Customer Experience Specialist
3 days ago
BMO Financial Group is seeking a skilled Customer Experience Specialist - Personal Banking to join our team. As a key member of our branch, you will be responsible for delivering exceptional customer experiences and driving business results.
Job Summary:
- Deliver exceptional service to BMO customers and prospects
- Identify customer needs and provide advice and guidance on financial solutions
- Collaborate with BMO partners to deliver desired customer experience and achieve overall business objectives
- Work collaboratively within the branch and with BMO partners to meet customer transaction-based needs
- Support operational activities such as inventory management, escalated service requests, and follow-up on customer applications
- Act as a key member of a collaborative and versatile branch and market team
- Contribute to meeting branch business results and the customer experience
- Maintain current knowledge of personal banking products, practices, and trends
Requirements:
- Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience
- Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction
- Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications
- Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience
- Basic knowledge of specialized sales and business banking solutions to refer to specialists
- Passionate commitment to helping customers
- Drive to deliver a personal customer experience
- A focus on results and the ability to thrive in a consultative sales and team-based environment
- 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
Salary Range: $33,850.00 - $49,500.00 per year (salaried), with opportunities for performance-based incentives and bonuses.
About Us:
BMO Financial Group is committed to an inclusive, equitable and accessible workplace. We strive to help our employees make an impact from day one – for themselves 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.
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