Remote (Global) Full-time

Bank of Montreal (BMO Financial Group) is hiring a Trilingual Remote Personal Lending Specialist, Asian Market Team, Mandarin & Cantonese

About the Role

Application Deadline: 12/23/2025 Address: VIRTUAL(R)59 - REMOTE/TELETRAVAIL - ON - BMO Job Family Group: Retail Banking Sales & Service Comprehends client requirements and delivers credit and lending-related support to BMO clientele or potential customers. Guides customers on borrowing methodologies and financial products aligned with their goals. Executes sales and service activities for clients per approved protocols. Identifies and refers to alternative business units. Operates through multiple channels based on market demands to deliver exceptional customer experience and achieve organizational objectives. • Could potentially provide mentorship and guidance to junior team members as necessary. • Explores customer needs and offers guidance regarding personal banking and borrowing strategies prioritizing customer interests. • Manages transactional outcomes of client interactions or redirects to appropriate internal departments. • Elevates intricate or unresolved customer scenarios to leadership when required. • Completes necessary documentation ensuring accurate processing of client requests. • Maintains updated knowledge of personal banking and lending products, practices, and industry trends, integrating professionally into client discussions. • May investigate and analyze lending applications following established protocols. • Manages client interactions with expertise, professionalism, and efficiency. • Incorporates marketing initiatives and programs into client conversations when appropriate. • Preserves confidentiality of customer and institutional information. • Recognizes and reports suspicious activity potentially linked to monetary misconduct. • Complies with regulatory and compliance standards, including Anti-Money Laundering regulations, Financial Consumer Agency of Canada requirements, and Privacy Act provisions. • Renders credit decisions/recommendations adhering to sound credit-granting principles and institutional policies. • Utilizes authorized credit qualifications to fulfill client requirements. • Completes complex and varied tasks within prescribed guidelines, potentially managing escalations from colleagues. • Evaluates challenges and determines subsequent actions. • Additional responsibilities may be assigned as organizational needs arise. Qualifications: • Typically 2-3 years relevant experience with post-secondary degree in related field preferred or equivalent combination of education and professional background. • Understanding of personal lending and home financing products. • Awareness of competitive marketplace and product offering trends. • Knowledge of contact center operational processes and policies. • Familiarity with call center technology, processes, and performance metrics. • Term Investment Qualification (as required). • Specialized expertise. • Verbal & written communication skills - Strong. • Organizational capabilities - Proficient. • Collaboration & teamwork skills - Excellent. • Analytical and problem-solving abilities - Robust. • Mandarin and Cantonese language proficiency mandatory. Salary: $36,600.00 - $67,500.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Required Skills
Customer ServiceCredit AnalysisFinancial Product KnowledgeMandarin LanguageCantonese LanguageSales StrategiesCompliance ManagementProblem SolvingCommunication SkillsRisk Assessment
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About company
Bank of Montreal (BMO Financial Group)

BMO is a financial services provider driven by a purpose to Boldly Grow the Good in business and life, creating lasting, positive change for customers, communities, and people.

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Job Details
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Posted 4 months ago