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Financial Service Representative (Hybrid) - Outbound Calls - Bilingual
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Описание вакансии
Текст:
TL;DR
Financial Service Representative (Hybrid) - Outbound Calls - Bilingual (Banking/Client Service): Supporting clients through outbound calls by recommending financial products, understanding their needs, and resolving issues with an accent on bilingual French-English communication and client-focused service. Focus on developing meaningful client conversations, navigating multiple software applications, and delivering suitable financial solutions in a hybrid Agent@Home environment.
Location: Montréal, Quebec, Canada; hybrid Agent@Home arrangement with the ability to attend the primary location within two hours upon request
Company
is a relationship-oriented bank providing financial products and services for modern clients.
What you will do
- Make proactive outbound calls to clients about new and existing financial products.
- Understand clients’ financial needs through meaningful conversations and active listening.
- Recommend suitable financial solutions to help clients achieve their goals.
- Provide information and resolve client issues quickly.
- Maintain knowledge of products and campaigns while collaborating with colleagues.
Requirements
- Fluency in French and English to support business operations outside Quebec.
- Client-service, communication, and financial product knowledge.
- Ability to work independently with multiple software applications and dual monitors.
- Secure home workspace with a door, wired internet with at least 15 Mbps download and 10 Mbps upload speeds, and no satellite internet service.
- Ability to work from the Montréal area and attend the primary location within two hours when requested.
- Legal eligibility to work in Canada and, where applicable, a valid work or study permit.
Culture & Benefits
- Agent@Home work environment with expectations confirmed during the recruitment process.
- Flexible scheduling from Monday to Friday between 9:00 a.m. and 8:00 p.m., and Saturday from 10:00 a.m. to 6:00 p.m.
- Competitive compensation and banking benefits.
- Wellbeing support, employee and family assistance programs, and a points-based recognition program.
- Inclusive workplace with accessible candidate support.
Hiring process
- Assessment and skills testing may include simulations and a French proficiency test.
- Artificial intelligence tools may be used during recruitment.
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