Customer Service Representative

2 weeks ago

Westmount, Canada BMO Financial Group Full time

1299 avenue Greene Westmount Quebec,H3Z 2A6

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

    7 days ago

    Westmount, Canada BMO Financial Group Full time

    1299 avenue Greene Westmount Quebec,H3Z 2A6 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...

  • Customer Service Representative

    3 weeks ago

    Westmount, Canada Access Pass Group Full time

    **ABOUT US** We are an established industry leader in a sports related business, supported by an English speaking call center offering sales, customer service, chat and account management services for customers. Maintaining excellent relationships with all customers includes providing great service guiding customers on their payments options. Aside from...

  • Customer Service

    2 weeks ago

    Westmount, Canada Animalerie Peluche Full time

    Pet supplies boutique store in Westmount looking for a pet loving individual. Work in a fun environment with a great team! **Job Types**: Full-time, Part-time Part-time hours: 30 per week **Salary**: From $16.00 per hour Schedule: - 8 hour shift Supplemental pay types: - Bonus pay Ability to commute/relocate: - Westmount, QC: reliably commute or plan...

  • Client Service Representative

    4 weeks ago

    Westmount, 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...

  • Client Service Representative-westmount

    2 weeks ago

    Westmount, 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...

  • Client Services Representative-westmount

    1 week ago

    Westmount, 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...

  • Front Counter Customer Service

    2 weeks ago

    Westmount, Canada Forno West Full time

    Company description Forno West is a new chain of local bakeries focusing on specialty breads, pastries, pizzas and imported groceries. We strive to offer a family style work environment and offer our customers unparalleled service and help them discover new products. Job description We are looking for a motivated, customer service orientated person to...

  • Home Sales Representative

    2 weeks ago

    Westmount, Canada VERTI STORE INC. Full time

    **You want a job you love**, A job in which you are autonomous in the management of your files and your time. Where your salary allows you to have a good lifestyle. We are looking for talented people to join our team of advisors on the road. You visit customers at home to advise them Your Role in Brief: You will accompany clients from the ideation to...

  • Customer Service/administrative Assistant/social

    1 week ago

    Westmount, Canada Creccal Investments Ltd. Full time

    Perfect for an active person, that loves dealing with the public and providing service. **Job Types**: Full-time, Permanent **Salary**: $21.00-$23.00 per hour **Benefits**: - Dental care - Extended health care - On-site parking - Vision care Schedule: - 8 hour shift - Monday to Friday COVID-19 considerations: All employees are given PPE; masks,...

  • Customer Service

    2 weeks ago

    Westmount, Canada Animalerie Peluche Full time

    Pet supplies boutique store in Westmount looking for a pet loving individual. Work in a fun environment with a great team! **Job Types**: Full-time, Part-time Part-time hours: 30 per week **Salary**: From $16.00 per hour Schedule: - 8 hour shift Supplemental pay types: - Bonus pay

  • Cashier/customer Service

    2 weeks ago

    Westmount, Canada Aux Vivres Westmount Full time

    **Aux Vivres is hiring! // Aux Vivres embauche !** *La version française suit. Are you fond of all things vegan and the environment? Do you rejoice in making meaningful connections with your colleagues and clients? Experienced or not, we would like to meet you! ******* Es-tu fan du véganisme et de tout ce qui concerne l'environnement ? Le fait de...

  • Cashier/customer Service

    2 weeks ago

    Westmount, Canada Aux Vivres Westmount Full time

    **Aux Vivres is hiring! // Aux Vivres embauche !** *La version française suit. Are you fond of all things vegan and the environment? Do you rejoice in making meaningful connections with your colleagues and clients? Experienced or not, we would like to meet you! ******* Es-tu fan du véganisme et de tout ce qui concerne l'environnement ? Le fait de...

  • Barista/customer Service

    2 weeks ago

    Westmount, Canada MUFFIN PLUS Full time

    Muffin Plus Café au Place Alexis Nihon métro Atwater est à la recherche des coéquipiers a temps plein ou partiel. Personnel avec ou sans expérience dans la domaine des restaurants rapides. Salaires 14.25 par l'heure plus beaucoup de pourboires Nous offrons une ambiance familial avec respect et dévouement. Présente vous sur place. ASAP dû lundi aux...

  • Cashier/customer Service

    2 weeks ago

    Westmount, Canada Aux Vivres Westmount Full time

    **Aux Vivres is hiring! // Aux Vivres embauche !** *La version française suit. Are you fond of all things vegan and the environment? Do you rejoice in making meaningful connections with your colleagues and clients? Experienced or not, we would like to meet you! ******* Es-tu fan du véganisme et de tout ce qui concerne l'environnement ? Le fait de...

  • Bilingual Customer Relations

    2 weeks ago

    Westmount, Canada Candorvision (div. of Candorpharm Inc.) Full time

    JOIN THE CANDORVISION TEAM! At Candorvision (division of Candorpharm Inc.) we provide cutting-edge technology portfolio to health professionals across Canada. Already a leader in preservative-free eye treatments, we’re one of Canada’s fastest growing healthcare companies, headquartered in Montreal near the McGill Superhospital. We are currently looking...

  • Business Development Representative

    2 weeks ago

    Westmount, Canada ANTHONY PACE REAL ESTATE INC. (REMAX) Full time

    **Job Overview** **Duties** - Conduct market research to identify potential clients and business opportunities. - Engage in telemarketing efforts to generate leads and set appointments for the sales team. - Utilize CRM software to track interactions, manage leads, and report on progress. - Develop and maintain strong relationships with clients through...

  • Business Development Representative

    1 week ago

    Westmount, Canada ANTHONY PACE REAL ESTATE INC. (REMAX) Full time

    **Job Overview** **Duties** - Conduct market research to identify potential clients and business opportunities. - Engage in telemarketing efforts to generate leads and set appointments for the sales team. - Utilize CRM software to track interactions, manage leads, and report on progress. - Develop and maintain strong relationships with clients through...

  • Receptionist

    2 weeks ago

    Westmount, Canada Place Kensington Full time

    **Place Kensington is a high end senior's residence located in Westmount. We are looking for a weekend receptionist to represent the residence and bring a personal touch to daily tasks. The work environment is pleasant and enjoyable.** **Full time, 15:00-23:00** **ROLE AND GENERAL RESPONSIBILITIES**: Greet visitors **Note and follow up on all residents'...

  • Aux Vivres Service Supervisor

    2 weeks ago

    Westmount, Canada Aux Vivres Westmount Full time

    _**(French will follow)**_ - **Service Supervisor at Aux Vivres Westmount**_ Aux Vivres Westmount, an esteemed vegan restaurant, is currently seeking a dedicated and experienced Service Supervisor to join our team. If you have proven leadership skills, a passion for excellent customer service, and the ability to thrive in a fast-paced restaurant...

  • Receptionist

    2 weeks ago

    Westmount, Canada Place Kensington Full time

    **Place Kensington is a high end senior's residence located in Westmount. We are looking for a full time receptionist to represent the residence and bring a personal touch to daily tasks. The work environment is pleasant and enjoyable.** **ROLE AND GENERAL RESPONSIBILITIES**: ** Greet visitors - Note and follow up on all residents' requests** ** Provide a...