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Bank of Montreal

Runs Canadian and US banks for people and firms

Bilingual Customer Support Representative

Customer SupportConfirmed live in the last 24 hours
Full-timeRemote

About the Job

Requirements

  • English and French proficiency is required.
  • Previous experience in customer service, sales, or contact center environments is preferred.
  • Strong communication and interpersonal skills with a client-first mindset.
  • Ability to clearly explain information and guide clients through processes.
  • Comfort using digital tools, customer relationship management platforms, and virtual engagement channels.
  • Ability to work in a fast-paced, performance-driven environment.
  • Experience in customer retention and complaint resolution is an asset.

Responsibilities

  • Engage with bank clients through inbound and outbound channels to support group insurance products.
  • Provide general information on group insurance products and guide clients to appropriate online resources and tools.
  • Direct clients to complete applications through digital platforms, ensuring a smooth and efficient process.
  • Support customer enrollment in travel insurance by guiding them through the required steps and ensuring a seamless client experience.
  • Meet and exceed performance metrics, including call handling, client experience, and service quality standards.
  • Use internal systems and tools to track interactions and support client follow-ups as needed.
  • Identify opportunities to enhance the client experience through effective communication and service.
  • Stay current on insurance product offerings, market trends, regulatory changes, and competitor activity.
  • Follow regulatory guidelines and internal policies while ensuring no advisory services are provided.
  • Accurately document all client interactions in accordance with compliance standards and audit requirements.
  • Uphold organizational values and maintain integrity and professionalism in every client interaction.

Desired Qualifications

  • Previous experience in customer service, sales, or contact center environments.
  • Experience in customer retention and complaint resolution.

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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