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Bilingual Digital Communications Specialist – Live chat (BMO Investorline) - R250000603 REMOTE/TELETRAVAIL

BMO Bank of Montreal

REMOTE/TELETRAVAIL, Newfoundland and Labrador

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  Save this job      2025-01-30

Bilingual Digital Communications Specialist – Live chat (BMO Investorline) - R250000603 REMOTE/TELETRAVAIL

BMO Bank of Montreal

REMOTE/TELETRAVAIL, Newfoundland and Labrador

 

Salary: $44,500.00 - $82,500.00

 

County: 39

 

Application Deadline:

Language requirements for the role: Strong verbal and written languages skills in both French and English

Availability to work between 8:00AM and 8:00PM EST Monday to Friday (37.5 hours per week). Will most likely will be asked to work the 10-6/11-7/12-8 shift once training is completed.

Will be required to complete the CSC, CPH and DFOL certifications (within a specific time frame) to be fully functional in the role.

Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Guides customers on wealth and investment strategies and products that meet customer’s objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed.

• Delivers exceptional customer service that builds trust through expertise, responsive service and support.
• Develops and maintains long-term, profitable relationships and expands our share of wallet with a portfolio.
• May make outbound calls to customers and look proactively for opportunities to enhance customer experience by providng products that meet investment needs.
• Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.
• Provides subject matter expertise relating to product knowledge, processes, and operating systems.
• Assists the manager by identifying skilled knowledge gaps and performance improvement opportunities for associates and specialists on the team.
• Executes performance plans and provides feedback to employees and managers on progress towards desired behaviours/results.
• Develops and executes short term tactics/plans to drive specific behaviours, activities and results.
• Provides professional quality sales and service for customer and prospect inquires, issues and requests.
• Probes to understand customer needs and advises them through their unique investment needs.
• Achieves sales targets with a focus on relevant investment products.
• Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups.
• Escalates complex or unresolved customer situations to senior managers as required.
• Performs any required documentation after completed customer interactions to ensure customer’s requests are accurately processed.
• Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner.
• Integrates marketing promotions and programs into customer conversations where appropriate.
• 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.
• Focus may be on a business/group.
• Thinks creatively and proposes new solutions.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works mostly independently.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically between 3 – 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
• Knowledge of competitive market place trends and product offerings.
• Knowledge of BMO Investment / BMO InvestorLine products and services.
• Completed Canadian Securities Course (CSC)/ IIROC licensed as an Investment Representative with Options.
• Some understanding of Risk Management & Compliance.
• Specialized knowledge from education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Specialized knowledge from education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.

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. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

About BMO Bank of Montreal

Careers for service members, veterans and their families

We’re proud to be the official bank of the Canadian Defence Community – and that goes beyond supporting your financial well-being. We value the skills you’ve earned in the military, and we’re here to help as you move into the next stage of your professional life.

BMO is a Poppy Campaign partner and invests over $265k per year in 3+ signature sponsorship properties, including the Canada Army Run, the Navy Bike Ride, and the RCAF Run.

• Next February, BMO will proudly support Veterans as an official Gold Sponsor of the Invictus Games – Vancouver Whistler 2025 which will welcome more than 500 competitors from 25 nations to experience the first ever Winter Games in Invictus Games history. The Games will also raise awareness of Indigenous CAF members and highlight the extraordinary service of Indigenous Veterans dating back over 200 years.
• We have committed over $2.25 million in major gifts in recent past, including pledges to Homes for Heroes and Canada Company.

At BMO, you’ll have the opportunity to use your commitment, discipline, and dedication to teamwork to make a difference. Come and grow your career with us.