Advise BMO customers on personal lending products and borrowing strategies while delivering professional bilingual service through available customer channels. Make recommendations aligned with customer objectives.

This specialist role focuses on understanding needs, providing lending-related sales and service, and fulfilling requests under approved procedures. You will maintain product knowledge, integrate relevant promotions, and identify referrals to other business groups. Regulatory compliance remains central to every customer interaction.

Key Responsibilities:

- Recommend products supporting customers’ borrowing objectives
- Maintain current knowledge of lending practices and trends
- Integrate appropriate marketing promotions into conversations




- Identify referrals to other business groups
- Protect confidential customer and Bank information

Requirements:

- Two to three years of relevant experience typically
- Knowledge of personal banking and lending products
- Knowledge of competitive marketplace and product offering trends
- Positive verbal and written communication skills
- Term Investment Qualified status as required

Bring bilingual communication, personal lending knowledge, and customer-focused advice to BMO’s borrowing conversations and service activities.

📌 Personal Lending Advisor Bilingual (British Columbia)
🏢 BMO
📍 British Columbia