Spécialiste Prêts & Cartes — Conseil Bancaire Expert

BMO; Nova Scotia; Presencial; CAD 41 000 - 80 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Resumo da oferta

BMO is seeking a customer-focused Banking Associate in Canada to advise on borrowing strategies and provide credit and lending-related sales and service.

You will analyze customer needs, handle complex inquiries, and coordinate with internal groups while maintaining compliance and confidentiality.

The role includes training junior associates, promoting products, and delivering a consistent customer experience across channels.

Qualificações

• 2–3 years of relevant experience and post-secondary degree desirable.
• Knowledge of personal lending and home financing products.
• Knowledge of call centre processes, policies and technology.
• Strong verbal and written communication skills.

Responsabilidades

• Understand customer needs and provide credit and lending advice.
• Handle sales and service activities per approved procedures.
• Refer customers to other business groups when needed.
• Document requests accurately and maintain confidentiality.
• Escalate complex issues to managers as required.
• Comply with AML, FCAC, and Privacy Act provisions.

Conhecimentos

Credit knowledge

Lending knowledge

Financial advice

Communication skills

Analytical thinking

Formação académica

Post-secondary degree or equivalent

Ferramentas

CRM systems

Financial calculators

Descrição da oferta de emprego

BMO is seeking a customer-focused Banking Associate in Canada to advise on borrowing strategies and provide credit and lending-related sales and service.

You will analyze customer needs, handle complex inquiries, and coordinate with internal groups while maintaining compliance and confidentiality.

The role includes training junior associates, promoting products, and delivering a consistent customer experience across channels.