Customer Service Representative

3 months ago


Invermere, Canada BMO Financial Group Full time

1241 7th Avenue Invermere British Columbia,V0A 5K8

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 - $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.

As a membe


  • Clk 12r

    3 weeks ago


    Invermere, Canada BC Public Service Full time

    Posting Title- CLK 12R - Customer Service Representative- Position Classification- Clerk R12- Union- GEU- Work Options- On-Site- Location- Invermere, BC V0A 1K0 CA (Primary) - Salary Range- $54,387.32 - $61,395.95 annually- Close Date- 12/12/2024- Job Type- Regular Full Time- Temporary End Date- Ministry/Organization- BC Public Service -> Citizens' Services-...


  • Invermere, Canada BMO Financial Group Full time

    1241 7th Avenue Invermere British Columbia,V0A 5K8 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...


  • Invermere, Canada Green Leaf Tree Services Full time

    Do you enjoy interacting with people? - Do you thrive in a fast-paced multi-tasking environment and setting & achieving goals? - Are you looking to be part of an enthusiastic, hardworking, high-performance team that continues to learn & grow? - Do you possess a high level of business acumen? - If so, we have something for you **About Green Leaf Tree...


  • Invermere, Canada Lordco Parts Ltd. Full time

    **Position: Automotive Parts Representative** **Location: Invermere, BC** - Do you love interacting with people and sharing your automotive knowledge? Are you looking for a full-time, entry-level job close to home? Join our team where you can turn your love for automotives into a fulfilling career._ Lordco Auto Parts is Canada’s largest...

  • Sto-re 21r

    3 months ago


    Invermere, Canada BC Public Service Full time

    Posting Title- STO-RE 21R - Wildfire Technician- Position Classification- Scientific/Tech Off R21 - Res- Union- GEU- Work Options- On-Site- Location- Invermere, BC V0A 1K0 CA (Primary) - Salary Range- $69,760.70 - $79,322.69 annually- Close Date- 10/13/2024- Job Type- Regular Full Time- Temporary End Date- Ministry/Organization- BC Public Service -> Ministry...

  • Spo Mh 24

    2 months ago


    Invermere, Canada BC Public Service Full time

    Posting Title- SPO MH 24 - CYMH Clinician- Position Classification- Social Prog Off (CYMH) R24- Union- GEU- Work Options- Hybrid- Location- Invermere, BC V0A 1K0 CA (Primary) - Salary Range- $46.85 - $53.46 hourly which includes a 4 Grid Temporary Market Adjustment*- Close Date- 11/12/2024- Job Type- Regular Part Time- Temporary End Date-...


  • Invermere, Canada Cleanline Automotive Full time

    THE POSITION: You pack some serious superhero skills; organization, prioritization and systematization, to name a few. Listen up! This is for you! We are on the hunt for a full time **Front Seat Driver, AKA Service Advisor** to join our growing team in **Invermere, British Columbia**! Previous automotive experience preferred but not required. Must have a...


  • Invermere, Canada ... Full time

    p>Monday, November 4, 2024We’re searching for a Trainee - Insurance Advisor. br/>Westland Insurance Group Ltd has an exciting opportunity for a Trainee - Insurance Advisor at our Invermere, BC location. Do you love to provide exceptional client service? We are looking for a career-minded individual who is focused on growing their career in...


  • Invermere, Canada Westland Insurance Group Ltd. Full time

    p>We’re searching for a Trainee - Insurance Advisor. p>Westland Insurance Group Ltd has an exciting opportunity for a Trainee - Insurance Advisor at our Invermere, BC location. Do you love to provide exceptional client service? We are looking for a career-minded individual who is focused on growing their career in insurance.Expected Compensation: The...


  • Invermere, Canada The Brick Full time

    Is this job for you?: **COME JOIN OUR WAREHOUSE/DELIVERY TEAM!** If you are a physically fit, customer service oriented, hard worker we want you on our team! **Responsibilities**: - Loading/unloading of inventory trailers - Assembly of products for display - Loading of inventory into customer vehicle on pickup - Delivery of product into customer home -...


  • Invermere, Canada Nexus Community Support Society Full time

    #MCBSINV **We are currently only hiring staff that have received the COVID -19 vaccination.** Schedule: Monday to Friday, 9:00am 5:00pm - Salary: $78,585/year- Eligible for benefits Location: Invermere, BC Status: Full Time, Permanent **More Details**: Job Summary - Responsible for managing assigned program(s) and staff.- Key Duties & Responsibilities -...


  • Invermere, Canada NEXUS Community Support Society Full time

    **We are currently only hiring staff that have received the COVID -19 vaccination.** Job Overview: Responsible for managing assigned program(s) and staff. **Duties**: - Plans, organizes, controls and directs the provision of services for assigned program(s). Ensures effective program and service delivery is consistent with agency mandate and policy,...

  • Service Technician

    3 months ago


    Invermere, Canada Invermere Home Hardware Full time

    We are expanding! Long established Rental Department for Invermere Home Hardware Building Centre requires an experienced small engine mechanic. We specialize in tool and equipment rentals for home owners, contractors and trades in the Valley. Ø Must be very versatile in many areas: threading pipe, screen and window repair, sharpening skates, knives,...


  • Invermere, Canada NEHA INVESTMENTS INC. Full time

    Education: No degree, certificate or diploma - Experience: 1 year to less than 2 years **Work setting**: - Food service establishment - Coffee shop - Fast food outlet or concession - Restaurant **Tasks**: - Establish methods to meet work schedules - Supervise and co-ordinate activities of staff who prepare and portion food - Train staff in job duties,...


  • Invermere, Canada Rocky River Grill LTD Full time

    Education: Secondary (high) school graduation certificate - Experience: 1 year to less than 2 years **Work setting**: - Restaurant **Tasks**: - Establish methods to meet work schedules - Train staff in job duties, sanitation and safety procedures - Ensure food service and quality control - Address customers' complaints or concerns - Prepare and submit...

  • Front Desk Agent

    6 months ago


    Invermere, Canada INNhotels Full time

    At INNHotels, our mission to share our Canadian experience of tourism, culture, and history with our guests begins first and foremost with our employees/team/staff that deliver this exceptional, quality experience. We wouldn’t be a leader in hospitality, sustainable tourism, or community development without the wonderful people that work with us to grow...


  • Invermere, Canada SAUJANI ENTERPRISES Inc Full time

    Education: Secondary (high) school graduation certificate - Experience: 1 year to less than 2 years **Work site environment**: - Noisy - Odours - Wet/damp - Hot - Outdoors **Work setting**: - Fast food outlet or concession - Restaurant **Tasks**: - Establish methods to meet work schedules - Supervise and co-ordinate activities of staff who prepare and...


  • Invermere, Canada Fuze Food Inc Full time

    **Food Service Supervisor** **Key Responsibilities**: - **Supervision**: Oversee the activities of staff involved in food preparation, portioning, and service. - **Coordination**: Schedule staff shifts and coordinate daily tasks to ensure smooth operations. - **Inventory Management**: Estimate and order necessary ingredients and supplies for meal...


  • Invermere, Canada Rocky River Grill LTD Full time

    Education: Secondary (high) school graduation certificateExperience: 1 year to less than 2 yearsWork settingRestaurantTasksEstablish methods to meet work schedulesTrain staff in job duties, sanitation and safety proceduresEnsure that food and service meet quality control standardsAddress customers' complaints or concernsPrepare and submit reportsEstablish...


  • Invermere, Canada Rocky River Grill LTD Full time

    Education: Expérience: EducationSecondary (high) school graduation certificateWork settingRestaurantTasksEstablish methods to meet work schedulesTrain staff in job duties, sanitation and safety proceduresEnsure that food and service meet quality control standardsAddress customers' complaints or concernsPrepare and submit reportsEstablish work...