- Identifies cross-selling opportunities
- Prepares business proposals for clients
- Participates in client meetings and documentation
- Assists with client communications
- Recommends workflow process improvements
- Ensures timely resolution of client inquiries
- Performs sales & service support activities as needed
- 4-6 years of relevant experience
- Bilingual in French and English
- Credit Qualification required
- Commercial Loan and Underwriting experience mandatory
- In-depth knowledge of credit products and processes
- Proficiency in personal and commercial credit products
- Strong communication, collaboration, and problem-solving skills
- Data driven decision making
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Commercial Lending Specialist - Montreal, Canada - BMO
Description
Job Description:
Provides top-notch customer service and portfolio management for lending services, supporting a team of Private Bankers. Offers expert advice for credit analysis, structuring, decisions, and portfolio monitoring. Identifies opportunities for cross-selling and prepares business proposals for clients. Participates in client meetings and assists with account opening documentation. Recommends process improvements for efficiency and service levels. Resolves client inquiries promptly and supports sales and service activities. Maintains detailed knowledge of private banking services and lending procedures.
Qualifications:
This position demands proficiency in English for interactions outside Quebec.
Compensation and Benefits:
$54,500.00 - $101,500.00
Pay Type:
Salaried
BMO Financial Group offers competitive compensation based on location, skills, experience, and qualifications. Benefits include health insurance, tuition reimbursement, and retirement savings plans. Visit the website for more information.
About BMO:
BMO is dedicated to creating positive change for customers, communities, and employees. Join a team that values your growth and impact. We provide the tools and support needed for professional development and success. Visit our website to learn more.
BMO is committed to fostering an inclusive and diverse workplace. Accommodations are available upon request. BMO does not accept unsolicited resumes from third parties.