Virtual Mortgage Retention and Sales Specialist, Bilingual

November 16

Apply Now

Receive Emails with Similar Jobs

BMO U.S.

WebsiteLinkedInAll Job Openings

Commercial Banking • Personal Banking • Small Business Banking

5001 - 10000 employees

Description

• Understands customer needs and provides credit and lending-related sales and service • Advises customers on borrowing strategies and products • Fulfills sales and service activities in accordance with approved procedures • Identifies and makes referrals to other business groups • Provides training and coaching to junior associates • Manages all transactional outcomes of customer contacts • Integrates marketing promotions and programs into customer conversations • Maintains confidentiality of customer and Bank information • Adheres to regulatory and compliance requirements • Makes credit decisions/recommendations in accordance with sound credit-granting principles

Requirements

• 2 – 3 years of relevant experience • Post-secondary degree in related field of study desirable • Knowledge of personal lending and home financing products • Knowledge of competitive marketplace and trends • Knowledge of contact centre operational processes and policies • Knowledge of call centre technology, processes and metrics • Term Investment Qualified (as required) • Specialized knowledge • Verbal & written communication skills - Good • Organization skills - Good • Collaboration & team skills - Good • Analytical and problem-solving skills - Good

Benefits

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