Virtual Mortgage Retention and Sales Specialist

4 days ago

Brossard, Quebec, Canada BMO Full time
Job Summary

We are seeking a highly skilled Virtual Mortgage Retention and Sales Specialist to join our team at BMO. As a key member of our sales team, you will be responsible for providing exceptional customer service and sales support to our customers.

Key Responsibilities
  • Provide credit and lending-related sales and service to BMO customers or prospects.
  • Advises customers on borrowing 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.
  • Works through various channels based on the market needs to deliver the desired customer experience and achieve overall business objectives.
Requirements
  • Typically between 2 – 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
  • 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.
  • Term Investment Qualified (as required).
  • Specialized knowledge.
  • Verbal & written communication skills - Good.
  • Organization skills - Good.
  • Collaboration & team skills - Good.
  • Analytical and problem solving skills - Good.
What We Offer

We offer a competitive salary of $69,500.00, a comprehensive benefits package, and opportunities for professional growth and development.

At BMO, we are committed to creating a diverse and inclusive work environment that values and respects the contributions of all employees.

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