Customer Service Representative

1 month ago

Orillia, Ontario, Canada BMO Full time
Job Summary

We are seeking a highly skilled and customer-focused Customer Service Representative to join our team at BMO Financial Group. As a key member of our branch team, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their individual needs.

Key Responsibilities
  • Deliver exceptional customer service and support to our customers and prospects
  • Identify customer needs and provide advice and guidance on financial solutions
  • Work collaboratively with our branch team to deliver a seamless customer experience
  • Support operational activities, including inventory management and escalated service requests
  • Manage and reconcile cash transactions between treasury and branch units
  • Execute routine tasks 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
  • Organize work information to ensure accuracy and completeness
  • Takes 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
Requirements
  • No prior experience necessary; post-secondary degree or certification in a related field of study 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 social media, tablets, smart phones, online tools, and applications
  • Highly skilled at helping people who don't find digital applications intuitive to gain confidence in how to use them and to understand their benefits
  • Projects a professional presence
  • Basic knowledge of specialized sales and business banking solutions to refer to specialists
  • Passionate commitment to helping customers
  • A focus on delivering a personal experience to customers
  • 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
What We Offer

We offer a competitive salary, comprehensive benefits package, and opportunities for professional growth and development. If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.

BMO Financial Group is an equal opportunities employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and accessible workplace that reflects the diversity of our customers and communities.

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