Provide timely, accurate service and support to Private Bankers, Lending Specialists, and peers through the completion of credit (primarily) and non-credit related activities
Ensure timely and accurate set-up, maintenance and advance of lending products
Identify, diarize and monitor accounts for security renewals, registrations, overdrafts, and to meet compliance requirements
Identify opportunities to increase profitability, create capacity and reduce expenses
Recognize potential new business opportunities and refer/discuss them with the Relationship Manager (both within BPB and BMO as a whole)
Provide after sales support and handle exceptions tactfully, accurately and efficiently in accordance with Bank policy
● 职位要求：
本科学历或同等行业经验；
对个人和商业信贷及非信贷产品和服务有深入的了解；
具备共同基金/投资产品的工作知识；
具备BMO投资管理和信托产品及服务的知识；
银行从业经验(1-4年)。
● Requirements：
Undergraduate diploma or equivalent industry experience
Advanced knowledge of personal (primarily) and commercial credit and non-credit products and services
Working knowledge of mutual fund/investment products
Working knowledge of BMO Investment Management & Trust products and services