● 招聘公司:BMO Financial Group
● 公司简介:作为北美资产规模第八大的银行,超过1200万客户依赖我们的个人和商业银行、财富管理和投资服务。在加拿大、美国和全球各地,我们将继续建设、投资和变革,以推动为增长服务的业绩。 ● 招聘职位:私人银行信贷员 ● 职位类型:全职 ● 申请链接: 点击申请 ● 工作内容:
- 通过完成信贷和非信贷相关活动,及时、准确地向私人银行、贷款专员和同行提供服务和支持;
- 确保贷款产品的及时、准确的建立、维护和推进;
- 识别、记录和监管帐户的安全更新、注册、透支,并满足遵从性需求;
- 识别提高盈利能力、创造能力和减少费用的机会;
- 识别潜在的新业务机会,并与客户经理(包括BPB和BMO)进行讨论;
- 根据银行政策,提供售后服务支持,合理、准确、高效地处理异常情况。
- 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
- 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)。
- 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
- Banking industry experience (1-4 years)
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