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Business Banking Specialist
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Business Banking Specialist
BMO Financial Group
Nov 2024 - Present • 1 yr 7 mos
• Support 40+ business owners daily with lending, account services, and financial guidance • Analyze financial data to support credit and lending decisions, improving turnaround time • Resolve complex transaction issues across internal teams, reducing repeat escalations • Identify inefficiencies and contribute to process improvements saving businesses an estimated $10K+ annually • Ensure strict compliance with banking regulations while maintaining accurate financial records