Job description
Understands customer needs and provides credit and lending-related sales and service to BMO customers or prospects. Advises customers on lending/credit strategies and products that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed.Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.Ensures alignment between values and behaviour that fosters diversity and inclusion.Regularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.Attracts, retains, and enables the career development of top talent.Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.Adjudicates loan applications within discretionary lending limits in real time.Integrates marketing promotions and programs into customer conversations when appropriate.Delivers exceptional customer service that builds trust through expertise, providing responsive service and support.Develops and maintains long-term, profitable relationships and expands our share of wallet with portfolios.Probes to understand customer needs and provides advice related to personal banking and lending strategies in the best interests of the customer.Contacts the customer to obtain the necessary information to manage their application and ensure the customer is aware at all times of the status/result of the credit application.
Responsibilities & skills
Education
Knowledge of contact centre operational processes and policies - In-depth.Knowledge of call centre technology, processes and metrics - In-depth.If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.
Experience
Typically between 3 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Ready to apply?
Sign in and make sure your profile and resume are up to date.