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ADAPTED_NOW

Account Specialist

Probes to understand customer needs and provides advice related to payments and overall collections strategies in the best interests of the customer. Solutions range from various loan modification options to liquidation for borrowers with delinquent and high risk loans in order to offer default / foreclosure alternatives and minimize losses.

Salary

ACTIVE

YEAR

<div><div><div><div><div><div><div><div><div><div><div><div><div><div><p style="text-align:left">Application Deadline:</p></div></div></div></div></div></div></div></div></div></div></div></div></div></div>05/30/2025<p style="text-align:inherit"/><p style="text-align:inherit"/><p style="text-align:left">Address:</p>VIRTUAL(R)61 - REMOTE/TELETRAVAIL - QC - BMO<p style="text-align:inherit"/><p style="text-align:inherit"/><div><div><div><div><div><div><div><p style="text-align:left">Job Family Group:</p></div></div></div></div></div></div></div>Customer Shared Services<p style="text-align:inherit"/><p style="text-align:inherit"/><p>** 7 week Training attendance is mandatory.<br/>**Work shifts from Monday to Friday, including Saturdays and Sundays.</p><p style="text-align:inherit"/><p style="text-align:inherit"/><p>Collaborates in the review and evaluation of delinquent, high risk, or written-off accounts for possible collections opportunities. Understands customer needs and provides collections-related sales and service to BMO customers or prospects. Advises customers on payment strategies and products that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Support areas may include, but are not limited to, coaching and training, quality audits, vendor management and credit collection disputes.</p><ul><li>Delivers exceptional customer service that builds trust through expertise, responsive service and support.</li><li>Develops rapport and instils confidence with clients in order to develop credibility and earn their trust as relationship manager.</li><li>Develops and maintains long-term, profitable relationships and expands share of wallet.</li><li>Executes established loss mitigation processes/procedures for the resolution of non-performing and high risk accounts.</li><li>Handles incoming calls in an informed, professional, and efficient manner.</li><li>Probes to understand customer needs and provides advice related to payments and overall collections strategies in the best interests of the customer.</li><li>Sends out client communications, processes transactions and interacts with internal stakeholders to ensure customer needs are met.</li><li>Integrates marketing promotions and programs into customer conversations as appropriate.</li><li>Analyzes data and information to provide insights and recommendations.</li><li>Manages all transactions related to customer calls or refers to appropriate internal business groups.</li><li>Escalates complex or unresolved customer situations to managers as required.</li><li>Completes required documentation to ensure customer’s requests are accurately processed.</li><li>Organizes work information to ensure accuracy and completeness.</li><li>Collaborates in efficient functioning of collections life cycle. Includes participating in the execution of established loss mitigation solutions for the successful resolution of non-performing and high risk accounts. Solutions range from various loan modification options to liquidation for borrowers with delinquent and high risk loans in order to offer default / foreclosure alternatives and minimize losses.</li><li>Delivers exceptional customer service that builds trust through expertise, responsive service and support.</li><li>Follows documented policies and procedures to execute transactions, activities and processes.</li><li>Keeps abreast of needs of the Collections departments. Identifies and makes referrals to other business groups as needed.</li><li>Maintains current knowledge of collections strategies, practices, and trends and integrates into customer conversations in a professional manner.</li><li>Maintains the confidentiality of customer and Bank information.</li><li>Supports continuous improvement initiatives by identifying and implementing changes to make processes more effective and efficient.</li><li>Develops and maintains awareness of industry trends and best practices and the regulatory environment as it relates to collections products and services.</li><li>Completes complex & diverse tasks within given rules/limits.</li><li>Analyzes issues and determines next steps; escalates as required.</li><li>Broader work or accountabilities may be assigned as needed.<p/></li></ul><p><b>Qualifications:</b></p><ul><li>Typically between 1 – 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.</li><li>Working knowledge of federal, state/provincial and local laws pertaining to Consumer Collections and functional area.</li><li>Knowledge of BMO products and services.</li><li>Knowledge of competitive marketplace and trends in product offerings.</li><li>Basic specialized knowledge.</li><li>Verbal & written communication skills - Good.</li><li>Organization skills - Good.</li><li>Collaboration & team skills - Good.</li><li>Analytical and problem solving skills - Good.</li></ul><div><div><div><div><div><div><div><p style="text-align:inherit"/><p style="text-align:left"><b>Salary</b><b>:</b></p></div></div></div></div></div></div></div>$33,850.00 - $49,500.00<p style="text-align:inherit"/><div><div><div><div><div><div><div><p style="text-align:left"><b>Pay Type: </b></p></div></div></div></div></div></div></div>Salaried<p style="text-align:inherit"/><p style="text-align:left">The above represents BMO Financial Group’s pay range and type.</p><p style="text-align:inherit"/><p style="text-align:left">Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.</p><p style="text-align:inherit"/><p style="text-align:left">BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards</p><p style="text-align:inherit"/><p style="text-align:inherit"/><p><b>About Us</b></p><p/><p>At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.</p><p/><p>As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.</p><p/><p>To find out more visit us at https://jobs.bmo.com/ca/en.</p><p/><p>BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.</p><p/><p>Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.</p>

BMO Financial

Bilingual Account Specialist, Early Stage Collections (Remote/Hybrid)

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pxappcastusd

Tax Specialist

OverviewIntuit est la plateforme technologique financière mondiale qui favorise la prospérité des personnes et des communautés que nous servons. Avec environ 100 millions de clients dans le monde utilisant des produits tels que TurboImpôt, Credit Karma, QuickBooks et Mailchimp, nous croyons que tout le monde devrait avoir la ...

KBSkills

HOUR

<h2>Overview</h2><p style="margin-top:13.75pt;border:none">Intuit est la plateforme technologique financière mondiale qui favorise la prospérité <strong>des</strong> personnes et <strong>des </strong>communautés que nous servons. Avec environ 100 millions de clients dans le monde utilisant des produits tels que <strong>TurboImpôt</strong>, Credit Karma, QuickBooks et Mailchimp, nous croyons que tout le monde devrait avoir la possibilité de prospérer. Nous ne cessons jamais de travailler pour trouver de nouvelles façons <strong>innovantes</strong> de rendre cela possible.</p><p style="margin-top:13.75pt;border:none">Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. With approximately 100 million customers worldwide using products such as TurboTax, Credit Karma, QuickBooks, and Mailchimp, we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible.</p><div id="job-qualifications"><h2>What you'll bring</h2><ul><li style="margin-top:0pt;margin-bottom:8pt"> En tant qu'expert en impôts, vous avez un minimum de <strong>deux (2)</strong> ans d'expérience rémunérée en préparation d'impôts professionnels.</li><li>Il vous sera demandé de fournir votre <strong>identifiant de représentant (RepID) de l’ARC</strong> pour permettre votre utilisation du service Représenter un client de l'ARC lors de votre intégration réussie.</li><li style="margin-top:0pt;margin-bottom:8pt"> Vous avez de l'expérience dans l'utilisation de logiciels fiscaux professionnels pour préparer et produire des déclarations de revenus personnelles, y compris celles avec des éléments complexes tels que l'emploi, le travail indépendant, les revenus locatifs, les investissements, les formulaires T1135, les revenus étrangers et divers crédits et déductions.</li><li style="margin-top:0pt;margin-bottom:8pt"> Vous êtes passionné par l'idée d'aider les clients à naviguer dans les complexités de la fiscalité et vous vous engagez à améliorer notre marque en ravissant nos clients et en leur donnant les moyens de préparer leurs impôts.</li><li style="margin-top:0pt;margin-bottom:8pt"> Vous possédez d'excellentes compétences en service à la clientèle et vous êtes ravi d'interagir avec les clients via des outils vidéo et audio <strong>de manière</strong> professionnelle, amicale et confiante.</li><li style="margin-top:0pt;margin-bottom:8pt"> Vous devez être disposé et disponible à travailler selon un horaire flexible avec un minimum de <strong>vingt (20)</strong> heures par semaine.</li></ul><p style="margin-top:8pt;margin-bottom:0pt"><strong>Qualifications complémentaires :</strong></p><ul><li style="margin-top:0pt;margin-bottom:8pt"> Expérience dans la préparation de déclarations d'impôts <strong>de sociétés</strong> (T2).</li><li style="margin-top:0pt;margin-bottom:8pt"> Expérience dans la préparation <strong>de</strong> déclarations d'impôts du Québec (TP1).</li></ul><p style="margin-top:8pt;margin-bottom:0pt"><strong>Compétences et aptitudes :</strong></p><ul><li style="margin-top:0pt;margin-bottom:8pt"><strong>Expertise fiscale</strong> – Démontre une compréhension fondamentale des lois et des concepts fiscaux. <strong>Capacité </strong>avérée à rechercher des opportunités d'apprentissage supplémentaires pour accroître les connaissances et se renseigner sur les changements d'une année à l'autre.</li><li style="margin-top:0pt;margin-bottom:8pt"><strong>Communication efficace</strong> – Utilise des compétences en communication écrite et verbale pour fournir un service de qualité lors des échanges avec les clients. Pratique l'écoute active pour développer l'empathie et comprendre les points de difficulté des clients.</li><li style="margin-top:0pt;margin-bottom:8pt"><strong>Résolution de problèmes complexes</strong> – Démontre un engagement à comprendre les problèmes des clients, à tirer parti des outils et des ressources pour assumer une responsabilité totale et résoudre ou <strong>escalader</strong> le cas échéant, pour un soutien supplémentaire en temps opportun.</li><li style="margin-top:0pt;margin-bottom:8pt"><strong>Recherche / Ingéniosité</strong> – Démontre de la curiosité et un intérêt pour l'apprentissage continu. Suit avec confiance les procédures et recherche des ressources pour fournir des solutions appropriées à tous les clients.</li><li style="margin-top:0pt;margin-bottom:8pt"><strong>Compétence technique</strong> – Montre un intérêt à se familiariser avec les outils nécessaires pour le rôle et démontre une capacité de base à dépanner les problèmes.</li></ul><p style="margin-bottom:9pt">Intuit offre un programme de rémunération concurrentiel basé sur une approche de récompense liée à la performance. L’échelle salariale de base prévue pour ce poste est de 24,50 $/heure à 33,50 $/heure à l’Î.-P.-É., 24,50 $/heure à 33,50 $/heure en C.-B., et 24,50 $/heure à 33,50 $/heure en Nouvelle-Écosse. Ce poste est admissible à une prime en argent, à des récompenses en actions ainsi qu’à des avantages sociaux, conformément à nos régimes et programmes applicables (voir plus de détails sur notre rémunération et nos avantages à Intuit® : Carrières | Avantages sociaux). La rémunération offerte est établie en fonction de facteurs tels que les connaissances liées au poste, les compétences, l’expérience et le lieu de travail. Afin d’assurer l’équité salariale de façon continue, Intuit effectue des comparaisons régulières selon les catégories d’origine ethnique et de genre.</p><p style="margin:0px"> </p><ul style="margin-top:0;margin-bottom:0"><li style="font-size:11pt;font-family:'avenir next for intuit' , sans-serif;color:#000000;font-weight:400">As a Tax Expert, you have a minimum of 2+ years of paid professional tax preparation experience.</li><li><ul style="margin-top:0;margin-bottom:0"><li style="font-size:11pt;font-family:'avenir next for intuit' , sans-serif;color:#000000;font-weight:400">You will be asked to provide your CRA RepID (representative identifier) to allow your use of the CRA Represent a Client service upon successful onboarding.</li></ul></li><li style="font-size:11pt;font-family:'avenir next for intuit' , sans-serif;color:#000000;font-weight:400">You have experience utilizing professional tax software to prepare and file personal tax returns, including those with complex elements such as employment, self-employment, rental income, investments, T1135 forms, foreign income, and various credits and deductions.</li><li style="font-size:11pt;font-family:'avenir next for intuit' , sans-serif;color:#1f1f1f;font-weight:400">You are passionate about helping clients navigate the complexities of taxation, and you’re committed to enhancing our brand by delighting our customers and empowering them to prepare their taxes.</li><li style="font-size:11pt;font-family:'avenir next for intuit' , sans-serif;color:#1f1f1f;font-weight:400">You possess excellent customer service skills, and you are excited to interact with customers through video and audio tools in a professional, friendly, and confident manner.</li><li style="font-size:11pt;font-family:'avenir next for intuit' , sans-serif;color:#000000;font-weight:400">You must be willing and available to work a flexible schedule with a minimum of 20 hours per week.</li></ul><p style="margin:0px"> </p><p style="margin-right:4.79693603515625pt;margin-top:0pt;margin-bottom:0pt"><strong>Asset Qualifications:</strong></p><ul style="margin-top:0;margin-bottom:0"><li style="font-size:11pt;font-family:'avenir next for intuit' , sans-serif;color:#000000;font-weight:400">Experience preparing Business Tax (T2) Returns.</li><li style="font-size:11pt;font-family:'avenir next for intuit' , sans-serif;color:#000000;font-weight:400">Experience preparing Quebec Tax  (TP1) Returns.</li></ul><p style="margin:0px"> </p><p style="margin-right:4.79693603515625pt;margin-top:0pt;margin-bottom:0pt"><strong>Skills & Abilities:</strong></p><ul style="margin-top:0;margin-bottom:0"><li style="font-size:11pt;font-family:'avenir next for intuit' , sans-serif;color:#000000;font-weight:400">Tax Expertise - Demonstrates a fundamental understanding of tax laws and concepts. Proven ability to seek out additional learning opportunities to increase knowledge and learn about year-over-year changes.</li><li style="font-size:11pt;font-family:'avenir next for intuit' , sans-serif;color:#000000;font-weight:400">Effective Communication - Uses written and verbal communication skills to provide quality service when speaking with customers. Practices active listening to develop empathy and understand customer pain points. </li><li style="font-size:11pt;font-family:'avenir next for intuit' , sans-serif;color:#000000;font-weight:400">Complex Problem Solving - Demonstrates commitment to understanding customer problems, leveraging tools and resources to take extreme ownership and solve or escalate as appropriate for additional support in a timely manner.</li><li style="font-size:11pt;font-family:'avenir next for intuit' , sans-serif;color:#000000;font-weight:400">Research / Resourcefulness - Demonstrates curiosity and interest in continuous learning. Confidently follows procedures and looks for resources to deliver suitable solutions for all customers.</li><li style="font-size:11pt;font-family:'avenir next for intuit' , sans-serif;color:#000000;font-weight:400">Technical Acumen - Shows interest in learning about the tools needed for the role and demonstrates basic ability to troubleshoot issues. <u></u>Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is PEI $24.50/hour - $33.50/hour, BC $24.50/hour - $33.50/hour, Nova Scotia $24.50/hour - $33.50/hour This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.</li></ul></div><div id="job-responsibilities"><h2>How you will lead</h2><ul><li>Dans ce rôle, vous aiderez nos clients à remplir leurs <strong>déclarations de revenus</strong> en utilisant les produits Intuit <strong>TurboImpôt</strong>. En fournissant des conseils fiscaux et en examinant les déclarations de revenus personnelles des clients qui remplissent eux-mêmes leur déclaration de revenus, en préparant des déclarations de revenus complètes et en gérant les demandes de produits/logiciels, vous travaillerez à accélérer notre objectif de favoriser la prospérité dans le monde entier.</li><li> Vous utiliserez les sites Web gouvernementaux, les ressources professionnelles et l'expertise de l'équipe pour rechercher et fournir la bonne réponse au client dans des termes <strong>qu’il comprendra</strong>.</li><li>• Il s'agit d'un rôle virtuel en contact avec la clientèle, vous utiliserez donc notre logiciel de communication vidéo <strong>de pointe</strong> pour interagir avec les clients et vous documenterez vos interactions pour conserver des <strong>dossiers</strong> précis.</li></ul><p style="margin:0px"> </p><ul><li>In this role, you will help our customers complete their taxes using Intuit TurboTax products. By providing tax guidance and reviewing personal tax returns for customers completing their tax return on their own, full service return preparation, and managing product/software inquiries, you will be working toward accelerating our goal of Powering Prosperity Around the World.</li><li style="font-size:11pt;font-family:'avenir next for intuit' , sans-serif;color:#000000;font-weight:400">You will utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer in terms they will understand.</li><li style="font-size:11pt;font-family:'avenir next for intuit' , sans-serif;color:#000000;font-weight:400">This is a virtual, customer-facing role, so you will use our state of the art video communication software to interact with customers, and you will document your interactions to maintain accurate records. </li></ul></div>

Intuit

Seasonal French Bilingual Tax Expert- Canada Remote

Analyse de la réglementation

Archivage

Augmentation des revenus

Avantages sociaux

Compétence rédactionnelle

Documentation

Droit fiscal

Déclaration fiscale

Finance

Fiscalité

Français courant

Impôt

Impôt sur les sociétés

Intuit Quickbooks

Location

Logiciel de télécommunications

Logiciel fiscal

MailChimp

Maintenance et réparation

Panne client

Protocole de recherche

Résolution de problème

Service / Support client

Service public

Site Internet

Taxe

Troubleshooting

Vidéocommunication

TMP PX

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