Job Description
The role involves:
- Understanding customer needs and providing advice on banking and borrowing strategies.
- Managing transactional outcomes and escalating complex customer situations.
- Maintaining knowledge of banking products and integrating marketing promotions where appropriate.
The responsibilities include:
- Performing required documentation for accurate processing of customer requests.
- Identifying and reporting suspicious patterns of activity.
- Adhering to regulatory and compliance requirements.
Additional aspects:
- Making credit decisions in accordance with credit-granting principles.
- Completing complex tasks within given rules and limits.
- Analyzing issues and determining next steps.
About BMO Financial Group
BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life and provides personal and commercial banking, wealth management and investment services.