09 Nov
|
BMO
|
British Columbia
09 Nov
BMO
British Columbia
Advise BMO customers on personal lending products and borrowing strategies while delivering skilled 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
Good 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.
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📌 Personal Lending Advisor Bilingual (British Columbia)
🏢 BMO
📍 British Columbia