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Banking Solutions Specialist

2 months ago


ChathamKent, Canada BMO Full time

Job Summary:

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 providing advice and guidance on financial solutions that meet their needs.

Key Responsibilities:

  • Identify customer needs and provide personalized solutions to meet their financial goals.
  • Support customers with banking services, including transactions and account management.
  • Collaborate with colleagues to deliver a seamless customer experience and achieve business objectives.
  • Stay up-to-date with industry trends and developments to provide expert advice to customers.
  • Contribute to the growth and development of our customers' financial well-being.
  • Work collaboratively with the branch team to achieve business results and improve the customer experience.
  • Develop and maintain strong relationships with customers to understand their needs and preferences.
  • Provide exceptional customer service and support to ensure customer satisfaction and loyalty.
  • Stay organized and manage multiple priorities to meet business objectives.
  • Participate in ongoing training and development to enhance skills and knowledge.

Requirements:

  • No prior experience necessary; post-secondary degree or certification in a related field 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 digital tools and applications.
  • Strong interpersonal skills, including the ability to build rapport and connections with customers.
  • Ability to work in a fast-paced environment and adapt to changing priorities.
  • Basic knowledge of specialized sales and business banking solutions to refer to specialists.
  • Passionate commitment to helping customers achieve their financial goals.
  • Strong communication and problem-solving skills.

What We Offer:

  • A competitive salary and benefits package.
  • Ongoing training and development opportunities.
  • A collaborative and supportive work environment.
  • The opportunity to work with a leading financial institution and make a positive impact on customers' lives.