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. Works through various channels based on the market needs to deliver the desired customer experience and achieve overall business objectives. May provide training and coaching to junior associates as needed. Probes to understand customer needs and provides advice related to personal banking and borrowing strategies in the best interests of the customer. Manages all transactional outcomes of customer contacts or defers to appropriate internal business groups.



Escalates complex or unresolved customer situations to managers as required. Performs any required documentation to ensure customer’s requests are accurately processed. Maintains current knowledge of personal banking and lending products, practices, and trends and integrates into customer conversations in a professional manner. May research and investigate lending applications, following established processes. Handles customer contacts in an informed, professional, and effective manner. Integrates marketing promotions and programs into customer conversations, where appropriate. Maintains the confidentiality of customer and

📌 Spécialiste, Crédit Aux Particuliers (Quebec City)
🏢 BMO
📍 Quebec City