Bilingual Mortgage Loyalty Specialist

Manulife Financial; Quebec; Remote; CAD 51,000 - 86,000; Full time

Job summary

Join Manulife Financial as a Bilingual Mortgage Loyalty Specialist, where you'll enhance client relationships and manage complex accounts. In this dynamic role, you will play a crucial part in supporting clients through their renewal journeys while leveraging your analytical and problem-solving skills. Be part of a supportive environment that prioritizes your professional growth and well-being.

Benefits

Customizable health and wellness benefits

Retirement savings plans

Generous paid time off program

Qualifications

• 3-5 years experience in financial management industry.
• Fully bilingual (French/English).
• Strong customer focus and ability to influence.

Responsibilities

• Enhance client relationships and manage complex accounts.
• Identify opportunities for additional products to improve customer situations.
• Collaborate with the sales team on service and retention strategies.

Skills

Communication

Problem-Solving

Analytical Skills

Customer Focus

Negotiation

Job description

The Bilingual Mortgage Loyalty Specialist role offers a dynamic opportunity to enhance client relationships and contribute to our mission of delivering exceptional service and innovative solutions. By understanding client needs and managing complex accounts, you will play a critical role in building long-lasting relationships and supporting clients through their renewal journeys. This position empowers you to leverage your communication, problem-solving, and analytical skills while collaborating with the sales team to balance client needs with business goals. Joining our team means you'll have the chance to grow professionally in a supportive and inclusive environment, where your well-being and career aspirations are prioritized. As part of our global network, you'll be instrumental in shaping the future of our customer service and retention strategies.

Position Responsibilities:

1. Understand client needs to provide resources that enhance account management, while identifying opportunities for additional products to improve the customer’s situation.
2. Build long-lasting customer relationships, serving as the primary contact for future business needs and repeat transactions.
3. Manage complex files efficiently, addressing customer concerns with appropriate account structures, and support the renewal journey from start to finish.
4. Use sound judgment in offering solutions that balance client needs with business profitability, while promoting cost-saving benefits.
5. Collaborate with the sales team and peers, stay informed on industry trends, and maintain knowledge of current promotions and regulations to improve service and retention tactics.

Required Qualifications:

• 3 to 5 years of experience in the financial management industry
• Demonstrate strong communication skills, articulating the complexity of our products’ features clearly and concisely
• Strong customer focus, with the ability to influence and negotiate
• Fully bilingual (French/English): The successful candidate will be required to communicate in English and French to support clients from various jurisdictions outside of Quebec

Preferred Qualifications:

• Excellent interpersonal skills with a high level of professionalism
• Excellent problem-solving, analytical, judgment, and decision-making skills
• Self-motivated with a strong focus on success
• Effective time management and the ability to organize and prioritize
• Effective customer relationship management skills
• Excellent business acumen with strong decision-making skills

When you join our team:

• We’ll empower you to learn and grow in your career.
• We’ll recognize and support you in a flexible environment where well-being and inclusion are prioritized.
• As part of our global team, we’ll support you in shaping the future you want to see.

關於宏利和恒康

宏利金融公司是一家業界領先的國際金融服務商，致力於幫助人們實現「輕鬆投資理財，樂享豐盛人生」。若要進一步了解我們，請瀏覽https://www.manulifeim.com/institutional/tw/en.

宏利是平等機會僱主

在宏利／恒康，我們擁抱多元。我們致力於吸引、培養及挽留和所服務客戶同樣多元的員工，並從而營造包容的工作環境，接納文化和個體差異。我們矢志維持公平的招聘、挽留、晉升及薪酬制度，我們管理的所有實踐及項目不會因種族、血統、原籍地、膚色、族裔、國籍、宗教或宗教信仰、信仰、性別（包括懷孕及其相關情況）、性取向、遺傳特徵、退伍軍人身份、性別認同、性別表達、年齡、婚姻狀況、家庭狀況、殘疾或受適用法律保護的任何其他因素而區別對待。

我們的首要任務是消除障礙，為員工提供平等就業機會。人力資源部代表將盡力為應徵過程中提出要求的申請人提供合理協助。申請人要求提供協助所分享的信息將會按照適用法律及宏利／恒康政策儲存及使用。應徵過程中如需協助，請聯絡 [e-mail]。

Referenced Salary Location

加拿大, 魁北克省 -全職遠端工作

Working Arrangement

遠端工作

Salary range is expected to be between

$51,375.00 CAD - $85,625.00 CAD

If you are applying for this role outside of the primary location, please contact [e-mail] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [e-mail] for more information about U.S.-specific paid time off provisions.