documentation to ensure customer requests are processed accurately.
- Maintain current knowledge of personal banking and lending products, practices, and trends.
- Research and investigate lending applications, following established processes.
- Handle customer contacts in an informed, professional, and efficient manner.
- Integrate marketing promotions and programs into customer conversations where appropriate.
- Maintain the confidentiality of customer and Bank information.
- Identify and report suspicious patterns of activity suspected to be related to money laundering.
- Adhere to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting.
- Make credit decisions and recommendations in accordance with sound credit-granting principles and Bank Policy.
- Use authorized credit qualifications as needed to fulfill customer requests.
- Complete complex & diverse tasks within given rules and limits, which may include handling escalations from others.
- Analyze issues and determine next steps.
- Provide training and coaching to junior associates as needed.
What We're Looking For
- 2 – 3 years of relevant experience.
- Post-secondary degree in a related field or an equivalent combination of education and experience.
- Knowledge of personal lending and home financing products.
- Knowledge of the competitive marketplace and trends in product offerings.
- Knowledge of contact centre operational processes, policies, technology, and metrics.
- Term Investment Qualified (as required).
- Specialized knowledge in the domain.
- Good verbal & written communication, organization, collaboration, and analytical skills.
Nice to Have
- Strong verbal and written language skills in both French and English.
Benefits & Compensation
- Compensation range: $36,600.00 - $67,500.00
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- Performance-based incentives
- Discretionary bonuses
- Other perks and rewards
Work Mode
This is a remote position located in Quebec, Canada.
BMO is committed to an inclusive, equitable, and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process.
