Retail Banking Sales & Service

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. Integrates marketing promotions and programs into customer conversations when appropriate. Probes to understand customer needs and provides advice related to personal banking and lending strategies in the best interests of the customer. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations in a professional manner. Collaborates with internal and external stakeholders in order to deliver on business objectives. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Adheres to regulatory and compliance requirements.