Customer Service Representative

5 months ago

Vernon, Canada BMO Financial Group Full time

2806 32nd Street Vernon British Columbia,V1T 5L7

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.
- Identifies customer needs and initiates referrals to BMO colleagues.
- Supports customer requests for banking services, including handling transactions and supporting customers who walk into the branch.
- Welcomes customers warmly and meets their banking service and transactional needs with seamless execution.
- Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
- Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
- Contributes to meeting branch business results and the customer experience.
- Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).
- Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.
- Acts as a key member of a collaborative and versatile branch and market team.
- Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
- Organizes work information to ensure accuracy and completeness.
- Takes the initiative to find creative approaches that make each customer’s experience feel personal.
- Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
- Contributes to business results and the overall experience delivered in the branch.
- May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
- Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
- Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
- Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
- Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
- Complies with legal and regulatory requirements for the jurisdiction.
- Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
- Completes standardized tasks under supervision.
- Performs initial problem solving within given rules/limits & escalates when required.
- Broader work or accountabilities may be assigned as needed.** Qualifications**:

- No prior experience necessary; post-secondary degree or certification in related field of study is desirable.
- High-level knowledge of personal, commercial and partner offers, and how each can best serve customers’ individual needs.
- Projects a professional presence.
- Basic knowledge of specialized sales and business banking solutions to refer to specialists.
- Passionate commitment to helping customers.
- A focus on delivering a personal experience to customers.
- Resourceful self-starter with courage and confidence to approach customers.
- Readiness to collaborate and work in different capacities as part of a team.
- Strong interpersonal skills, including the ability to build rapport and connections with customers.
- An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
- Basic knowledge learned on the job.
- Verbal & written communication skills - Basic (in business environment).
- Organization skills - Basic (in business environment).
- Collaboration & team skills - Basic (in business environment).

**Salary**:
$33,850.00 - $43,500.00

**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.

**We’re here to help**

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

  • Customer Service Representative

    1 month ago

    Vernon, Canada BC Hydro Full time

    Job SummaryWe are seeking a highly skilled Customer Service Representative to join our team at BC Hydro. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our customers, responding to their inquiries and resolving their issues in a timely and professional manner.Key Responsibilities- Provide customer...

  • Customer Service Representative

    2 weeks ago

    Vernon, Canada BC Hydro Full time

    About This RoleWe are seeking a skilled Customer Service Representative to join our team at BC Hydro. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, responding to their inquiries and resolving their issues in a timely and professional manner.Key ResponsibilitiesProvide customer service...

  • Customer Service Representative

    1 month ago

    Vernon, British Columbia, Canada beBee Professionals Full time $25,000 - $35,000

    beBee Professionals in Vernon is looking for a Customer Service Representative to manage customer transactions and provide a positive shopping experience. As a Cashier, you will handle cash, credit, and debit payments, assist customers, and maintain a clean and organized checkout area.Responsibilities:Process customer purchases and handle cash, credit, and...

  • Customer Service Representative

    2 weeks ago

    Vernon, Canada Sussex Insurance Agency (Vernon) Full time

    Job DescriptionWe are seeking a skilled Customer Service Representative to join our team at Sussex Insurance Agency (Vernon). As a key member of our front-line staff, you will be responsible for providing exceptional service to our clients, ensuring their needs are met and exceeded. Your role will involve greeting visitors, directing them to the appropriate...

  • Customer Service Representative

    4 weeks ago

    Vernon, Canada BMO Full time

    Job Summary:We are seeking a highly skilled Customer Service Representative to join our team at BMO Financial Group. As a Customer Service Representative, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their individual...

  • Customer Service Representative

    4 weeks ago

    Vernon, Canada FloForm Countertops Full time

    About the RoleFloForm Countertops is seeking a skilled Customer Service Representative to join our team. As a key member of our customer-facing team, you will be responsible for providing exceptional service to our customers, ensuring their needs are met and exceeded.Key ResponsibilitiesAssist customers in person, by email, or over the phone to provide...

  • Customer Service Representative

    4 weeks ago

    Vernon, Canada Sussex Insurance Agency (Vernon) Full time

    We are seeking a highly organized and reliable Customer Service Representative to join our team at Sussex Insurance Agency (Vernon). The ideal candidate will have excellent communication skills and be able to provide exceptional customer service.Key Responsibilities:Greet clients and direct them to the appropriate contacts or service areas.Order office...

  • Customer Service Representative

    1 week ago

    Vernon, Canada Sussex Insurance Agency (Vernon) Full time

    About UsSussex Insurance Agency (Vernon) is a dynamic insurance agency dedicated to providing exceptional customer service and tailored solutions for our clients.Job OverviewWe are currently seeking a Customer Service Representative to join our team. As a key member of our front-line staff, you will be responsible for ensuring seamless communication with our...

  • Customer Service Representative

    4 weeks ago

    Vernon, Canada FLOFORM Full time

    Description Position at FloForm Countertops Required immediately, our Local Vernon Branch is seeking a Full-time Customer Service Representative to join the team!  With 16 branches and 5 manufacturing facilities located in the Pacific Northwest and Western Canada, FLOFORM Countertops manufactures, sells and installs over 20,000 premium surface...

  • Customer Service Representative

    4 weeks ago

    Vernon, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled Customer Service Representative to join our team at BMO Financial Group. As a key member of our branch team, you will be responsible for delivering exceptional customer service and support to our clients.Key ResponsibilitiesProvide personalized service to customers, identifying their needs and providing advice and...

  • Customer Relations Representative

    4 weeks ago

    Vernon, Canada Kaltire Full time

    Customer Relations RepresentativeWe are seeking a highly skilled Customer Relations Representative to join our team at Kal Tire. As a Customer Relations Representative, you will play a vital role in ensuring superior customer support.Key ResponsibilitiesCustomer Feedback: Manage diverse customer service inquiries with courtesy and professionalism, aiming to...

  • Customer Service Representative

    4 months ago

    Vernon, Canada HRPivot Full time

    Karen Kane is a well-established apparel brand that has been manufacturing women’s apparel for nearly 45 years. We're a certified B Corp brand and have experienced rapid growth in recent years through ecommerce while continuing to have successful long-lasting relationships with major stores like Nordstrom and Bloomingdale’s. From our start, our company...

  • Customer Service Representative

    1 month ago

    Vernon, British Columbia, Canada HRPivot Full time

    About Karen KaneKaren Kane is a renowned apparel brand with a rich history of manufacturing high-quality women's clothing for nearly 45 years. As a certified B Corp brand, we prioritize sustainability and social responsibility while driving rapid growth through ecommerce and strategic partnerships with major retailers.Job SummaryWe're seeking a highly...

  • Customer Service Representative

    4 weeks ago

    Vernon, Canada FloForm Countertops Full time

    Description Required immediately, our Local Vernon Branch is seeking a Full-time Customer Service Representative to join the team! With 16 branches and 5 manufacturing facilities located in the Pacific Northwest and Western Canada, FLOFORM Countertops manufactures, sells and installs over 20,000 premium surface countertops a year. Established in 1961,...

  • Customer Service Representative

    1 week ago

    Vernon, Canada Prestige Vernon Lodge Full time

    Prestige Vernon Lodge is seeking a motivated and organized Customer Service Representative to join our team. In this role, you will be responsible for ensuring exceptional guest experiences from arrival to departure.Job SummaryWe are looking for a Guest Service Agent who can register arriving guests, process group arrivals and departures, take and change...

  • Customer Relations Representative

    4 weeks ago

    Vernon, Canada Kaltire Full time

    Job Title: Customer Relations RepresentativeJob Summary:We are seeking a highly skilled Customer Relations Representative to join our team at Kal Tire. As a key member of our customer support team, you will be responsible for providing exceptional customer service and ensuring that our customers receive the highest level of support.Responsibilities:* Manage...

  • Customer Service Representative

    5 months ago

    Vernon, Canada Okanagan College Full time

    Position Information **Position Number** - P00316**Position Title** - Customer Service Representative - Campus Store (Vernon - On-Call)**Division/Portfolio** - Ancillary and Business Services**Department/Program** - Bookstore**Location** - Vernon**Other Flexible Work Options** **Your Opportunity** - Under the general supervision of the Retail Services...

  • Technical Service Representative

    1 month ago

    Vernon, Canada Best Buy Full time

    Are you passionate about working with people and technology? We are seeking a skilled Technical Service Representative to join our retail team at Best Buy.No experience required, we will equip you with the skills and knowledge to confidently assist our customers.As a Technical Service Representative, you will be responsible for creating an amazing customer...

  • Technical Service Representative

    4 weeks ago

    Vernon, Canada Best Buy Full time

    Are you passionate about delivering exceptional customer experiences and staying up-to-date with the latest technology trends? We're seeking a skilled Technical Service Representative to join our team at Best Buy.In this role, you'll be responsible for providing top-notch service and repair solutions to our customers, ensuring their satisfaction and...

  • Customer Service Representative

    4 weeks ago

    Vernon, Canada FLOFORM Full time

    About the RoleFLOFORM Countertops is seeking a skilled Customer Service Representative to join our team. As a key member of our sales and support team, you will be responsible for providing exceptional customer service, ensuring customer satisfaction, and driving sales growth.Key ResponsibilitiesAssist customers in person, by email, or on the telephone to...