Personal Banking & Lending Advisor

Bank N.A.; Squamish; 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 is seeking a customer-focused professional in Canada to provide credit and lending-related sales and service to customers and prospects. You will advise on lending strategies, fulfill service activities, and ensure timely updates on credit applications while maintaining confidentiality and compliance.

Role emphasizes understanding customer needs, collaborating with internal teams, and adhering to regulatory requirements, including AML and FCAC provisions.

Qualifications

• Typically between 2-3 years of relevant experience and post-secondary degree in related field desirable or an equivalent combination of education and experience.
• 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.

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.
• Delivers exceptional customer service that builds trust through expertise, providing responsive service and support.
• Contacts the customer to obtain the necessary information to manage their application and ensure the customer is aware of the status of the credit application.
• Escalates complex or unresolved customer situations to managers as required.
• Maintains the confidentiality of customer and Bank information.

Skills

Customer service

Call center knowledge

Verbal & written communication

Analytical thinking

Collaboration

Education

Post-secondary degree in related field desirable

Job description

BMO Financial Group is seeking a customer-focused professional in Canada to provide credit and lending-related sales and service to customers and prospects. You will advise on lending strategies, fulfill service activities, and ensure timely updates on credit applications while maintaining confidentiality and compliance.

Role emphasizes understanding customer needs, collaborating with internal teams, and adhering to regulatory requirements, including AML and FCAC provisions.