Bilingual Personal Lending & Credit Advisor

BMO; Prince Edward Island; On-site; CAD 41,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group seeks a customer-focused banking professional in Canada to deliver credit and lending-related sales and service. You will advise clients on borrowing strategies, present appropriate products, and manage transactional outcomes in line with policy, while maintaining compliance and confidentiality.

Training and escalation support may be provided as needed. The role emphasizes understanding customer needs, cross-selling within approved procedures, and maintaining knowledge of

Qualifications

• Verbal and written communication skills are required.
• Organization skills are essential for handling multiple tasks.
• Collaboration and teamwork are needed to work with internal groups.
• Analytical and problem-solving abilities are important for lending issues.
• Knowledge of personal lending products is required.
• Knowledge of home financing products is required.

Responsibilities

• Understand customer needs and provide credit and lending-related guidance.
• Advise customers on borrowing strategies and suitable products.
• Handle customer interactions and ensure accurate processing of requests.

Skills

Verbal & written communication

Organization skills

Collaboration & team skills

Analytical & problem solving

Knowledge of personal lending

Knowledge of home financing products

Education

Post-secondary degree in related field

Tools

Call centre technology

Job description

BMO Financial Group seeks a customer-focused banking professional in Canada to deliver credit and lending-related sales and service. You will advise clients on borrowing strategies, present appropriate products, and manage transactional outcomes in line with policy, while maintaining compliance and confidentiality.

Training and escalation support may be provided as needed. The role emphasizes understanding customer needs, cross-selling within approved procedures, and maintaining knowledge of