Spécialiste bilingue, Services des prêts, cartes de crédit / Bilingual Specialist, Credit Card Lending
Core
Bilingual specialist providing credit and lending sales and service to BMO customers, advising on borrowing strategies and managing transactional outcomes.
Role type
Bilingual credit card lending specialist
Builds
Personal banking and lending products for retail customers
Domain
Retail banking / Credit lending
Required skills
Knowledge of personal lending and home financing products, Knowledge of contact centre operational processes, Knowledge of call centre technology, Verbal and written communication, Analytical and problem solving, Organization, Collaboration and team skills
Preferred skills
Post-secondary degree in related field, Term Investment Qualified
Technologies
Call centre technology
Responsibilities
Understands customer needs and provides credit and lending-related sales and service, Advises customers on borrowing strategies and products, Fulfills sales and service activities in accordance with approved procedures, Identifies and makes referrals to other business groups, Manages all transactional outcomes of customer contacts, Escalates complex or unresolved customer situations, Performs required documentation to ensure accurate processing, Maintains current knowledge of personal banking and lending products, Researches and investigates lending applications, Handles customer contacts in an informed and professional manner, Integrates marketing promotions into customer conversations, Maintains confidentiality of customer and Bank information, Identifies and reports suspicious patterns of activity related to money laundering, Adheres to regulatory and compliance requirements, Makes credit decisions or recommendations in accordance with sound credit-granting principles, Uses authorized credit qualifications, Completes complex and diverse tasks within given rules and limits, Analyzes issues and determines next steps, Takes measured risks while protecting the bank
Seniority
Mid-level, individual contributor