Bilingual Mortgage Retention Specialist

BMO; Alberta; On-site; CAD 37,000 - 70,000; Full time

Job summary

BMO is seeking a Bilingual Mortgage Retention Specialist to provide expert advice on mortgage renewal and financing needs. The role involves driving sales, managing customer relationships, and ensuring compliance with regulations. Ideal candidates will have relevant experience and strong communication skills in both French and English.

Benefits

Health Insurance

Tuition Reimbursement

Retirement Plans

Qualifications

• 2-3 years of relevant experience preferred.
• Knowledge of personal lending and home financing products.

Responsibilities

• Provide expert advice on mortgage renewal and financing needs.
• Drive sales process for inbound and outbound customer contacts.
• Negotiate home financing pricing to ensure customer satisfaction.

Skills

Communication

Analytical Skills

Collaboration

Problem Solving

Education

Certification in a related field

Job description

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Responsibilities :

• Proactively provide expert advice on mortgage renewal / financing needs, products, and solutions to retain and expand share of wallet.
• Fulfills sales and service activities for customers by following approved procedures.
• Identify and make referrals to other business groups.
• Deliver the desired customer experience through various channels based on market needs and achieve overall business objectives.
• Drive the sales process for inbound and outbound customer contacts upon mortgage renewal, exploring home financing options.
• Integrate marketing promotions and programs into customer conversations where appropriate.
• Manage all transactional outcomes of customer contacts or refer to appropriate groups.
• Negotiate home financing pricing ensuring customers feel valued while maintaining profitable transactions.
• Understand customer needs related to mortgage renewal, investment, and financing options; provide advice in the best interests of the customer.
• Handle customer contacts professionally and efficiently.
• Collaborate with internal and external stakeholders to meet business objectives.
• Escalate complex or unresolved customer situations to managers as required.
• Perform documentation to ensure customer requests are accurately processed.
• Research and investigate lending applications following established processes.
• Maintain confidentiality of customer and bank information.
• Adhere to regulatory and compliance requirements, including AML, FCAC, and Privacy Act provisions.
• Maintain current knowledge of banking and lending products, practices, and trends; incorporate into customer interactions.
• Complete complex and diverse tasks within given rules / limits, including handling escalations.
• Analyze issues and determine next steps.
• Perform additional responsibilities as assigned.

Qualifications :

• 2-3 years of relevant experience and / or certification in a related field, or an equivalent combination of education and experience (preferred but not required).
• Knowledge of personal lending and home financing products.
• Understanding of the competitive marketplace and product trends.
• Familiarity with contact centre operations, technology, processes, and metrics.
• Strong verbal and written communication skills.
• Good organizational, collaboration, and team skills.
• Good analytical and problem-solving skills.
• Fluent in French and English to support clients and team members inside and outside Quebec.

Salary :

37,500.00 - $69,500.00

Pay Type :

Salaried, with possible commissions and benefits as detailed by BMO.

Additional Information :

BMO offers health insurance, tuition reimbursement, and retirement plans. Visit our website for more details.

About Us :

BMO is committed to creating lasting positive change, fostering an inclusive workplace, and supporting your growth and impact from day one.