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Bank of Montreal

Runs Canadian and US banks for people and firms

Bilingual Client Service Associate

Customer SupportPosted on Nov 9
Full-timeToronto, ON, CanadaIn-person

About the Job

Requirements

  • Bilingual French is required.
  • Typically, 2 to 3 years of relevant experience and a post-secondary degree in a related field of study are desirable, or an equivalent combination of education and experience.
  • In-depth knowledge of products, processes, policies, and practices is required.
  • A working understanding of policy contract wording and interpretation is required.
  • Specialized knowledge is required.
  • Good verbal and written communication skills are required.
  • Good organizational skills are required.
  • Good collaboration and team skills are required.
  • Good analytical and problem-solving skills are required.

Responsibilities

  • Provide accurate and professional service by telephone, written mail, or email for an insurance channel offering BMO Life Assurance products, serving policy holders, prospects and infinity partners, managing general agencies, distributors, brokers, or creditor insurance customers.
  • Seek, recognize, and act upon opportunities to expand business relationships.
  • Answer inquiries and provide accurate information about insurance products.
  • Respond to information requests and follow established protocols.
  • Resolve issues and escalate them as required.
  • Process client service and administrative requests according to established procedures and policies, and submit them for approval as required.
  • Collaborate with internal and external stakeholders to deliver business objectives.
  • Analyze data and information to provide insights and recommendations.
  • Support change management activities of varying scope and type, typically focused on execution and sustainment.
  • Examine official documents before completing required forms to ensure appropriate authorization is available, and follow established guidelines and procedures.
  • Perform defined policy administration tasks and submit them for approval as required.
  • Support the development of tools and delivery of training focused on business delivery.
  • Integrate information from multiple sources to enable more efficient processes, enhanced analysis, or streamlined reporting.
  • Follow established procedures in all client communications by phone, email, or written correspondence to ensure compliance requirements are met in all scenarios.
  • Create and maintain computer records on all systems to ensure client information is accurate.
  • Recommend workflow improvements to deliver a more efficient operation.
  • Complete complex and diverse tasks within established rules and limits, which may include handling escalations from other employees.
  • Analyze issues and determine next steps.
  • Perform broader work or accountabilities as assigned.
  • Work rotating shifts of 8:30 to 4:30, 9:00 to 5:00, or 10:00 to 6:00.

Desired Qualifications

  • A post-secondary degree in a related field of study, or an equivalent combination of education and experience.

About the Company

Bank of Montreal

Runs Canadian and US banks for people and firms

Bank of Montreal, known as BMO, runs a Canadian bank and a large American bank, serving households and businesses on both sides of the border. Until the Bank of Canada opened in 1935, it acted as the Canadian government's banker. People use its branches and apps for accounts, mortgages, credit cards, and investments, while companies borrow from it and turn to its BMO Capital Markets arm to raise money and trade securities. BMO makes money on the gap between the interest it charges on loans and pays on deposits, plus fees from managing wealth and advising on deals. Bank of Montreal was founded in 1817 as Canada's first bank, and it keeps its legal head office in Montreal and its executive offices in Toronto, Canada.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1817

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