Investment Specialist providing wealth management and investment support remotely at BMO. Focused on delivering client - centric advice and building strong relationships while working from home.
About the role
- Mortgage Renewal Specialist managing client mortgage inquiries and providing solutions for CIBC. Collaborating with teams and resolving customer issues in the Mortgage Contact Centre remotely.
Responsibilities
- work in the Mortgage Contact Centre team
- be a single point of access for clients to conduct mortgage inquiries
- focus on answering routine inquiries and applying mortgage procedures
- problem-solve client issues and provide solutions that comply with policies
- collaborate with others to connect clients to appropriate resources
Requirements
- bilingual in French and English to serve clients
- experience with mortgage products
- client-focused approach
- ability to work independently as an Agent@Home with a secure workspace
- excellent problem-solving skills
- ability to analyze financial needs holistically
Benefits
- competitive salary
- incentive pay
- banking benefits
- benefits program*
- defined benefit pension plan*
- employee share purchase plan
- vacation offering
- wellbeing support
- MomentMakers, our social, points-based recognition program
- Purpose Day; a paid day off dedicated for you to use to invest in your growth and development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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