BMO Associate advising customers on credit and lending strategies while managing service activities in a contact centre environment. Conducting sales activities and providing insights on personal banking products.
About the role
- Bilingual Commercial Funding Specialist providing customer service and portfolio management in lending services. Ensuring compliance in funding process and collaborating with specialists and managers.
Responsibilities
- Provides superior customer service and portfolio management
- Facilitates the funding process and ensures compliance with legal documentation
- Identifies and recommends workflow process alternatives
- Provides client sales & service support as required
- Monitors setup & maintenance of accounts and collateralization
Requirements
- Bilingualism in French and English
- Typically between 4 - 6 years of relevant experience
- Post-secondary degree in related field or equivalent combination of education and experience
- In-depth knowledge of personal and commercial credit and non-credit products
- Understanding of loan and security documentation
- Technical proficiency
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
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