Sales and Service Representative

2 weeks ago

Vernon, Canada BMO Full time

Overview

BMO is a leading financial institution committed to delivering exceptional customer experiences. As a Sales and Service Representative, you will play a key role in achieving our mission by providing top-notch service and support to our customers.

Salary Range:

$33,850.00 - $43,500.00 per year, depending on location, experience, and qualifications.

About the Job

This is an exciting opportunity to join our dynamic team as a Sales and Service Representative in Retail Banking Sales & Service. In this role, you will be responsible for delivering exceptional customer service, identifying customer needs, and providing advice and guidance on financial solutions that meet their individual needs.

You will work collaboratively with colleagues and partners to deliver a seamless customer experience, achieve business objectives, and contribute to meeting branch business results.

Key Responsibilities:

  • Identify customer needs and initiate referrals to BMO colleagues.
  • SUPPORT CUSTOMER REQUESTS FOR BANKING SERVICES, INCLUDING HANDLING TRANSACTIONS AND SUPPORTING CUSTOMERS WHO WALK INTO THE BRANCH.
  • Welcome customers warmly and meet their banking service and transactional needs with seamless execution.
  • Offer advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
  • Review customer profiles and engage customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
  • Contribute to meeting branch business results and the customer experience.
  • SUPPORT OPERATIONAL ACTIVITIES (E.G. INVENTORY MANAGEMENT, ESCALATED SERVICE REQUESTS, FOLLOWING UP ON CUSTOMER APPLICATIONS, FILING, OPENING AND CLOSING ACTIVITIES).
  • Manage, load, and reconcile cash transactions between treasury and various branch units (e.g. CRU).
  • Execute routine tasks (e.g. service requests, transactions, queries, etc.) 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 to provide strategic advice.
  • Organize work information to ensure accuracy and completeness.
  • Take 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.
  • Broaden work or accountabilities may be assigned as needed.

Qualifications

We're looking for candidates who possess excellent communication and interpersonal skills, with a passion for delivering exceptional customer service. A post-secondary degree or certification in a related field is desirable but not required. If you have a strong understanding of personal, commercial, and partner offers, and how each can best serve customers' individual needs, we'd love to hear from you

What We Offer

As a Sales and Service Representative, you'll enjoy a competitive salary range of $33,850.00 - $43,500.00 per year, plus a comprehensive benefits package that includes health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. You'll also have the opportunity to grow and develop your skills through training and coaching, and work in a dynamic and supportive team environment.

About Us

BMO Financial Group is a leading financial institution with a long history of serving our customers and communities. We're committed to delivering exceptional customer experiences, and we're looking for talented individuals like you to help us achieve our mission. At BMO, we value diversity, equity, and inclusion, and we strive to create a workplace that is welcoming and inclusive for everyone. If you're passionate about delivering exceptional customer service and working in a dynamic team environment, we encourage you to apply for this exciting opportunity

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