Customer Service Representative
1 month ago
At BMO, we're seeking a skilled Customer Service Representative to join our team. As a key member of our retail banking sales and service team, you'll be responsible for delivering exceptional service to our customers and prospects.
Key Responsibilities- Proactively engage with existing customers and prospects to identify their financial needs and provide personalized advice and guidance.
- Deliver tailored solutions to address both sales and service needs, including everyday banking, retail investments, lending solutions, and small business solutions.
- Support customer transactions needs based on customer traffic and provide advice and guidance on available digital and self-serve options.
- Escalate complex or unresolved customer situations to managers as required.
- Maintain current knowledge of personal banking products, practices, and trends, and integrate into customer conversations.
Qualifications:
- Typically between 2 - 3 years of relevant experience and post-secondary degree in a related field of study, or an equivalent combination of education and experience.
- Registration to sell investment products completed, as appropriate for the jurisdiction.
- Appropriate lending qualifications and designations.
- Working knowledge of personal and small business customer needs and solutions.
- Working knowledge of retail investments and lending products.
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