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Customer Service Representative

2 months ago


Boisbriand, Quebec, Canada BMO Full time
About the Role

BMO is seeking a highly skilled and customer-focused individual to join our team as a Personal Banker. As a Personal Banker, you will be responsible for delivering exceptional service to our customers and prospects, identifying their financial needs, and providing advice and guidance on financial solutions that meet their needs.

Key Responsibilities
  • Customer Engagement: Proactively engage with existing customers and prospects to understand their financial needs and provide tailored solutions to meet their goals.
  • Financial Solutions: Offer advice and guidance on a range of financial products and services, including everyday banking, retail investments, lending solutions, and small business solutions.
  • Customer Service: Provide exceptional customer service, addressing customer inquiries and resolving issues in a timely and professional manner.
  • Business Development: Identify opportunities to grow BMO's business by building new relationships within the community and generating appointments.
  • Risk Management: Apply the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio.
  • Compliance: Ensure compliance with legal and regulatory requirements, as well as the Bank's policies and procedures.
Requirements
  • Education: Typically between 2-3 years of relevant experience and a post-secondary degree in a related field of study, or an equivalent combination of education and experience.
  • Registration: Registration to sell investment products, as appropriate for the jurisdiction.
  • Lending Qualifications: Appropriate lending qualifications and designations.
  • Experience: Experience in financial services, customer service, or sales, with a focus on delivering a personal customer experience.
  • Skills: Strong interpersonal skills, including the ability to build rapport and connections with customers. Verbal and written communication skills, organization skills, collaboration and team skills, analytical and problem-solving skills.
What We Offer

BMO offers a competitive salary range of $37,500.00 - $69,500.00, as well as a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.