Client Service Representatives
1 month ago
1285 Fanshawe Park Rd W London Ontario,N6G 5B4
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 of
-
Client Services Representative'
3 weeks ago
London, Canada AGAT Laboratories Full timeAGAT 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,...
-
Client Service Representative
6 months ago
London, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Client Service Representative
3 months ago
London, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Client Service Representative
6 months ago
London, Canada Canada Life Assurance Company Full time**Job Description**: As a **Client Service Representative** you will be responsible for providing prompt, courteous and professional service to our policy holders, advisors and administrative staff. You will respond to telephone inquiries by providing accurate information on our diverse products and services. If you have a background in finance or...
-
Client Service Representative
6 months ago
London, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Client Services Representative
6 months ago
London, Canada ProResp, Inc. Full time**Client Service Representative (Medical Administration)** **Location**:Western ProResp (London, Ontario)** **Full-time Permanent Role** (37.5hrs/week: Monday - Friday 9:00am - 5:00pm) **Salaried position**:Starting around $23-24/hr **What We Offer**: - Full time, reliable employment with consistent office hours - 3 weeks paid vacation to start -...
-
Client Service Representative
3 months ago
London, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Client Service Representative
2 months ago
London, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Client Support Representative
4 weeks ago
London, Ontario, Canada Randstad Canada Full timeWe are seeking a highly skilled Client Support Representative to join our team in London. This is a fantastic opportunity for someone looking to gain experience with a top 5 bank and build their career in customer support.The successful candidate will be responsible for responding to inbound calls, emails, and escalating issues to the right teams. They will...
-
London, Ontario, Canada Ontario Public Service Full timeThe Ontario Public Service is seeking talented individuals to fill various Customer Service Representative positions in London. As a key member of our team, you will play a crucial role in delivering exceptional service to our customers, ensuring their needs are met with a smile.Company OverviewAt the Ontario Public Service, we strive to create an inclusive...
-
Customer Service Representative
4 weeks ago
London, Ontario, Canada CB Canada Full timeWe are seeking a skilled Customer Service Representative to join our team at Motion, a leading provider of mobility and accessibility solutions.The ideal candidate will possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients, therapists, and funders.Key Responsibilities:Provide exceptional...
-
Client Service Associate
4 weeks ago
London, Canada BMO Financial Group Full time255 Queens Ave, Suite 1900 London Ontario,N6A 5R8 Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. - Books meetings with new prospects and prepares introductory package for the prospect/referral. -...
-
Client Service Associate
6 months ago
London, Canada BMO Financial Group Full time255 Queens Ave, Suite 1900 London Ontario,N6A 5R8 Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. - Books meetings with new prospects and prepares introductory package for the prospect/referral. -...
-
Customer Service Representative
6 months ago
London, Canada Good To Great Solutions Full timeAt Good to Great Solutions, We strive for excellence and are the leaders in consulting and customer acquisition across North York. We are looking for an entry-level Customer Service Representative who will play a valuable support role by providing a superior level of service to all customers to help them achieve their individual goals. As an entry-level...
-
Client Engagement Representative
6 months ago
London, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Client Service Representative
7 months ago
London, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Client Engagement Representative
6 months ago
London, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Customer Service Representative
6 months ago
London, Canada Fine Sight Solutions Inc. Full timeOur office is actively searching for a Customer Service professional to join our team. The Customer Service Representative will be responsible for directly communicating with prospective customers regularly. They will provide product/service information, fulfill order requests, resolve any emerging problems, and act as a liaison on behalf of our client with...
-
Bilingual Client Relationship Representative
6 months ago
London, Canada CIBC Mellon Full time**Company Information**: CIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee...
-
Customer Service Representative
4 weeks ago
London, Ontario, Canada CB Canada Full timeAbout the Role:We're seeking a skilled Customer Service Representative to join our team at Motion. As a key member of our client-facing team, you'll play a critical role in delivering exceptional customer experiences and making a tangible impact on our community.Key Responsibilities:Provide clear and concise communication to clients via phone, email, and...
