Customer Service Representative

3 months ago

King City, Canada BMO Financial Group Full time

1700 King Road, Unit 16 King City Ontario,L7B 0N1

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 - $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.

As a member

  • Customer Service Representative Supervisor

    4 weeks ago

    King City, Ontario, Canada ONTARIO INC. Full time

    Job Title: Customer Service Representative SupervisorJob Summary: We are seeking a highly skilled Customer Service Representative Supervisor to join our team at ONTARIO INC. The ideal candidate will have excellent communication skills, a strong customer service background, and the ability to lead a team.Responsibilities:Lead a team of customer service...

  • Customer Service Representative Supervisor

    4 weeks ago

    King City, Ontario, Canada ONTARIO INC. Full time

    Job Title: Customer Service Representative SupervisorJob Summary: We are seeking a highly skilled Customer Service Representative Supervisor to join our team at Ontario INC. The ideal candidate will have excellent communication skills, a strong customer service background, and the ability to lead a team.Responsibilities:Lead a team of customer service...

  • Customer Service Representative

    4 weeks ago

    King City, Ontario, Canada ONroute Full time

    At ONroute, we are seeking a Customer Service Representative to join our team at Tim Hortons. As a Customer Service Representative, you will be responsible for providing exceptional customer service, taking orders, and processing payments. You will also be responsible for preparing food and drinks, managing mobile orders, and assembling orders for take-out...

  • Insurance Customer Service Representative

    6 months ago

    King City, Canada Dumitru Pitu - Desjardins Insurance Agent Full time

    **Insurance Customer Service Representative - Desjardins Insurance Agent Team Member**: **Commission-Based - Remote** Location: Richmond Hill Type: Full Time **Position Overview**: Successful Desjardins Insurance Agent is seeking a qualified professional to join their winning team for the role of Customer Service Representative. We seek an energetic...

  • Customer Service Representative Supervisor

    4 weeks ago

    King City, Ontario, Canada ONTARIO INC. Full time

    Job SummaryWe are seeking a highly skilled Customer Service Representative Supervisor to join our team at ONTARIO INC. The ideal candidate will have a secondary (high) school graduation certificate and at least 1 year of experience in a customer-facing role.Key ResponsibilitiesProvide exceptional customer service to our clientsSupervise a team of customer...

  • Customer Service Representative

    4 weeks ago

    King City, Ontario, Canada ONroute Full time

    We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative at Tim Hortons.About the Job:Welcoming customers and providing a positive experience through excellent customer service skills.Preparing food and drinks to meet customer needs.Managing mobile orders and ensuring timely delivery.Assembling...

  • Customer Service Representative

    6 months ago

    King City, Canada BMO Financial Group Full time

    1700 King Road, Unit 16 King City Ontario,L7B 0N1 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...

  • Customer Service Representative

    5 months ago

    King City, Canada Township of King - King City, ON Full time

    _**King is Hiring**_ **Customer Service Representative - PT** - **(Part-time Contract)**_ King Township is an idyllic countryside community of communities, proud of its rural, cultural, and agricultural heritage. We are respected for treasuring nature, encouraging a responsible economy, and celebrating our vibrant quality of life. As an organization, we...

  • Insurance Customer Service Representative

    5 days ago

    King City, Ontario, Canada Anna Raeli Insurance Agency Full time

    About Us: At Anna Raeli Insurance Agency, we pride ourselves on providing exceptional customer service and a memorable client experience. Our team is dedicated to helping people protect their assets and preserve their wealth.Job Summary: We are seeking a highly motivated and organized Office Representative to join our team. The ideal candidate will be...

  • Customer Service Supervisor

    4 weeks ago

    King City, Ontario, Canada ONTARIO INC. Full time

    Job SummaryWe are seeking a skilled Customer Service Supervisor to join our team at ONTARIO INC. As a key member of our customer service team, you will be responsible for providing exceptional customer service and leading a team of customer service representatives.Key ResponsibilitiesLead a team of customer service representatives to ensure excellent...

  • Customer Relations Representative

    4 months ago

    King City, Canada Anna Raeli Insurance Agency Full time

    About me: I have been a Desjardins insurance agent since 1998. I previously worked for two agents prior to opening my own agency in King City in Oct 2007. I pride myself on providing value-added, remarkable and a memorable client experience. My goal is to help people protect assets and preserve wealth. My passion for helping families and giving back to my...

  • Customer Relations Representative

    2 weeks ago

    King City, Canada Anna Raeli Insurance Agency Full time

    About me: I have been a Desjardins insurance agent since 1998. I previously worked for two agents prior to opening my own agency in King City in Oct 2007. I pride myself on providing value-added, remarkable and a memorable client experience. My goal is to help people protect assets and preserve wealth. My passion for helping families and giving back to my...

  • Customer Service Representative

    4 weeks ago

    King City, Ontario, Canada ONroute Full time

    We are seeking a highly motivated and customer-focused individual to join our team as a Crew Member at Tim Hortons. As a key member of our team, you will be responsible for providing exceptional customer service, preparing food and drinks, and maintaining a clean and safe environment.Key Responsibilities:Welcoming customers and greeting them with a positive...

  • Customer Service Representative

    6 months ago

    King City, Canada Anna Raeli Insurance Agency Full time

    **Responsibilities** - Establish customer relationships and follow up with customers, as needed. - Use a customer-focused, needs-based review process to educate customers about insurance options. **Job Requirements**: - Professionalism and attention to detail. - Ability to multitask. - Strong communication and verbal skills. - Ability to work in a fast...

  • Customer Service Representative

    5 months ago

    King City, Canada Anna Raeli Insurance Agency Full time

    **Responsibilities** - Establish customer relationships and follow up with customers, as needed. - Use a customer-focused, needs-based review process to educate customers about insurance options. **Job Requirements**: - Professionalism and attention to detail. - Ability to multitask. - Strong communication and verbal skills. - Ability to work in a fast...

  • Customer Service Supervisor

    4 weeks ago

    King City, Ontario, Canada ONTARIO INC. Full time

    We are seeking a Customer Service Supervisor to join our team at ONTARIO INC. The ideal candidate will have 1 year to less than 2 years of experience and a Secondary (high) school graduation certificate.The successful candidate will work 35 hours per week and have access to free parking and on-site amenities. The work term is permanent, and the work language...

  • Customer Service Team Lead

    5 days ago

    King City, Ontario, Canada ONTARIO INC. Full time

    Job Description:We are seeking a Customer Service Representative Supervisor to join our team at Ontario Inc. as a key member in providing exceptional customer experience.Key Responsibilities:To oversee and manage a team of customer service representatives, ensuring they have the necessary skills and knowledge to provide high-quality service to clients.To...

  • Client Service Representative

    3 months ago

    King City, Canada King Animal Hospital Full time

    King Animal Hospital, a newly constructed Equine and Small Animal Referral and Emergency Hospital, is seeking Client Service Representatives to join our team! Our hospital is a 60,000-square-foot, state-of-the-art facility located on 50 acres in King City, Ontario, and will offer specialty referral, rehabilitation, and emergency services. The Client...

  • Client Service Representative, Emergency Services

    5 months ago

    King City, Canada King Animal Hospital Full time

    King Animal Hospital, a new Equine and Small Animal Referral and Emergency Hospital, is seeking Client Service Representatives to join our team! Our hospital is a 55,000-square-foot, state-of-the-art facility located on 50 acres in King City, Ontario, and will offer specialty referral, rehabilitation, and emergency services. The Client Services...

  • Customer Service Supervisor Leader

    2 weeks ago

    King City, Ontario, Canada ONTARIO INC. Full time

    At Ontario Inc., we are seeking a skilled Customer Service Supervisor to lead our team and provide exceptional customer experiences.About the RoleThe ideal candidate will possess excellent leadership skills, with the ability to motivate and guide a team of customer service representatives. They will be responsible for ensuring that our customers receive...