Note: The job is a remote job and is open to candidates in USA. BMO is a leading financial institution, and they are seeking a Customer Support Advisor who is bilingual in French and English. The role involves providing wealth and investment-related sales and service to customers, advising them on strategies and products that meet their needs, and achieving sales targets while ensuring compliance with regulations.
Responsibilities
- Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects
- Advises 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
- Provides professional quality sales and service for customer and prospect inquiries, 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
- Completes complex & diverse tasks within given rules/limits
- Analyzes issues and determines next steps; escalates as required
- Broader work or accountabilities may be assigned as needed
Skills
- Typically between 1 – 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience
- High school diploma or equivalent work experience
- Knowledge of competitive market place trends and product offerings
- Knowledge of BMO Investment / BMO InvestorLine products and services
- Language preferences for role: Strong verbal and written language skills in both English and French
- Some understanding of Risk Management & Compliance
- Basic specialized knowledge
- Verbal & written communication skills - Good
- Organization skills - Good
- Collaboration & team skills - Good
- Analytical and problem solving skills - Good
- Working towards the Canadian Investment Regulatory Exam (CIRE) via CIRO
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
Company Overview
- We’re a bank, but there’s more to it than that. When you join BMO, it opens a world of opportunities. It was founded in 1817, and is headquartered in Toronto, Ontario, CAN, with a workforce of 10001+ employees. Its website is http://www.bmo.com.