Bilingual advisor at BMO providing expert advice on mortgage renewal and financing needs. Fulfilling sales and service activities while ensuring customer satisfaction and business objectives.
Responsibilities
Proactively provides expert advice on mortgage renewal/financing needs
Fulfills sales and service activities for customers by following approved procedures
Identifies and makes referrals to other business groups
Drives the sales process for inbound and outbound customer contacts upon mortgage renewal
Negotiates home financing pricing ensuring customers feel valued
Handles customer contacts in a professional manner
Collaborates with internal and external stakeholders to deliver on business objectives
Escalates complex or unresolved customer situations to managers as required
Performs documentation to ensure customer requests are accurately processed
Requirements
Between 2 - 3 years of relevant experience and/or certification in related field
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
Verbal & written communication skills in both French and English
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