Customer Service Representative

3 days ago

Kingston, Ontario, Canada BMO Full time
About the Role

We are seeking a highly skilled and customer-focused individual to join our team as a Customer Service Representative. As a key member of our branch team, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their individual needs.

Key Responsibilities
  • Deliver exceptional customer service and support to customers and prospects
  • Identify customer needs and provide advice and guidance on financial solutions
  • Work collaboratively with the branch team to deliver the desired customer experience and achieve business objectives
  • Support operational activities, including inventory management, escalated service requests, and filing
  • Manage and reconcile cash transactions between treasury and branch units
  • Execute routine tasks within relevant service level agreements
  • Act 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
  • Organize 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
Requirements
  • No prior experience necessary; post-secondary degree or certification in a related field of study is desirable
  • High-level knowledge of personal, commercial, and partner offers, and how each can best serve customers' individual needs
  • Confident and experienced in the use of social media, tablets, smartphones, online tools, and applications
  • Strong interpersonal skills, including the ability to build rapport and connections with customers
  • Aptitude for listening, solving problems, and responding flexibly and creatively to new challenges
About BMO

BMO Financial Group is committed to an inclusive, equitable, and accessible workplace. We strive to help our customers reach their goals and make an impact from day one. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs.

We're 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.

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