Coaching Personal Lending Qualified - Home Equity (2024)
Issued by
BMO
Presented to leaders who have demonstrated coaching skills leading to banker success in having holistic customer conversations to align the right lending solutions to meet customers’ needs. They continued to coach their bankers in processing home equity applications accurately which results in better customer experiences and helping customers make real financial progress.
Skills
- Coaching
- Leadership
- Performance Management
- Personal Lending Expertise
Earning Criteria
-
Recipients of this badge have submitted a Home Equity application in the fiscal year; conducted coaching conversations that led all their bankers to achieve qualification for the Personal Lending Home Equity program; and received qualification approval from Market President.