Associate, Virtual Experience Team - Outbound Calls - Remote

Overview

The Associate in the Virtual Experience Team is responsible for understanding customer needs and providing sales and service related to deposits, digital services, and credit cards for BMO clients. This role involves proactively communicating with clients and offering banking solutions that align with their goals.

In Short

• Engage proactively with clients to assess their needs.
• Provide advice and solutions related to banking products.
• Conduct outbound calls to welcome clients and encourage account activation.
• Identify and respond to daily banking needs.
• Integrate promotions and marketing programs into client conversations.
• Maintain up-to-date knowledge of banking products and trends.
• Collaborate with internal and external stakeholders to achieve operational goals.
• Adhere to regulatory and compliance requirements.
• Perform initial problem resolution and escalate as needed.
• Ensure confidentiality of client information.

Requirements

• 1-2 years of relevant experience and a post-secondary degree in a related field.
• Knowledge of personal banking products.
• Understanding of competitive market trends.
• Familiarity with call center operations and procedures.
• Strong verbal and written communication skills.
• Good organizational and analytical skills.
• Team collaboration and problem-solving abilities.
• Fluency in French and English.

Benefits

• Health insurance.
• Tuition reimbursement.
• Accident and life insurance.
• Retirement savings plans.
• Performance-based incentives and bonuses.
• Opportunities for career growth and development.
• Inclusive and accessible workplace.
• Support for work-life balance.