Associate - Credit Service Group
Core
Provides credit and lending-related sales and service to BMO customers, advising on borrowing strategies and fulfilling sales activities across various channels.
Role type
Associate - Credit Service Group (Retail Banking Sales & Service)
Builds
Customer credit accounts and lending solutions for retail banking clients
Domain
Retail Banking / Personal Lending / Credit Services
Deliverable
client delivery
Required skills
Personal lending and home financing product knowledge, contact centre operational processes, call centre technology proficiency, credit decisioning principles, regulatory compliance (AML/FCAC/Privacy Act), risk management framework application
Preferred skills
Post-secondary degree in related field, knowledge of competitive marketplace trends, Term Investment qualification
Technologies
Call centre technology platforms
Responsibilities
Probe customer needs and provide advice on personal banking and borrowing strategies, manage transactional outcomes of customer contacts, perform documentation to ensure accurate processing, research and investigate lending applications, identify and report suspicious activity related to money laundering, make credit decisions in accordance with bank policy and procedures, escalate complex or unresolved situations to managers
Seniority
Entry-level to Junior (1-2 years experience)
