Customer Services Representative

3 weeks ago

Toronto, Canada BMO Financial Group Full time

2 Queen Street East Toronto Ontario,M5C 3G7

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 the world.

  • Customer Service and Sales Representative

    6 days ago

    Toronto, Canada Abstract Management Group Full time

    At Abstract Management Group, we specialize in taking our clients' product inquiries and turning them into profitable accounts. This consultative approach has increased our clients' brand popularity and created additional opportunities within our company, for growth and development. Our entry-level Customer Service and Sales Representatives continue to be...

  • Customer Service Sales Representative

    7 days ago

    Toronto, Canada Ace Management Group Full time

    Ace Management Group is one of Toronto's leading firms in Customer Service, Sales, and Business Development. We are dedicated to providing our clients with the utmost care and have a history of delivering profitable results and exceeding expectations in a vastly growing consulting industry. Utilizing this customer-centric and consultative approach is a...

  • Customer Sales and Service Representative

    6 days ago

    Toronto, Canada Peak Performance Human Resources Corp. Full time

    **JOB DESCRIPTION** **Customer Sales and Service Representative** N-Two Medical Inc an established leader in the nitrogen services industry and is a Health Canada licensed distributor of medical grade liquid nitrogen. We provide reliable delivery of LN2 to over 600 customers in Ontario. Our on-site Quality Control and other experienced personnel present a...

  • Customer Service

    5 days ago

    Toronto, Canada Plexxus Full time

    Customer Support Representative Are you ready to be part of a dynamic team that is reshaping shared services and how they are delivered for health care and the public sector? Mohawk Medbuy Corporation (MMC) is a national, not-for-profit, shared services organization that supports hundreds of health care providers across Canada, as well as child welfare...

  • Customer Service

    2 weeks ago

    Toronto, ON, Canada Agat Laboratories Full time

    AGAT Laboratories is a full-service laboratory with locations across Canada. We are the most diversified laboratory in Canada. Our scientists are highly-skilled and specialized in the fields of biochemistry, chemistry, microbiology, geology, engineering and other specialty services. With a broad range of staff experience and state-of-the-art instrumentation,...

  • Crypto customer service agent

    19 hours ago

    Toronto, Canada Zetatech Services Inc Full time

    Company DescriptionWe are a dynamic and innovative non-custodial cryptocurrency exchange, poised to make a significant impact in the world of digital finance.Role DescriptionThis is a full-time hybrid role for a Crypto Customer Service Agent at Zetatech Services Inc located in Calgary, AB. The Crypto Customer Service Agent will be responsible for...

  • Customer Service and Sales Representative

    2 weeks ago

    Toronto, Canada i3 Solutions Inc. Full time

    The Customer Service and Sales Representative (CSR) is responsible for serving customers in person and via the telephone while providing prompt, courteous and knowledgeable service to customers. The CSR is accountable for dealing with customer complaints, inquiries and processing transactions in a friendly and respectful manner, upholding the brand by...

  • Customer Experience Representative

    2 days ago

    Toronto, Canada ONIT ENERGY LTD Full time

    **Customer Experience Representative** (9:00 a.m. - 5:00 p.m.) **Ontario Wholesale Energy**, the fastest growing energy retailer in Ontario, with an unstoppable team, promotes a culture of excellence, commitment and responsibility to our customers through our employees. We are currently looking for a dedicated and driven Customer Experience Representative...

  • Customer Service and Sales Representative Remote

    3 days ago

    Toronto, ON, Canada EightSix Network Inc Full time

    Customer Service and Sales Representative Remote Part Time / Full Time Customer Service and Sales Representative Remote We are a successful and rapidly growing company with a proven track record of success. We are currently expanding our team and seeking hard-working and motivated individuals to work remotely servicing clients. We provide comprehensive...

  • Customer Service and Sales Representative Remote

    4 days ago

    Old Toronto, Canada EightSix Network Inc Full time

    Customer Service and Sales Representative Remote Part Time / Full Time Customer Service and Sales Representative RemoteWe are a successful and rapidly growing company with a proven track record of success. We are currently expanding our team and seeking hard-working and motivated individuals to work remotely servicing clients.We provide comprehensive...

  • Customer Service and Sales Representative Remote

    3 days ago

    Old Toronto, Canada EightSix Network Inc Full time

    Customer Service and Sales Representative Remote Part Time / Full Time Customer Service and Sales Representative RemoteWe are a successful and rapidly growing company with a proven track record of success. We are currently expanding our team and seeking hard-working and motivated individuals to work remotely servicing clients.We provide comprehensive...

  • Customer Service and Sales Representative Remote

    3 days ago

    Old Toronto, Canada EightSix Network Inc Full time

    Customer Service and Sales Representative Remote Part Time / Full Time Customer Service and Sales Representative RemoteWe are a successful and rapidly growing company with a proven track record of success. We are currently expanding our team and seeking hard-working and motivated individuals to work remotely servicing clients.We provide comprehensive...

  • Customer Onboarding Representative

    5 days ago

    Toronto, Canada Jobber Full time

    **Does your definition of success mean empowering others?**: Then Jobber might be the place for you! We're looking for a **Customer Onboarding Representative **to join our Success team! Jobber exists to help people in small businesses be successful. We work with small home service businesses, like your local plumbers, painters, and landscapers, to transform...

  • Customer Service

    16 hours ago

    Toronto, Canada Calea Ltd. Full time

    *** - The Customer Service & Administration Representative is responsible for providing industry leading customer services to all customers both internal and external. The role is also responsible for maintaining a high level of organizational accountability to achieve customer satisfaction and perform job functions according to policies and regulations for...

  • Customer Care Representative

    5 days ago

    Toronto, Canada Sonova Full time

    Toronto, CanadaCustomer Care Representative - Are you looking for an opportunity to make a difference? Are you comfortable in a fast-paced retail clinic environment? Are you passionate about providing customer service that exceeds expectations?_ - If so, we think you belong here at - **Connect Hearing** as a - **Customer Care Representative**!**Who we...

  • Customer Logistics Representative

    2 weeks ago

    Toronto, Canada Johnson & Johnson Full time

    Johnson & Johnson Canada Inc., a member of the Johnson & Johnson Family of Companies, is recruiting for a Customer Logistics Representative! The role is located in Toronto, ON. The Customer Logistics Representative is an integral and meaningful role with critical responsibilities and the connection between customers and J&J. As a CLR, you will operate...

  • Bilingual Customer Representative

    3 weeks ago

    Toronto, Ontario, Canada Vault Credit Corporation Full time

    Salary: Who we areVault Credit Corporation offers a wide array of financial services such as mortgage, equipment leasing and lending products. Vault has a devoted team of experts with years of experience in both financial services and real estate. We deliver products and services that meet our borrowers' diverse needs quicker and easier than traditional...

  • Customer Sales Representative

    2 days ago

    Toronto, Canada Kognitive Sales Solutions Full time

    **Sales Representative** Kognitive Sales Solutions in partnership with Canadian Tire is seeking highly motivated sales-oriented individuals who can create excitement and connections with consumers in-store. As a Financial Sales Representative, you will be educating and offering Financial Products on behalf of one of the most trusted and iconic Canadian...

  • Service Bdc Representative

    5 days ago

    Toronto, Canada Golden Mile Chrysler Full time

    **Golden Mile Chrysler is hiring a Service BDC Representative!** **What is it?** The Service BDC Representative is the first point of contact for customers coming into our Service Department. They build lasting relationships with customers, and advise them on the best practices for keeping their vehicles safe and properly maintained. The Service BDC...

  • Customer Service and Sales Support Representative

    7 days ago

    Toronto, Canada StickerYou Full time

    **Position**: Customer Service And Sales Support Representative (Reseller) **Employment Type**: 6 month temporary contract, possibility of extension StickerYou is a leading global e-commerce company for custom die-cut products such as stickers, labels, decals, temporary tattoos and more. Our proprietary platform infuses automation technology and creativity...