Associate, Cards Security
Core
Associate providing credit and lending-related sales and service to BMO customers, advising on borrowing strategies and handling transactional outcomes.
Role type
Associate, Cards Security (Retail Banking Sales & Service)
Builds
Personal banking and lending products for BMO customers
Domain
Retail Banking / Credit & Lending
Required skills
Personal lending knowledge, Home financing knowledge, Contact centre operational processes, Call centre technology, Verbal communication, Written communication, Organization, Collaboration
Preferred skills
None stated
Technologies
Call centre technology
Responsibilities
Probe customer needs and provide advice on personal banking and borrowing strategies, Manage transactional outcomes of customer contacts, Escalate complex or unresolved customer situations, Perform required documentation for customer requests, Maintain knowledge of personal banking and lending products, Research and investigate lending applications, Handle customer contacts professionally, Integrate marketing promotions into conversations, Maintain confidentiality of customer and Bank information, Identify and report suspicious patterns related to money laundering, Adhere to regulatory and compliance requirements (AML, FCAC, Privacy Act), Make credit decisions or recommendations in compliance with Bank Policy, Complete standardized tasks under supervision, Perform initial problem solving within given rules/limits
Seniority
Associate (Entry-level to early career)