Personal Banking Advisor – Lending & Services

BMO; New Brunswick; On-site; CAD 36,000 - 51,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Canada is seeking a customer-focused associate to provide credit and lending-related sales and service to customers. You will advise on lending strategies, fulfill service activities, and refer to other groups as needed.

The role requires bilingual English, Mandarin and Cantonese, and experience in a contact centre environment. Competitive pay and benefits are offered, with flexible Asian market hours.

Qualifications

• High school diploma or equivalent work experience.
• Must be fluent in written and spoken English, Mandarin & Cantonese.
• Must be comfortable working in a Contact Centre environment handling inbound calls.
• Knowledge of personal banking products.
• Knowledge of competitive marketplace and trends in product offerings.
• Knowledge of contact centre operational processes and policies.
• Knowledge of call centre technology, processes and metrics.
• Basic knowledge learned on the job.
• Verbal & written communication skills - Basic (in business environment).
• Organization skills - Basic (in business environment).Collaboration & team skills - Basic (in business environment).
• Shift: Asian Market hours: (must be fully flexible and able to work on Holidays).

Responsibilities

• Understands customer needs and provides credit and lending-related sales and service to BMO customers or prospects.
• Advises customers on lending/credit strategies and products that meet their objectives.
• Fulfills sales and service activities for the customer in accordance with approved procedures.
• Identifies and makes referrals to other business groups as needed.
• Integrates marketing promotions and programs into customer conversations when appropriate.
• Probes to understand customer needs and provides advice related to personal banking and lending strategies in the best interests of the customer.
• Escalates complex or unresolved customer situations to managers as required.
• Performs any required activities to ensure customer's requests are accurately processed.
• Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations in a professional manner.
• Collaborates with internal and external stakeholders in order to deliver on business objectives.

Skills

Fluent English

Mandarin

Cantonese

Contact centre experience

Personal banking knowledge

Education

High school diploma or equivalent

Tools

Call center technology

Job description

BMO Financial Group in Canada is seeking a customer-focused associate to provide credit and lending-related sales and service to customers. You will advise on lending strategies, fulfill service activities, and refer to other groups as needed.

The role requires bilingual English, Mandarin and Cantonese, and experience in a contact centre environment. Competitive pay and benefits are offered, with flexible Asian market hours.