Customer Service Representative

4 months ago

Abbotsford, Canada BMO Financial Group Full time

32988 South Fraser Way Abbotsford British Columbia,V2S 2A8

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).

**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 the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

  • Customer Service Representative

    4 months ago

    Abbotsford, Canada Hudson Service Group Full time

    We are an established but growing Plumbing + HVAC company located in Abbotsford. Our new ownership is looking for energetic individuals eager to join a dynamic team! In this position you will be responsible for dispatching and customer service. You will be working with technicians on a daily basis and following up with customers to confirm 100% customer...

  • Customer Service Representative

    3 months ago

    Abbotsford, Canada Hudson Service Group Full time

    We are an established but growing Plumbing + HVAC company located in Abbotsford. Our new ownership is looking for energetic individuals eager to join a dynamic team! In this position you will be responsible for dispatching and customer service. You will be working with technicians on a daily basis and following up with customers to confirm 100% customer...

  • Customer Service Representative

    15 hours ago

    Abbotsford, British Columbia, Canada Amani Ventures Full time

    Job Title: Customer Service RepresentativeWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Amani Ventures.Job Summary:The Customer Service Representative will be responsible for providing exceptional customer service to our clients, addressing their inquiries, and resolving any issues in a timely and...

  • Customer Service Representative

    1 day ago

    Abbotsford, British Columbia, Canada Amani Ventures Full time

    Job Title: Customer Service RepresentativeWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Amani Ventures.Job Summary:The Customer Service Representative will be responsible for providing exceptional customer service to our clients, addressing their inquiries, and resolving any issues in a timely and...

  • Customer Service Representative

    4 months ago

    Abbotsford, Canada Fast Air Jet Centre Full time

    **Fast Air Jet Centre - Abbotsford, BC - CYXX - Customer Service Representative** Come join our team of aviation professionals providing distinguished client experiences. As an integral part of our fast - paced organization, you will function as a cohesive member of our team by providing exceptional customer service while carrying out your aviation related...

  • Customer Service Representative

    4 months ago

    Abbotsford, Canada Number 8 Freight Full time

    **Number 8 Freight, is a well reputed freight company, a subsidiary of the Mullen Group - one of Canada's largest Logistics companies!** Number 8 Freight is a leader in same day and expedited courier, dry van, and flat deck delivery industry to all points in the Greater Vancouver area and Fraser Valley. We provide less than load, full load & expedited...

  • Customer Service Representative

    3 weeks ago

    Abbotsford, British Columbia, Canada Amani Ventures Full time

    About the RoleWe are seeking a highly skilled and customer-focused individual to join our team at Amani Ventures as a Customer Service Representative. In this role, you will be responsible for providing exceptional support to our clients, addressing their inquiries, and resolving any issues that may arise.Key ResponsibilitiesClient Communication: Respond to...

  • Customer Service Representative

    2 months ago

    Abbotsford, Canada U-Haul Full time

    Location: 33966 Hazelwood Ave RR3, Abbotsford, British Columbia V2S7V2 Canada Are you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Customer Service Representative. As a Customer Service Representative, you will work as part of a supportive team to be the face of U-Haul company’s...

  • Customer Service Representative

    3 months ago

    Abbotsford, Canada Fix Auto - Abby East Full time

    Are you an administrative professional with experience working in a Collision Centre, looking for an opportunity to be part of a great team?_ - Do you enjoy working in a customer facing role where you get the opportunity to let both your customer service and administrative skills shine?_ If this sounds like you,** Fix Auto Abbotsford East **would love to...

  • Customer Service Representative/cashier

    3 months ago

    Abbotsford, Canada WeVape Yaletown Full time

    **Job Summary** We are looking for a customer-oriented service representative. A customer service representative, or CSR, will act as a liaison, provide product/services information and resolve any emerging problems that our customer accounts might face with accuracy and efficiency. The best CSRs are genuinely excited to help customers. They’re patient,...

  • Customer Service Representative

    3 weeks ago

    Abbotsford, British Columbia, Canada Rangla Punjab Arts Academy Full time

    About the RoleWe are seeking a highly organized and detail-oriented Customer Service Representative to join our team at Rangla Punjab Arts Academy. As a key member of our front desk team, you will be responsible for providing exceptional customer service to our clients and visitors.Key ResponsibilitiesGreeting and Directing: Greet people and direct them to...

  • Customer Service Representative

    3 weeks ago

    Abbotsford, British Columbia, Canada Rangla Punjab Arts Academy Full time

    About the RoleWe are seeking a highly organized and detail-oriented Customer Service Representative to join our team at Rangla Punjab Arts Academy. As a key member of our front desk team, you will be responsible for providing exceptional customer service to our clients and visitors.Key ResponsibilitiesGreeting and Directing: Greet people and direct them to...

  • Customer Service Representative

    3 days ago

    Abbotsford, British Columbia, Canada Neoteric Marketing Inc. Full time

    Job DescriptionWe are seeking a highly skilled and motivated Customer Service Representative to join our team at Neoteric Marketing Inc.Key ResponsibilitiesProvide exceptional customer service and support to clients via phone, email, and in-personAssist clients in developing effective advertising and sales promotion strategiesPrepare and distribute marketing...

  • Customer Service Representative

    3 days ago

    Abbotsford, British Columbia, Canada Neoteric Marketing Inc. Full time

    Job DescriptionWe are seeking a highly skilled and motivated Customer Service Representative to join our team at Neoteric Marketing Inc.Key ResponsibilitiesProvide exceptional customer service and support to clients via phone, email, and in-personAssist clients in developing effective advertising and sales promotion strategiesPrepare and distribute marketing...

  • Customer Service Representative

    17 hours ago

    Abbotsford, British Columbia, Canada Neoteric Marketing Inc. Full time

    Job DescriptionWe are seeking a highly skilled and motivated Customer Service Representative to join our team at Neoteric Marketing Inc.Key ResponsibilitiesProvide exceptional customer service and support to clients via phone, email, and in-person.Assist clients in developing effective advertising and sales promotion strategies.Prepare and distribute...

  • Customer Service Representative

    1 day ago

    Abbotsford, British Columbia, Canada Neoteric Marketing Inc. Full time

    Job DescriptionWe are seeking a highly skilled and motivated Customer Service Representative to join our team at Neoteric Marketing Inc.Key ResponsibilitiesProvide exceptional customer service and support to clients via phone, email, and in-person.Assist clients in developing effective advertising and sales promotion strategies.Prepare and distribute...

  • Customer Service Representative

    2 weeks ago

    Abbotsford, British Columbia, Canada Rangla Punjab Arts Academy Full time

    About the RoleWe are seeking a highly organized and detail-oriented Customer Service Representative to join our team at Rangla Punjab Arts Academy. As a key member of our front desk team, you will be responsible for providing exceptional customer service to our clients and visitors.Key ResponsibilitiesGreeting and Directing: Greet people and direct them to...

  • Customer Service Representative

    2 weeks ago

    Abbotsford, British Columbia, Canada Rangla Punjab Arts Academy Full time

    About the RoleWe are seeking a highly organized and detail-oriented Customer Service Representative to join our team at Rangla Punjab Arts Academy. As a key member of our front desk team, you will be responsible for providing exceptional customer service to our clients and visitors.Key ResponsibilitiesGreeting and Directing: Greet people and direct them to...

  • Customer Service Representative

    3 days ago

    Abbotsford, British Columbia, Canada Neoteric Marketing Inc. Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Customer Service Representative to join our team at Neoteric Marketing Inc.Key ResponsibilitiesProvide exceptional customer service and support to clients via phone, email, and in-personAssist in the development and implementation of sales and marketing strategiesCollaborate with the team to...

  • Customer Service Representative

    3 days ago

    Abbotsford, British Columbia, Canada Neoteric Marketing Inc. Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Customer Service Representative to join our team at Neoteric Marketing Inc.Key ResponsibilitiesProvide exceptional customer service and support to clients via phone, email, and in-personAssist in the development and implementation of sales and marketing strategiesCollaborate with the team to...