Customer Service Ambassador

4 weeks ago

Taber, Canada BMO Full time

At BMO, we're driven by a shared Purpose: Boldly Grow the Good in business and life.

Company Overview

We strive 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.

Salary

The salary range for this role is $33,850 - $43,500 per year, based on factors such as location, skills, experience, education, and qualifications for the role.

Job Description

This role is part of the Retail Banking Sales & Service team, where you'll deliver exceptional service to BMO customers and prospects. You'll identify customer needs and provide advice and guidance regarding financial solutions that are in their best interests.

  • You'll work collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.
  • You'll identify customer needs and initiate referrals to BMO colleagues.
  • You'll support customer requests for banking services, including handling transactions and supporting customers who walk into the branch.

You'll welcome customers warmly and meet their banking service and transactional needs with seamless execution. You'll offer advice and guidance on available digital and self-serve options, aiming to make it easy, simple, and fast to bank with BMO.

You'll review customer profiles and engage them in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.

You'll contribute to meeting branch business results and the customer experience. You'll support operational activities, such as inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities.

You'll manage, load, and reconcile cash transactions between treasury and various branch units. You'll execute routine tasks within relevant service level agreements.

You'll act as a key member of a collaborative and versatile branch and market team. You'll probe to understand customer personal banking and credit card needs and integrate marketing promotions and programs into customer conversations to provide strategic advice.

You'll organize work information to ensure accuracy and completeness. You'll take the initiative to find creative approaches that make each customer's experience feel personal.

You'll look for ways to contribute to the ongoing improvement of the overall branch customer experience. You may work at multiple branches based on market needs, and your work schedule may differ from week to week in terms of days worked, hours, and shifts.

You'll follow through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.

You'll keep current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.

You'll maintain current knowledge of personal banking products, practices, and trends and integrate into customer conversations.

You'll identify and report suspicious patterns of activity that are suspected to be related to money laundering. You'll comply with legal and regulatory requirements for the jurisdiction.

You'll protect the Bank's assets in compliance with all regulatory, legal, and ethical requirements.

You'll complete standardized tasks under supervision and perform initial problem-solving within given rules/limits & escalate when required.

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