Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Renata Flor

Alliston,ON

Summary

Experienced Senior Banker delivers exceptional service to BMO clients and prospects. Provides advice and guidance regarding financial solutions. Skilled at helping customers and businesses meet financial needs by developing customized product and service solutions. Highly experienced lender with over 30 years of personal and small business lending experience.

Overview

26
26
years of professional experience

Work History

Senior Banker

BMO Bank Of Montreal
01.1998 - Current
  • Provide financial services and advice to customers including lending, investments and everyday banking.
  • Follows through on risk and compliance processes and procedures to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
  • Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and within the Bank's policies and procedures.

Education

Master Or Arts, Economics -

York University
Toronto, ON

Bachelor Of Arts -

McGill University
Montreal, QC

CFP - Certified Financial Planner Designation

Skills

  • Confidently assess complex personal and small business lending deals
  • Makes credit recommendations for in accordance with sound credit granting principles and within the Bank's policies and procedures
  • In-depth knowledge of customer solutions with a solid working knowledge of financial analysis
  • Works collaboratively with peers and partners to achieve objectives

Languages

English
Full Professional

Timeline

Senior Banker

BMO Bank Of Montreal
01.1998 - Current

Master Or Arts, Economics -

York University

Bachelor Of Arts -

McGill University

CFP - Certified Financial Planner Designation

Renata Flor