Customer Experience Specialist

2 days ago


Calgary, Alberta, Canada BMO Financial Group Full time
About the Role:

We are seeking a Customer Experience Specialist to join our team at BMO Financial Group. In this role, 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 best interests.

Key Responsibilities:

* Collaborate with colleagues to identify referral opportunities that further grow customers' relationships with us beyond personal banking
* Welcome and guide customers as they walk into our branch lobby, offering advice and guidance on available digital and self-serve options to make it easy, simple, and fast to bank with us
* Conduct client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice
* Meet customer transaction-based needs with seamless execution
* Review customer profiles and engage in needs-based conversations to identify potential opportunities and address everyday banking plans and credit card needs

What You'll Need:

* Typically 1-2 years of relevant experience and/or certification in a related field of study, 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 use of social media, tablets, smartphones, online tools, and applications
* Some experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience

About Us:

BMO Financial Group is committed to being a leader in business and life. We strive to create lasting, positive change for our customers, communities, and people. By working together, innovating, and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

Your Benefits:

* Competitive salary range: $35,000.00 - $52,000.00 per year
* Salaried pay type
* Comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans
* Opportunities for professional development and career growth

About Our Location:

The ideal candidate will be located in Calgary, Alberta, where they will have access to a variety of amenities and opportunities for professional and personal growth.

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