Customer Service Representative

2 months ago


Lindsay, Canada BMO Financial Group Full time

16 William Street South Lindsay Ontario,K9V 3A4

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 o



  • Lindsay, Canada BMO Financial Group Full time

    16 William Street South Lindsay Ontario,K9V 3A4 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...


  • Lindsay, Canada Water Depot Full time

    Water Depot Lindsay is seeking a responsible individual to fill a part-time (15-20 hours per week) weekday and weekend customer service representative position. This is a great position for a mature individual who enjoys ensuring customer satisfaction, can take initiative and is able to multitask. The successful applicant must possess the ability to work...


  • Lindsay, Canada Water Depot Full time

    Water Depot Lindsay is seeking a responsible individual to fill a part-time (15-20 hours per week) weekday and weekend customer service representative position. This is a great position for a mature individual who enjoys ensuring customer satisfaction, can take initiative and is able to multitask. The successful applicant must possess the ability to work...


  • Lindsay, Canada Water Depot Full time

    Water Depot Lindsay is seeking a responsible individual to fill a part-time (15-20 hours per week) weekday and weekend customer service representative position. This is a great position for a mature individual who enjoys ensuring customer satisfaction, can take initiative and is able to multitask. The successful applicant must possess the ability to work...


  • Lindsay, Canada Water Depot Full time

    Water Depot Lindsay is seeking a responsible individual to fill a part-time (15-20 hours per week) weekday and weekend customer service representative position. This is a great position for a mature individual who enjoys ensuring customer satisfaction, can take initiative and is able to multitask. The successful applicant must possess the ability to work...


  • Lindsay, Canada Homestead Oxygen + Medical Equipment Inc. Full time

    Homestead Oxygen + Medical Equipment is a locally owned and operated company built on professional expertise and personal service. Homestead has been meeting the community’s medical equipment needs since 1997. **Homestead Oxygen + Medical Equipment is now accepting resumes for the following position**: **Customer Service Representative** The successful...


  • Lindsay, Canada Dot Communications Inc. Full time

    _**Customer Service Representative (CSR) (NOT A REMOTE POSITION)**_ - **Job Summary**:_ - **Responsibilities and Duties**_ - Answer phone calls related to internet, television and home phone service inquiries_ - Suggest applicable and relevant upsells to maximize sales and customer satisfaction_ - Develop an understanding of how our services operate and what...


  • Lindsay, Canada Dot Communications Inc. Full time

    _**Customer Service Representative (CSR) (NOT A REMOTE POSITION)**_ - **Job Summary**:_ - **Responsibilities and Duties**_ - Answer phone calls related to internet, television and home phone service inquiries_ - Suggest applicable and relevant upsells to maximize sales and customer satisfaction_ - Develop an understanding of how our services operate and what...


  • Lindsay, Canada Brooklin Concrete Full time

    _**Are you are looking for a dynamic company with opportunity for growth and development. Does your background include experience in either precast concrete or construction? Do you “own” the results of your work and do everything in your power to make sure your clients are satisfied with the results? If so, we may have a position that is a fit for...


  • Lindsay, Canada Brooklin Concrete Products Corp. Full time

    _**Are you are looking for a dynamic company with opportunity for growth and development? Does your background include experience in either precast concrete or construction or a strong B to B sales background? Do you “own” the results of your work and do everything in your power to make sure your clients are satisfied with the results? If so, we may have...


  • Lindsay, Canada Planet Fitness - Taymax Group Full time

    Lindsay 401 Kent Street W, Lindsay, ON K9V 4Z1, Canada It's fun to work in a company where people truly BELIEVE in what they're doing! - We're committed to bringing passion and customer focus to the business._ We are looking for a Member Services Representative to join our team! This position will be responsible for creating a positive member experience...


  • Lindsay, Canada Home Building Centre Lindsay Full time

    **Company description** The Home Building Centre Lindsay is a retail location for all building materials, lumber, paint, home improvement materials & custom build packages who strives to provide exceptional customer service to the community of Kawartha Lakes and beyond. **Job description** We are seeking a Customer Service Associate to join our team! You...


  • Lindsay, Canada Nedco Full time

    For 100 years, **Nedco** has been a cornerstone in the electrical industry. With branches across Canada, Nedco, a division of Rexel Canada Electrical Inc., is pleased to offer one stop shopping for a wide range of quality products such as communications, wire and cable, distribution, lighting, data, home integration and security. As an **Inside Sales...


  • Lindsay, Canada Nedco Full time

    For 100 years, **Nedco** has been a cornerstone in the electrical industry. With branches across Canada, Nedco, a division of Rexel Canada Electrical Inc., is pleased to offer one stop shopping for a wide range of quality products such as communications, wire and cable, distribution, lighting, data, home integration and security. As an **Inside Sales...


  • Lindsay, Canada Gravity Plumbing and Heating Full time

    We are looking for someone to join a very busy local business.. The hours are 8:00am - 4:30pm. The dispatcher acts a the first point of communication between the company and the customer. We are looking for an organized, outgoing person who can; answer the phones, schedule appointments, process client information, handling sensitive information in a...


  • Lindsay, Canada RDTS Full time

    **Are you looking for a manual job with flexible hours and a lot of autonomy? We have an opportunity for you!** **RDTS **is currently looking for a Merchandising Representative located in Lindsay, ON, to join our merchandising team. As such, your role is to merchandise and represent the products of different suppliers to various big-box stores in your...

  • Field Sales

    6 months ago


    Lindsay, Canada Xplore Inc. Full time

    We are looking for Field Sales & Marketing Representatives to join our team in this exciting new area of business. Working in a hybrid work environment and reporting into a Team Manager, Field Sales & Marketing, your primary responsibility is to generate sales and drive revenue growth for Xplore by promoting Xplore’s products and services directly to...


  • Lindsay, Canada Tribute Communities Full time

    **Sales Representative (Low-Rise)** Location: Lindsay The Company Tribute Communities is an award-winning builder with over 40 years’ experience who has built more than 40,000 homes and condominium suites across the GTA. Tribute has won many awards for our workmanship and dedication to service, but also for our business practices which were recognized...


  • Lindsay, Canada Lindsay Buick GMC Full time

    **About Lindsay Buick GMC Ltd.**: Lindsay Buick GMC Ltd. is a premier automotive dealership located in Ontario, dedicated to delivering exceptional service and customer satisfaction. With a commitment to excellence, we offer a comprehensive range of automotive services and are proud to represent the Buick and GMC brands. Our team is passionate about cars and...

  • Customer Service Clerk

    2 months ago


    Lindsay, Canada Lindsay Cleaners and Dyers Full time

    Education: Secondary (high) school graduation certificate - Experience: 1 year to less than 2 years **Tasks**: - Answer inquiries and provide information to customers - Issue receipts and other forms - Receive payments **Screening questions**: - Are you available for the advertised start date? - Do you currently reside in proximity to the advertised...