Customer Service Representative

6 months ago

Oakville, Canada BMO Financial Group Full time

240 Leighland Ave, Unit 112b Oakville Ontario,L6H 3H6

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).

**Compensation and Benefits**:
$33,850.00 - $44,000.00

**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

  • Customer Service Representative

    6 months ago

    Oakville, Canada FLS Transportation Service Limited Full time

    FLS Transportation is actively searching for a Customer Service Representative for their Oakville, ON branch. The Customer Service Representative is an entry-level position providing operational support to Account Managers and Sales Executives. These activities include facilitating the day-to-day business needs of customer(s), responding to inquiries in a...

  • Customer Service Representative

    6 months ago

    Oakville, Canada Eric Gruscyk - Desjardins Insurance Agent Full time

    **Customer Service representative - Desjardins Agent Team Member**: Location: Oakville, ON Type: Full Time **Position Overview**: A successful Desjardins Agent is seeking a qualified professional to join their winning team for the role of customer service representative - Desjardins Agent Team Member. We seek an energetic professional interested in helping...

  • Customer Service Representative

    7 months ago

    Oakville, Canada Viva Recruiters Full time

    Job Summary: We are seeking a highly motivated and customer-oriented individual to join our team as a Customer Service Representative. As a Customer Service Representative, you will be responsible for providing exceptional service to our customers and ensuring their needs are met. This is a great opportunity for someone who enjoys working in a fast-paced...

  • Customer Service Representative

    6 months ago

    Oakville, Canada Viva Recruiters Full time

    Job Summary: We are seeking a highly motivated and customer-oriented individual to join our team as a Customer Service Representative. As a Customer Service Representative, you will be responsible for providing exceptional service to our customers and ensuring their needs are met. This is a great opportunity for someone who enjoys working in a fast-paced...

  • Customer service representative

    6 months ago

    Oakville, Canada Eric Gruscyk - Desjardins Insurance Agent Full time

    Customer Service representative -  Desjardins Agent Team Member Location: Oakville, ON Type: Full TimePosition Overview:A successful Desjardins Agent is seeking a qualified professional to join their winning team for the role of customer service representative - Desjardins Agent Team Member. We seek an energetic professional interested in helping our...

  • Customer Service Representative

    6 months ago

    Oakville, Canada in-lite Design Full time

    We are looking for a dynamic self motivated customer service specialist to join our established and growing company. As the Customer Service Representative for our premium outdoor lighting organization, you will be passionate about ensuring an unparalleled customer experience in the world of mid to high-end outdoor lighting. This role demands a professional...

  • Customer Service Representative

    6 months ago

    Oakville, Canada Fix Auto Oakville Full time

    The Customer Service Representative (CSR) is responsible for serving customers in person and via the telephone. The CSR is accountable for dealing with customer service, selling of services and processing transactions. CSR follows all procedures and policies when providing customer service. The CSR understands his/her role as brand ambassador and provides...

  • Customer Care Representative

    6 months ago

    Oakville, Canada Ministry of Public and Business Service Delivery Full time

    At ServiceOntario, we are committed to providing the citizens of Ontario with fast, friendly and easy access to Ontario government information and servicesonline, in person and by phone. Our vision is to make Government better through service excellence and innovation. Our Mission is to design and deliver excellent services and solutions and to champion...

  • Customer Service Representative

    6 months ago

    Oakville, Canada Essity Full time

    **Customer Service Representative** Essity is currently searching for a **Customer Service Representative**. **About the Role** This individual is responsible for providing timely and effective administrative support to customers, sales team, unit, or department follow established procedures and guidelines. We're looking for people who embody our values,...

  • Customer Service Representative

    4 months ago

    Oakville, Canada Essity Full time

    **Customer Service Representative** Essity is currently searching for a **Customer Service Representative**. **About the Role** This individual is responsible for providing timely and effective administrative support to customers, sales team, unit, or department follow established procedures and guidelines. We're looking for people who embody our values,...

  • Customer Service Representative

    6 months ago

    Oakville, Canada ASL Distribution Limited Full time

    ASL Distribution Services Limited is currently recruiting for a Customer Service Representative. **HOURS OF WORK**: 8am to 5pm **Responsibilities**: - Identify and analyze client orders in a timely fashion; - Answering customer calls - Investigating inquiries - Providing solutions to customer issues **KNOWLEDGE AND SKILLS REQUIRED**: - Previous...

  • Customer Service Representative

    1 month ago

    Oakville, Ontario, Canada Randstad Full time

    Job Opportunity: We are seeking a professional Customer Service Representative for a full-time contract opportunity. As a key member of our team, you will be responsible for managing a busy front desk and providing exceptional communication skills to our clients.About the Role:- Provide top-notch customer service to clients and internal stakeholders- Manage...

  • Customer Service Representative

    3 weeks ago

    Oakville, Canada Randstad Canada Full time

    Do you have a passion for providing exceptional customer service? Are you seeking a career opportunity in the financial industry? Do you possess strong problem-solving skills and thrive in a fast-paced environment? then we have the perfect job for you!Randstad is looking for a Customer Service Representative to work for a well known financial company in the...

  • Customer Service Representative

    6 months ago

    Oakville, Canada Pharmex Direct Full time

    Duties We are looking for someone to join our team who can work between 12 -7pm Monday-Friday. As a Customer Service Representative, you will be responsible for providing exceptional service to our customers. Your duties will include: - Maintaining a positive, empathetic, and professional attitude toward customers at all times. - Calling, screening and...

  • Customer Service Representative

    2 months ago

    Oakville, Ontario, Canada beBee Professionals Full time $30,000 - $45,000

    beBee Professionals in Oakville is seeking a highly skilled Customer Service Representative to join our team. As a key member of our sales floor, you will be responsible for providing exceptional customer service, processing transactions, and maintaining a clean and organized checkout area.Key Responsibilities:Process customer purchases and handle cash,...

  • Customer Service Representative

    4 months ago

    Oakville, Canada Pharmex Direct Full time

    Duties We are looking for someone to join our team who has a flexible schedule that can work between 9-5 and/or 12 -7pm Monday-Friday. As a Customer Service Representative, you will be responsible for providing exceptional service to our customers. Your duties will include: - Maintaining a positive, empathetic, and professional attitude toward customers at...

  • Customer Service Representative

    3 months ago

    Oakville, Canada Pharmex Direct Full time

    Duties We are looking for someone to join our team who has a flexible schedule that can work between anywhere from 9am-7pm Monday-Friday. As a Customer Service Representative, you will be responsible for providing exceptional service to our patients as part of a specialty program team. Your duties will include: - Maintaining a positive, empathetic, and...

  • Customer Service Representative

    3 months ago

    Oakville, Canada Peerless Talent Full time

    Customer Service Our clientis the #1 3PL for crossborder freight between the US & CAN.We’re #23 on Transport Topics index of Top 3PLs. Drivenby greenfield opportunities available in the US & Canadianfreight market we’re aggressively expanding ourpresence. They are lookingexperienced energetic and established TransportationBrokerage Customer Service...

  • Customer Service Representative

    6 months ago

    Oakville, Canada Go Logistics Inc Full time

    Job Description: Customer Service Representative - Mandatory 3- 4 years of Experience from Logistics background or Call Center background **Responsibilities**: - Provide exceptional customer service by responding to inquiries and resolving issues in a timely and professional manner. - Accurately enter customer information and update records in the company...

  • Customer Service Representative

    4 weeks ago

    Oakville, Canada BMO Financial Group Full time

    240 N Service Rd, Unit P-3040 Oakville Ontario,L6M 2Y5 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...