Associate - Credit Service Group
Core
Provides credit and lending-related sales and service to BMO customers, advising on borrowing strategies and fulfilling sales activities.
Role type
Associate - Credit Service Group (Retail Banking Sales & Service)
Builds
Personal banking and lending products for retail customers
Domain
Retail Banking / Credit Services
Deliverable
client delivery
Required skills
Personal lending knowledge, home financing knowledge, contact centre operational knowledge, credit decisioning, risk management application, regulatory compliance (AML/ATF/Privacy)
Preferred skills
Term Investment qualification, call centre technology knowledge, competitive marketplace knowledge
Technologies
Call centre technology
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, make credit decisions or recommendations in compliance with bank policy, identify and report suspicious activity related to money laundering, adhere to regulatory and compliance requirements including AML and Terrorist Financing reporting