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Bilingual Mortgage Retention Specialist - R250011646 REMOTE/TELETRAVAIL

BMO Bank of Montreal

REMOTE/TELETRAVAIL, British Columbia

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  Save this job      2025-05-18

Bilingual Mortgage Retention Specialist - R250011646 REMOTE/TELETRAVAIL

BMO Bank of Montreal

REMOTE/TELETRAVAIL, British Columbia

 

Salary: $37 500,00 - $69 500,00

 

Application Deadline:

Proactively provides 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. Identifies and makes referrals to other business groups.  Works through various channels based on the market needs to deliver the desired customer experience and achieve overall business objectives.

• Drives the sales process for inbound and outbound customer contacts upon mortgage renewal, through in-depth home financing options.
• Integrates marketing promotions and programs into customer conversations, where appropriate.
• Manages all transactional outcomes of customer contacts or refers to appropriate groups.
• Negotiates home financing pricing ensuring customers feel valued at the same time as profitable transactions.
• Probes to understand customer needs related to mortgage renewal, investment and financing options; provides advice in the best interests of the customer.
• Handles customer contacts in an informed, professional, and efficient manner.
• Collaborates with internal and external stakeholders in order to deliver on business objectives.
• Escalates complex or unresolved customer situations to managers as required.
• Performs any required documentation to ensure customer’s requests are accurately processed.
• May research and investigate lending applications, following established processes.
• Maintains the confidentiality of customer and Bank information.
• 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.
• Maintains current knowledge of personal banking and lending products, practices, and trends and integrates into customer conversations in a professional manner.
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Analyzes issues and determines next steps.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Between 2 - 3 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience is preferred, not required.
• Knowledge of personal lending and home financing 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.
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

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.