Everyday Banking or Card Services Associate, (Bilingual French & English), Virtual Connect

Bank of Montreal; Brossard; Hybrid; CAD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a Bilingual Associate for Everyday Banking or Card Services. This dynamic role involves understanding customer needs and providing tailored credit and lending solutions. You will engage with customers, integrate marketing promotions, and ensure their requests are handled efficiently. The ideal candidate will possess strong communication skills in both French and English, along with a solid understanding of personal banking products. Join a forward-thinking company that values collaboration and customer service excellence, and make a meaningful impact in the financial sector.

Qualifications

• High school diploma or equivalent experience required.
• Knowledge of personal banking products and marketplace trends.

Responsibilities

• Advise on lending/credit strategies and products.
• Ensure customer requests are accurately processed.
• Collaborate with stakeholders to meet business objectives.

Skills

Customer Service

Sales

Communication

Problem Solving

Education

High School Diploma

Job description

Everyday Banking or Card Services Associate, (Bilingual French & English), Virtual Connect

Apply locations

REMOTE/TELETRAVAIL, QC, CAN
REMOTE/TELETRAVAIL, ON, CAN
REMOTE/TELETRAVAIL, BC, CAN

Details

Type: Full time
Posted: 2 Days Ago
Requisition ID: R250012401

Job Overview

Understand customer needs and provide credit and lending-related sales and service to BMO customers or prospects. Advise on lending/credit strategies and products, fulfill sales and service activities, and make referrals to other business groups as needed.

Responsibilities

• Integrate marketing promotions into customer conversations appropriately.
• Probe to understand customer needs and advise on personal banking and lending strategies.
• Escalate complex or unresolved customer issues to managers.
• Ensure customer requests are accurately processed.
• Maintain current knowledge of banking products, practices, and trends.
• Collaborate with stakeholders to meet business objectives.
• Manage transactional outcomes or refer calls internally.
• Maintain confidentiality and report suspicious activity.
• Adhere to regulatory and compliance standards.
• Complete standardized tasks and perform initial problem solving.

Qualifications

• High school diploma or equivalent experience.
• Knowledge of personal banking products and marketplace trends.
• Understanding of contact centre operations and technology.
• Basic communication, organizational, and teamwork skills.

Fluency in French and English is required to support clients and team members in Quebec and beyond.