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

Bank of Montreal; Montreal; Remote; CAD 33,000 - 44,000; Full time

Job summary

Join a forward-thinking company as a Banking Associate, where your bilingual skills in French and English will shine. This full-time remote position offers a dynamic environment where you'll engage with customers, providing them with essential credit and lending advice. You'll play a pivotal role in understanding customer needs, ensuring their requests are met with professionalism and care. With a commitment to compliance and confidentiality, you will also have the opportunity to collaborate with various teams to enhance customer experiences. If you're passionate about making a difference in the financial sector, this role is perfect for you.

Benefits

Health insurance

Tuition reimbursement

Accident insurance

Life insurance

Retirement savings plans

Performance-based incentives

Discretionary bonuses

Qualifications

• Fluency in French and English is required for this role.
• Basic knowledge of personal banking products and competitive trends.

Responsibilities

• Understand customer needs and provide credit and lending-related services.
• Collaborate with stakeholders to meet business objectives.
• Maintain confidentiality and adhere to compliance requirements.

Skills

Verbal communication skills

Written communication skills

Customer service skills

Problem-solving skills

Organizational skills

Collaboration skills

Education

High school diploma or equivalent work experience

Tools

Call centre technology

Job description

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

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

Time type: Full time

Posted on: Posted 2 Days Ago

Job requisition id: R240015109

Application Deadline: 07/29/2025

Address: VIRTUAL61 - REMOTE/TELETRAVAIL - QC - BMO

Job Family Group: Retail Banking Sales & Service

• Work from home
• Language Requirements for role: Strong verbal and written language skills in both French and English
• Full time position: Associates are scheduled for 37.5 hours per week. This position operates between the hours of 6:30AM and 12:00AM, 7 days a week. Associates work either on Saturday or Sunday each week.

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.

Qualifications:

• 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).

You’re fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.

Salary: $33,850.00 - $44,000.00

Pay Type: Salaried

The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: BMO Total Rewards.

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people.