Remote Personal Lending Advisor

Bank N.A.; Quebec; Hybrid; CAD 37,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group seeks an experienced banking professional to provide credit and lending-related sales and service to customers and prospects. You will advise on borrowing strategies and handle actions across channels to meet customer needs and business goals.

You will train and support teammates, maintain product knowledge, and ensure compliance with regulatory requirements while delivering a high-quality customer experience.

Qualifications

• 2-3 years of relevant experience and post-secondary degree desirable or equivalent combination of education and experience.
• Knowledge of personal lending and home financing 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.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Responsibilities

• Understands customer needs and provides credit and lending-related sales and service to BMO customers or prospects.
• Advises customers on borrowing 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.
• Handles customer contacts in an informed, professional, and efficient manner.
• Maintains current knowledge of personal banking and lending products, practices, and trends.
• Makes credit decisions / recommendations in accordance with sound credit-granting principles.

Job description

BMO Financial Group seeks an experienced banking professional to provide credit and lending-related sales and service to customers and prospects. You will advise on borrowing strategies and handle actions across channels to meet customer needs and business goals.

You will train and support teammates, maintain product knowledge, and ensure compliance with regulatory requirements while delivering a high-quality customer experience.