45 applicants

Company

BMO U.S. · 6 hours ago

Customer Support Advisor, BMO Investorline (Bilingual - French and English)

REMOTE/TELETRAVAIL, AB, CAN

Full-time

Remote

Entry Level

$35K/yr - $52K/yr

1+ years exp

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Banking

H1B Sponsor Likely

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Responsibilities

Provides professional quality sales and service for customer and prospect inquiries, issues and requests.

Probes to understand customer needs and advises them through their unique investment needs.

Achieves sales targets with a focus on relevant investment products.

Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups.

Escalates complex or unresolved customer situations to senior managers as required.

Performs any required documentation after completed customer interactions to ensure customer’s requests are accurately processed.

Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner.

Integrates marketing promotions and programs into customer conversations where appropriate.

Maintains the confidentiality of customer and Bank information.

Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.

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.

Analyzes issues and determines next steps; escalates as required.

Broader work or accountabilities may be assigned as needed.

Qualification

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FrenchBMO Investment productsCanadian Securities Course (CSC)Risk Management & ComplianceCollaboration skills

Required

Typically between 1 – 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.

High school diploma or equivalent work experience.

Knowledge of competitive market place 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.

Basic specialized knowledge.

Verbal & written communication skills - Good.

Organization skills - Good.

Collaboration & team skills - Good.

Analytical and problem solving skills - Good.

Strong verbal and written languages skills in both French and English.

Benefits

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Company

BMO U.S.

Glassdoor

3.6

At BMO, banking is our personal commitment to helping people at every stage of their financial lives.

Founded in 1882

Chicago, Illinois, USA

5,001-10,000 employees

http://www.bmoharris.com/us

H1B Sponsorship

BMO U.S. has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

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Trends of Total Sponsorships

2023 (42)

2022 (28)

2021 (14)

2020 (20)