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Financial Services
The Investment Specialist provides wealth and investment-related services to BMO customers, advising on products, achieving sales targets, and maintaining knowledge of market trends while ensuring compliance with regulations.
Top Skills:
Canadian Securities Course (Csc)Ific CourseIiroc LicensedInvestment Knowledge
Reposted YesterdaySaved
Financial Services
Provide credit and lending-related sales and service to customers, advise on borrowing strategies, and fulfill transaction requests according to procedures while managing customer interactions professionally.
Reposted YesterdaySaved
Financial Services
Provide lending-related sales and services to BMO customers. Advise on borrowing strategies, manage transactions, and ensure compliance with financial regulations. Handle customer inquiries professionally and stay informed about products and market trends.
Reposted YesterdaySaved
Financial Services
As a Personal Lending Specialist, you will assist customers with credit and lending services, advise on borrowing strategies, and fulfill service activities. You may also provide training to junior staff and ensure compliance with banking regulations.
Financial Services
Assess complex medical, non-medical and financial risks for individual life insurance applications; negotiate reinsurance, ensure AML compliance, update systems, liaise with brokers, actuaries and medical specialists, and provide underwriting decisions within signing authority.
Financial Services
Lead and develop a team of ~16 high-risk collections agents in a blended inbound/outbound contact centre. Provide coaching, performance management, training, loss-mitigation, and data-driven decision-making. Manage complex escalations, ensure regulatory compliance, drive recovery strategies, produce reports/dashboards, and lead change initiatives to improve efficiency and effectiveness.
Top Skills:
Dialer
Financial Services
This role involves managing delinquent accounts, providing collections-related sales and service, and developing customer relationships. It requires analyzing data to inform payment strategies and executing loss mitigation processes.
Financial Services
The HVAR Collection agent will manage high-risk accounts, negotiate solutions for customers, assess risks, and implement debt collection practices while ensuring compliance with legal standards.
Top Skills:
Angular ToolEcpExcelMdifMS OfficeOptimizerStrataTsysWord
Financial Services
The High Value at Risk Collection agent manages sensitive customer accounts, effectively negotiating solutions while minimizing financial losses and maintaining good customer relations through communication and problem-solving skills.
Top Skills:
Angular ToolEcpExcelMdifMS OfficeOptimizerStrataTsysWord
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