Use personal banking and lending expertise to advise BMO customers at 3880 No 3 Road, Unit 100. Deliver responsive sales and service support.

As a Personal Banking Associate, you provide credit and lending advice aligned with customer objectives. You fulfill approved sales and service activities, identify referrals, and manage transactional outcomes from customer calls. The position requires knowledge of personal banking products, contact centre processes, and lending strategies.

Key Responsibilities:

- Probe customer needs and recommend personal banking lending strategies
- Handle incoming calls professionally, efficiently, and with informed support
- Process customer requests accurately under approved procedures




- Refer needs to appropriate internal business groups
- Escalate complex or unresolved customer situations as required

Requirements:

- Typically one to two years of relevant experience
- Post-secondary degree in a related field desirable
- Knowledge of personal banking products and marketplace trends
- Positive verbal, written, organization, and collaboration skills
- Good analytical and problem-solving skills

Bring lending advice, customer service, and transactional expertise to BMO’s personal banking sales and service team.

📌 Personal Banking Lending Associate (Richmond)
🏢 BMO
📍 Richmond