36 applicants

Company

BMO U.S. · 4 hours ago

Virtual Mortgage Retention Specialist

REMOTE/TELETRAVAIL, NL, CAN

Full-time

Remote

Entry, Mid Level

$38K/yr - $70K/yr

2+ years exp

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Banking

H1B Sponsor Likely

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Responsibilities

Understands customer needs and provides credit and lending-related sales and service to BMO customers or prospects.

Advises customers on borrowing strategies and products that meet their objectives.

Fulfills sales and service activities for the customer in accordance with approved procedures.

Identifies and makes referrals to other business groups.

Works through various channels based on the market needs to deliver the desired customer experience and achieve overall business objectives.

May provide training and coaching to junior associates as needed.

Probes to understand customer needs and provides advice related to personal banking and borrowing strategies in the best interests of the customer.

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

Escalates complex or unresolved customer situations to managers as required.

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

Maintains current knowledge of personal banking and lending products, practices, and trends and integrates into customer conversations in a professional manner.

May research and investigate lending applications, following established processes.

Handles customer contacts in an informed, professional, and efficient 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.

Makes credit decisions / recommendations in accordance with sound credit-granting principles and in compliance with Bank Policy & Procedures.

Uses authorized credit qualifications as needed to fulfill customer requests.

Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.

Analyzes issues and determines next steps.

Broader work or accountabilities may be assigned as needed.

Qualification

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Personal lending knowledgeHome financing productsContact centre processesCall centre technologyTerm Investment QualificationCollaboration skills

Required

Typically between 2 – 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.

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.

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.

Fluent in 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

5001-10000 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

Represents job field similar to this job

Trends of Total Sponsorships

2023 (42)

2022 (28)

2021 (14)

2020 (20)