Remote Bilingual Credit and Lending Specialist

BMO; United States; A distancia; USD 41.000 - 80.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Descripción de la vacante

BMO Financial Group is hiring a Customer Banking Advisor to understand customer needs and offer credit and lending solutions. You’ll advise on borrowing strategies and guide customers through transactions across channels to meet business goals.

With typically 2–3 years of related experience, you’ll use product knowledge to support customers while adhering to compliance and risk policies. Remote options may apply in the U.S., with ongoing training and benefits.

Formación

• Typically 2–3 years of relevant experience and a post-secondary degree in a related field is desirable.
• Knowledge of personal lending and home financing products.
• Knowledge of call centre processes, metrics and regulatory requirements.

Responsabilidades

• Understands customer needs and provides credit and lending-related sales and service.
• Advises customers on borrowing strategies and products.
• May train and coach junior associates as needed.
• Handles customer contacts professionally and escalates complex cases as required.

Conocimientos

Credit knowledge

Customer service

Financial guidance

Communication

Educación

Post-secondary degree in related field

Descripción del empleo

BMO Financial Group is hiring a Customer Banking Advisor to understand customer needs and offer credit and lending solutions. You’ll advise on borrowing strategies and guide customers through transactions across channels to meet business goals.

With typically 2–3 years of related experience, you’ll use product knowledge to support customers while adhering to compliance and risk policies. Remote options may apply in the U.S., with ongoing training and benefits.