Everyday Banking or Card Services Associate – Bilingual French & English
| Company | Bank of Montreal |
|---|---|
| Location | British Columbia, Canada, Ontario, Canada, Quebec City, QC, Canada |
| Salary | $33850 – $44000 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- High school diploma or equivalent work experience
- Knowledge of personal banking 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
- Basic knowledge learned on the job
- Verbal & written communication skills – Basic (in business environment)
- Organization skills – Basic (in business environment)
- Collaboration & team skills – Basic (in business environment)
- Fluency in French and English
Responsibilities
- Understands customer needs and provides credit and lending-related sales and service to BMO customers or prospects
- Advises customers on lending/credit 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 as needed
- Integrates marketing promotions and programs into customer conversations when appropriate
- Probes to understand customer needs and provides advice related to personal banking and lending strategies in the best interests of the customer
- Escalates complex or unresolved customer situations to managers as required
- Performs any required activities to ensure customer’s requests are accurately processed
- Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations in a professional manner
- Collaborates with internal and external stakeholders in order to deliver on business objectives
- Manages all transactional outcomes of customer calls or refers to appropriate internal business groups
- 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 standardized tasks under supervision
- Performs initial problem solving within given rules/limits & escalates when required
- Broader work or accountabilities may be assigned as needed
Preferred Qualifications
-
No preferred qualifications provided.