Customer Service Representative

6 months ago


Winnipeg, Canada BMO Financial Group Full time

1468 Main Street Winnipeg Manitoba,R2W 3W1

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**:
$32,600.00 - $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.



  • Winnipeg, Canada eCom Customer Care Full time

    **We are hiring full-time, permanent Customer Service Representatives (CSRs) to join our team! CSRs are responsible for delivering top notch service to clients while promoting a variety of products and services.** **CSRs are responsible to**: - Efficiently and effectively manage high customer call volumes. - Identify and address customer needs, providing...


  • Winnipeg, Manitoba, Canada Pixel Auto Service Limited Full time

    Job DescriptionAt Pixel Auto Service Limited, we are seeking a highly organized and detail-oriented Customer Service Representative to join our team. The ideal candidate will provide exceptional customer service, greet clients, and direct them to the correct service areas.Key ResponsibilitiesProvide basic information to clients and the publicSchedule and...


  • Winnipeg, Canada ProWide Parcel Service Full time

    We are a local small business in a fast paced industry seeking a Customer Service Representative. In this position, you will be the main contact for customers on various requests in a timely manner and working with our operations team to ensure daily targets are met and exceeded in an efficient manner. This position requires a high level of organization,...


  • Winnipeg, Canada UW Winnipeg Full time

    UW Winnipeg is looking for a Customer Service Representative to take on the responsibility of creating and maintaining lines of communication with our customers. They will provide product and service information, fulfill order requests, resolve any emerging problems, and act as a liaison on behalf of our client. The primary objective of the Customer Service...


  • Winnipeg, Canada UW Winnipeg Full time

    UW Winnipeg is looking for a Customer Service Representative to take on the responsibility of creating and maintaining lines of communication with our customers. They will provide product and service information, fulfill order requests, resolve any emerging problems, and act as a liaison on behalf of our client. The primary objective of the Customer Service...


  • Winnipeg, Manitoba, Canada Tim Hortons Full time

    Job Title: Customer Service RepresentativeWe are seeking a highly motivated and friendly individual to join our team as a Customer Service Representative.As a Customer Service Representative, you will be the face of Tim Hortons, providing exceptional customer service to our guests. You will be responsible for greeting and welcoming guests, taking orders and...


  • Winnipeg, Canada IntouchCX Full time

    **About IntouchCX** IntouchCX is a global leader in customer experience management, digital engagement, and technology solutions. With over 20 years of experience, 18,000+ team members, and campuses around the globe, we obsess about our clients by providing remarkable customer experiences for the world’s most innovative brands. **About the Job** We are...


  • Winnipeg, Canada The Jim Pattison Auto Group Full time

    The Jim Pattison Collision and Glass has a new opportunity for a Customer Service Representative to join our team! **Overview**: Reporting to the Fixed Operations Manager, you will act as the body shop's front-line customer relations and service sales representative. The Customer Service Representative's primary responsibility is to provide exceptional...


  • Winnipeg, Canada IntouchCX Full time

    **About IntouchCX** IntouchCX is a global leader in customer experience management, digital engagement, and technology solutions. With over 20 years of experience, 18,000+ team members, and campuses around the globe, we obsess about our clients by providing remarkable customer experiences for the world’s most innovative brands. **About the Job** We are...


  • Winnipeg, Manitoba, Canada beBee Professionals Full time $25,000 - $35,000

    We are seeking a Customer Service Representative to join our team at beBee Professionals in Winnipeg. In this role, you will be responsible for taking customer orders, preparing food items, and ensuring excellent customer service at our food counter.Key Responsibilities:Taking customer orders and preparing food items according to customer...


  • Winnipeg, Canada IntouchCX Full time

    **About IntouchCX** IntouchCX is a global leader in customer experience management, digital engagement, and technology solutions. With over 20 years of experience, 18,000+ team members, and campuses around the globe, we obsess about our clients by providing remarkable customer experiences for the world’s most innovative brands. **About the Job** We are...


  • Winnipeg, Manitoba, Canada beBee Professionals Full time $25,000 - $35,000

    beBee Professionals in Winnipeg is looking for a highly motivated Customer Service Representative to join our team. As a Customer Service Representative, 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...


  • Winnipeg, Manitoba, Canada Telesolutions Full time

    About TelesolutionsAt Telesolutions, we are committed to providing exceptional customer service in the private sector. Our retail/wholesale establishment/distribution centre and telecommunications company cater to a wide range of customers.Job Title: Customer Service RepresentativeWe are seeking a skilled Customer Service Representative to join our team....


  • Winnipeg, Manitoba, Canada Macao Imperial Tea Full time

    Job Title: Customer Service RepresentativeJoin Macao Imperial Tea as a Customer Service Representative and contribute to the success of our team!About the RoleThis is an excellent opportunity for someone looking to gain experience in customer service, working with food and beverages. You will be responsible for preparing food and drinks to order, handling...


  • Winnipeg, Canada T&T Soils LTD Full time

    Job Overview: T&T Soils LTD is seeking a highly motivated and customer-focused 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 satisfaction with our products and services. **Responsibilities**: - Assist...


  • Winnipeg, Canada Crown Auto Group Full time

    Senior Customer Service Representative Crown Autobody and Glass - 1717 Waverly Street Job type: Full Time We are a Winnipeg-based family-owned organization that believes in building relationships, integrity, and teamwork. We take pride in being one of Canada’s Best Managed Companies and one of Aon Hewitt’s Best Employers Platinum level, while...


  • Winnipeg, Canada crownautogroup Full time

    Senior Customer Service Representative Crown Autobody and Glass - 1717 Waverly Street **Job type**: Full Time We are a Winnipeg-based family-owned organization that believes in building relationships, integrity, and teamwork. We take pride in being one of Canada's Best Managed Companies and one of Aon Hewitt's Best Employers Platinum level, while providing...


  • Winnipeg, Manitoba, Canada Telesolutions Full time

    We are seeking a highly skilled Customer Service Representative to join our team at Telesolutions.About the RoleIn this dynamic role, you will be responsible for providing exceptional customer service to our clients. This includes answering inquiries, arranging refunds and credits, maintaining records and statistics, and selling merchandise.RequirementsTo...


  • Winnipeg, Manitoba, Canada Michaels Full time

    Job OverviewA Customer Service Representative position is available at Michaels, a leading arts and crafts retailer. As a key member of our team, you will provide exceptional customer service, ensuring a positive shopping experience for all customers.


  • Winnipeg, Manitoba, Canada Esso Full time

    Job Title: Customer Service RepresentativeWe are seeking a highly skilled and motivated Customer Service Representative to join our team at Esso. In this role, you will be responsible for providing exceptional customer service to our valued clients while operating cash registers, processing payments, and maintaining a clean store environment.Key...