Customer Service Representative

2 weeks ago

SainteRose, Canada BMO Financial Group Full time

333 boul Cure Labelle Laval Quebec,H7L 2Z9

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 through various channels 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 customer inquiries.
- 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 customer experience.
- Contributes to business results and the overall experience delivered.
- May work at multiple branches or through various channels 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.
- Escalates complex or unresolved customer situations to managers as required.
- 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 valuab

  • Financial Services Representative

    2 months ago

    Sainte-rose, Canada CIBC Full time

    We’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...

  • Financial Services Representative

    2 weeks ago

    Sainte-rose, Canada CIBC Full time

    We’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...

  • Financial Services Representative, Ste-rose

    2 weeks ago

    Sainte-rose, Canada CIBC Full time

    We’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

    1 week ago

    Sainte-Anne-de-Bellevue, Canada ITM Instruments Full time

    _**CUSTOMER SERVICE REPRESENTATIVE**_ **-Fast paced** **-Constant time challenges** **-Efficiency** **-Must be a Google expert** **-Independent go getter** **Responsibilities and Duties**: - Attend in-house supplier training sessions and provide technical product information to customers; - Collaborate with established suppliers; - Create customer...

  • Customer Service Representative

    7 days ago

    Sainte-Agathe-des-Monts, Canada BMO Financial Group Full time

    40, boulevard Morin Ste-Agathe-des-Monts Quebec,J8C 2V6 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 Experience Associate

    2 weeks ago

    Sainte-rose, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our...

  • Customer Experience Associate

    2 weeks ago

    Sainte-rose, Canada TD Bank Full time

    409439BR Retail Banking - Customer Service Sainte-rose, QC May 14, 2023 Company Overview Department Overview At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our customers...

  • Customer Experience Associate

    2 days ago

    Sainte-rose, Canada TD Bank Full time

    **Customer Experience Associate**: - 424868BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 727 Cure-Labelle Boulevard **Employment Type** - Regular **City** - Sainte Rose **Time Type** - Full Time **Province/State** - Quebec **Hours** - 37.5 **Workplace Model** - Onsite **Pay Details** **Department...

  • Customer Service Representative

    3 weeks ago

    Sainte-Julie, Canada BMO Financial Group Full time

    1750 Chemin du Fer a Cheval Ste-Julie Quebec,J3E 1G2 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

    3 weeks ago

    Sainte-Foy, Canada Bureau en Gros Full time

    : 1242632 **Position Summary**: Highly focused on sales generation of merchandise/services within the Service Centre and Copy Centre while demonstrating a high degree of customer awareness and ensuring exceptional customer satisfaction with an accurate, expedient return/exchange/purchase process. Responsible for knowing and understanding the operations of...

  • Manager, Customer Experience Trainee

    4 weeks ago

    Sainte-rose, Canada TD Bank Full time

    **Manager, Customer Experience Trainee - Sainte-Rose, Laval**: - 417669BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 727 Cure-Labelle Boulevard **Employment Type** - Regular **City** - Laval, Sainte Rose **Time Type** - Full Time **Province/State** - Quebec **Hours** - 37.5 **Workplace Model** - Onsite **Pay...

  • Manager, Customer Experience Trainee

    4 weeks ago

    Sainte-rose, Canada TD Bank Full time

    417669BR Retail Banking - Customer Service Sainte-rose, QC Laval, QC August 23, 2023 Hours 37.5 Workplace Model Onsite Pay Details Department Overview At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial...

  • Customer Service Representative

    1 week ago

    Sainte-Agathe-des-Monts, Canada BMO Financial Group Full time

    40, boulevard Morin Ste-Agathe-des-Monts Quebec,J8C 2V6 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...

  • Manager, Service Bar

    2 weeks ago

    Sainte-rose, Canada E3 - L'Atelier Full time

    FR Do you want to develop your career and use your skills to provide an exceptional customer experience that stands out? WE ARE HIRING! Above all, Escaparium is a creative, dynamic team united by the desire to exceed expectations to achieve new goals. We are one of the largest escape game companies in Canada and we recently expanded our establishment to...

  • Customer Service Representative

    2 weeks ago

    Sainte-Anne-de-Bellevue, Canada Schluter Systems Full time

    **Position Description**: Our culture is fueled by passionate employees committed to addressing our customer needs, so that every point of interaction reinforces a great Schlueter experience. Joining Schluter is not starting a new job; it’s taking the first step in launching your new career. Primary function is to provide pertinent information in both...

  • Customer Service Representative On Call

    2 weeks ago

    Sainte-Foy, Canada CIBC Full time

    We’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

    3 weeks ago

    Sainte-Julie, Canada Scotiabank Full time

    Requisition ID: 197124 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Customer Experience Associate/ Sainte-Julie/ Permanent/ Part-time 26.25h, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to...

  • Inside Sales/customer Service

    4 weeks ago

    Sainte-Julie, Canada Abrasifs Primex-Molemab Inc. Full time

    Abrasifs Primex-Molemab deals with the world of grinding wheels. Company is of Italian origin (Head Office and Production plant) with a sales office and warehouse for the USA / Canada on the south shores of Montreal. We are seeking a highly motivated individual to join our team as a Customer Service Representative and inside sales. In this role, you will be...

  • Inside Sales/customer Service

    2 days ago

    Sainte-Julie, Canada Abrasifs Primex-Molemab Inc. Full time

    Abrasifs Primex-Molemab deals with the world of grinding wheels. Company is of Italian origin (Head Office and Production plant) with a sales office and warehouse for the USA / Canada on the south shores of Montreal. We are seeking a highly motivated individual to join our team as a Customer Service Representative and inside sales. In this role, you will be...

  • Sales Representative

    3 weeks ago

    Sainte-Martine, Canada TERAPRO Full time

    Description Machinerie CH is part of the largest group of New Holland farm machinery dealers in Eastern Canada. Machinerie CH is a leader in its field and its reputation is based on world-class quality equipment and personalized service. Our branch located in Sainte-Martine is looking for a sales representative. **Responsibilities**: Without being limited...