Customer Support Advisor - Bilingual, French and English

5 days ago

Apply Now

Receive Emails with Similar Jobs

BMO U.S.

WebsiteLinkedInAll Job Openings

Commercial Banking • Personal Banking • Small Business Banking

5001 - 10000

Description

• Understand customer needs and provide wealth and investment-related sales and service • Advise customers on wealth and investment strategies and products • Fulfill sales and service activities for the customer • Identify and make referrals to other business groups as needed • Provide professional quality sales and service for customer inquiries • Achieve sales targets with a focus on relevant investment products • Manage transactional outcomes of customer contacts • Escalate complex or unresolved customer situations as required • Document after completed customer interactions • Maintain knowledge of investment markets and practices • Integrate marketing promotions into customer conversations • Maintain confidentiality of customer and Bank information • Identify and report suspicious patterns of activity as required • Adhere to regulatory and compliance requirements

Requirements

• Typically 1 – 2 years of relevant experience • Post-secondary degree in related field or equivalent experience • Knowledge of competitive marketplace trends and product offerings • Knowledge of BMO Investment / BMO InvestorLine products and services • Working towards the Canadian Securities Course (CSC) or IFIC course or completion of either • Some understanding of Risk Management & Compliance • Good verbal & written communication skills • Good organization skills • Good collaboration & team skills • Good analytical and problem-solving skills • Fluency in French and English

Benefits

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