Customer Service Representative

6 months ago


Whitby, Canada BMO Financial Group Full time

1615 Dundas Street East Whitby Ontario,L1N 2L1

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 - $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 wor



  • Whitby, Canada Atlantic Coated Papers Full time

    **About us** Atlantic Coated Papers (ACP) offers the most cost-effective extrusion coated and extrusion laminated custom solutions for clients throughout North America. The experience, tenacity and focus of our associates is what sets us apart. Our work environment includes: - Modern office setting - Work-from-home days **Job Summary**: **Duties**: -...


  • Whitby, Canada Atlantic Coated Papers Full time

    **About us** Atlantic Coated Papers (ACP) offers the most cost-effective extrusion coated and extrusion laminated custom solutions for clients throughout North America. The experience, tenacity and focus of our associates is what sets us apart. Our work environment includes: - Modern office setting - Work-from-home days **Job Summary**: **Duties**: -...


  • Whitby, Canada Bin There Dump That Full time

    CSR- Inbound Sales / Customer Service A **Customer Service Representative****: Past administrative, strong computer skills and past telephone sales or technical support background would be an advantage. **Requirements & Experience**: - **High degree of accuracy and attention to detail.**: - **Excellent written/verbal communication, interpersonal and...


  • Whitby, Canada Panera Bread - FMI Group Full time

    OverviewPanera Bread - FMI Group is a renowned franchise with a proud history of providing exceptional dining experiences. As part of our team, you will be an integral part of delivering high-quality food and services to our valued customers.Estimated Salary$12-$15 per hour (based on location and experience)Job DescriptionWe are seeking a skilled Customer...


  • Whitby, Canada dormakaba Full time

    POSITION OVERVIEW dormakaba is seeking a Customer Service Representative based in Whitby, ON. The Customer Service Representative is responsible for entering orders and interacting with customers. The Customer Service Representative will work with team members in other departments, including finance, operations and sales. WHAT YOU WILL DO Receive,...


  • Whitby, Canada Leon's Furniture Full time

    LOOKING FOR AN AMAZING CAREER OPPORTUNITY? WITH CANADA’S MOST SUCCESSFUL HOME FURNISHINGS RETAILER, THERE’S NO LIMIT TO WHERE YOU CAN GO! Many of our most successful associates joined Leon’s in entry level positions and with hard work, determination and desire they were able to achieve a level of success beyond their imaginations. These success...


  • Whitby, Canada Randstad Canada Full time

    Do you have a passion for customer service? Are you fluent in English and French? Are you looking to kick-start your career with a great company? Do you enjoy problem-solving? Then we have the job for YOU!Randstad is seeking a dynamic and highly motivated Bilingual French Customer Service Representative to join our client's team in Whitby. This is an ongoing...


  • Whitby, Canada Panera Bread - FMI Group Full time

    We are a proud franchise that is part of the FMI family, one of the largest franchise owner/operators in North America. We own numerous franchised restaurants operating under the Pizza Hut, KFC, Taco Bell and Panera Bread brands (among others).As a Customer Service Representative at Panera Bread - FMI Group, you will be responsible for delivering excellent...


  • Whitby, Canada Optima Communications International Inc. Full time

    **_Opportunity to EARN hundreds of dollars in additional Monthly Incentives!_** **What’s in it for you!** - Full-time permanent position - Competitive hourly wage - Bilingual Premium ( English & French ) - Lucrative monthly performance incentive programs allowing you to earn additional income - Progressive benefit plan after 90 days of employment - Access...


  • Whitby, Canada Randstad Canada Full time

    About the RoleWe are seeking a highly skilled Multilingual Customer Service Representative to join our team in Whitby, Ontario. As a representative of Randstad Canada, you will be responsible for providing exceptional customer service to clients in both English and French.Key ResponsibilitiesProcess customer orders, credits, and returns efficiently through...


  • Whitby, Canada The Town of Whitby Full time

    About Us">The Town of Whitby is a vibrant community located in the heart of Durham Region. We are dedicated to providing exceptional services to our residents and visitors. Our team is passionate about making a difference in our community, and we are looking for like-minded individuals to join us.">Job Summary">We are seeking a highly skilled and motivated...


  • Whitby, Canada Gurvinder Jaura Full time

    We are seeking a motivated and detail-oriented individual to join our team as a customer service representative for a food retail store in Whitby at Garden Street. The ideal candidate will have strong communication skills, be able to multitask, and work well under pressure.Responsibilities include providing excellent customer service, maintaining a clean and...


  • Whitby, Canada Dufferin Concrete - A CRH Company Full time

    Job ID: 487188 Work Type: Full Time **Dufferin Concrete, A CRH Company is currently hiring a Dispatcher/Customer Service Representative to join** **their growing team!** **Who we are** Recognized as one of Greater Toronto's Top 100 Employers, Dufferin Concrete has been a trusted supplier, providing the materials, expert advice and value-added services to...


  • Whitby, Canada Avery Products Canada Full time

    Located in Whitby, Ontario, we are a well-known brand (Labels, Cards & Crafting items, Binders, Index Dividers, Sheet Protectors, Hi-Liters & Markers) selling both CPG & Direct-to-Consumer custom printing - with the need for superior personnel to help bring their expertise to our growing organization. With a customer-centric focus, we’re dedicated to...


  • Whitby, Canada Optima Communications International Inc. Full time

    **Bilingual Inbound Customer Service Representative** We are so excited that you are reading this and hope that you will decide to apply! **Optima is the place for you!** We are a client driven, people focused organization that thrives on having our people initiate creative and innovative ways to enhance the customer service experience to the next...


  • Whitby, Canada Savers Full time

    Our MissionChampioning reuse and inspiring a future where secondhand is second nature.Job SummaryAs a Customer Service Associate at Savers, you will create an awesome experience for our customers, donors, and team members. We are hiring for both full-time and part-time Customer Service Associates.Key ResponsibilitiesCreate a positive and engaging customer...


  • Whitby, Canada Cash and Cell Full time

    **Job Summary** **Duties**: - Analyze customer needs and recommend appropriate products or services - Maintain accurate records of customer interactions and transactions - Process transactions efficiently - Utilize excellent phone etiquette to handle incoming calls professionally - Upsell products or services to increase revenue **Skills**: - Proficient...


  • Whitby, Canada TREASUREBIN Full time

    Serving customers by developing rapport, building customer confidence, providing accurate information, and helping with product selection - Demonstrating knowledge of products and inventory to ensure customer satisfaction - Maintaining a clean and orderly workspace or retail floor - Performing all required cash register transactions efficiently and...


  • Whitby, Canada Mitten Building Products Full time

    **Customer Service Representative** **Who We Are** Mitten is the original Canadian manufacturer and market leader of vinyl siding. Our continued focus on operational excellence has set the industry benchmark for service, quality, performance and design, backed by the best in class lifetime warranty. As a coast to coast distributor of premium exterior...


  • whitby, Canada Randstad Full time

    We are seeking a dynamic and highly motivated individual to join our client's team in Whitby. As a Bilingual French Customer Service Representative, you will be the face of our company, providing exceptional customer service and support to clients.About Our ClientOur client is a leader in the power tools market, dedicated to delivering high-quality products...