Customer Service Representative

4 weeks ago


Toronto, 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 customers and prospects, identifying their needs and providing advice and guidance on financial solutions.
  • Work collaboratively with the branch team to deliver the desired customer experience and achieve overall business objectives.
  • Identify customer needs and initiate referrals to BMO colleagues.
  • Support customer requests for banking services, including handling transactions and supporting customers who walk into the branch.
  • Welcomes customers warmly and meets their banking service and transactional needs with seamless execution.
  • Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
  • Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
  • Contributes to meeting branch business results and the customer experience.
  • Supports operational activities, such as inventory management, escalated service requests, and following up on customer applications.
  • Manages, loads, and reconciles cash transactions between treasury and various branch units.
  • Executes routine tasks within relevant service level agreements.
  • Acts 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 to provide strategic advice.
  • Organizes 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.
  • Contributes to business results and the overall experience delivered in the branch.
  • May work at multiple branches based on market needs, with a variable work schedule.
  • Follows through on risk and compliance processes and policies to ensure the safeguarding of customer assets, maintenance of customer privacy, and acting in their best interest.
  • Keeps current with the wider financial services marketplace, the legal and regulatory environment, and BMO's commitment to upholding the highest ethical requirements of the industry.
  • Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
  • Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
  • Complies with legal and regulatory requirements for the jurisdiction.
  • Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
  • Completes standardized tasks under supervision.
  • Performs initial problem-solving within given rules/limits and escalates when required.

Qualifications

  • No prior experience necessary; a 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, smartphones, 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.
  • Basic knowledge learned on the job.
  • Verbal and written communication skills - Basic (in a business environment).
  • Organization skills - Basic (in a business environment).
  • Collaboration and team skills - Basic (in a business environment).

Salary and Benefits

The salary range for this position is $33,850.00 - $44,000.00, with a pay type of Salaried. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

About BMO

BMO Financial Group is committed to an inclusive, equitable, and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.



  • Toronto, Ontario, Canada Zedd Customer Solutions Full time

    About the RoleLocated in the Scarborough area, this position involves making and/or receiving telephone calls on behalf of our clients. As a bilingual representative for Zedd Customer Solutions, you will perform according to established quality assurance standards and within guidelines set forth by the company and the client.Key ResponsibilitiesContact new...


  • Toronto, Ontario, Canada Zedd Customer Solutions Full time

    About Zedd Customer SolutionsWe are a leading customer solutions provider seeking a highly skilled and motivated Bilingual Inbound Sales Representative to join our team in the Scarborough area.Job SummaryThis is a full-time opportunity for an individual who possesses excellent communication skills, a strong work ethic, and a passion for sales and customer...

  • Sales Representative

    4 weeks ago


    Toronto, Ontario, Canada Zedd Customer Solutions Full time

    **Job Summary:**Zedd Customer Solutions is seeking a highly motivated and results-driven Sales Representative to join our team in the Toronto office. As a Sales Representative, you will be responsible for making and receiving telephone calls on behalf of our clients, performing according to established quality assurance standards and within guidelines set...


  • Toronto, Ontario, Canada Zedd Customer Solutions Full time

    Position Summary:We are seeking a highly skilled Multilingual Sales Representative to join our team at Zedd Customer Solutions in the Scarborough area. As a key member of our sales team, you will be responsible for making and receiving telephone calls on behalf of our clients, promoting products and services while meeting established quality assurance...

  • Sales Representative

    4 weeks ago


    Toronto, Ontario, Canada Zedd Customer Solutions Full time

    **Job Summary:**Zedd Customer Solutions is seeking a highly motivated and results-driven Inside Sales Representative to join our team. As a key member of our sales team, you will be responsible for making and receiving telephone calls on behalf of our clients, promoting products and services, and meeting established sales goals.Key Responsibilities:Place and...


  • Toronto, Ontario, Canada Zedd Customer Solutions Full time

    Job Title: Bilingual Inbound Sales RepresentativeAt Zedd Customer Solutions, we are seeking a highly motivated and bilingual sales representative to join our team. As a key member of our sales team, you will be responsible for making and receiving telephone calls to promote our products and services to new and existing customers.Key Responsibilities:Place...


  • Toronto, Ontario, Canada Zedd Customer Solutions Full time

    **Job Summary:**Zedd Customer Solutions is seeking a highly motivated and bilingual sales representative to join our team. As a sales representative, you will be responsible for making and receiving telephone calls on behalf of our clients, promoting products and services, and meeting established goals.**Key Responsibilities:**Place and receive telephone...


  • Toronto, Ontario, Canada Zedd Customer Solutions Full time

    Job Summary:We are seeking a highly motivated Business Development Representative to join our team at Zedd Customer Solutions in Toronto. As a key member of our sales team, you will be responsible for making and receiving telephone calls on behalf of our clients, promoting products and services, and meeting or exceeding established goals.About the Role:Make...


  • Toronto, Ontario, Canada Private ServiceOntario Full time

    Job Title: Customer Service RepresentativeJob Summary: We are seeking a highly motivated and customer-focused Customer Service Representative to join our team at Private ServiceOntario. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, responding to their inquiries, and resolving their...


  • Toronto, Ontario, Canada MADE'S KITCHEN AFRICAN CUISINE Full time

    Job Title: Customer Service RepresentativeJob Summary: We are seeking a Customer Service Representative to join our team at MADE'S KITCHEN AFRICAN CUISINE. As a Customer Service Representative, you will be responsible for providing exceptional customer service, operating a cash register, and preparing food orders.Responsibilities:Provide excellent customer...


  • Toronto, Ontario, Canada Adecco Canada Full time

    Job Title: Customer Service RepresentativeJob Summary:We are seeking a highly skilled Customer Service Representative to join our team at Adecco Canada. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, handling customer inquiries, and resolving issues in a timely and professional...


  • Toronto, Ontario, Canada saint-gobain Full time

    Job Title: Customer Service RepresentativeJob Summary:We are seeking a highly skilled Customer Service Representative to join our team at Saint-Gobain. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, ensuring that their needs are met and exceeded.Key Responsibilities:Provide timely and...


  • Toronto, Ontario, Canada Private ServiceOntario Full time

    Job Title: Customer Service RepresentativeAt Private ServiceOntario, we are seeking a highly organized and detail-oriented Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, responding to their inquiries, and resolving their issues in a...


  • Toronto, Ontario, Canada Adecco Canada Full time

    Customer Service Representative Job Opening in Markham, ONWe are seeking a skilled Customer Service Representative to join our team in Markham, ON. As a Customer Service Representative, you will be responsible for providing exceptional customer service to both consumer and corporate customers through inbound calling.Key Responsibilities:Respond promptly to...


  • Toronto, Ontario, Canada LELAND INDUSTIRES INC. Full time

    Leland Industries Inc. is seeking a skilled Customer Service Representative to join our team. This is a full-time position with a competitive salary and excellent benefits.Job Description:We are looking for an individual who can provide exceptional customer service and support to our clients. As a Customer Service Representative, you will be responsible for...


  • Toronto, Ontario, Canada Adecco Canada Full time

    Customer Service Representative Job OpeningWe are seeking a highly skilled Customer Service Representative to join our team at Adecco Canada. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients through inbound calls, emails, and other communication channels.Key Responsibilities:Respond to...


  • Toronto, Ontario, Canada Inspire Direct Marketing Full time

    Job Title: Customer Service RepresentativeJob Summary: We are seeking a skilled Customer Service Representative to join our team of professional fundraisers. As a Customer Service Representative, you will be responsible for connecting with donors, inspiring them to support our clients' causes, and delivering world-class results.Key Responsibilities:Make...


  • Toronto, Ontario, Canada Downtown Hyundai Full time

    We are seeking a highly skilled Customer Service Representative to join our team at Downtown Hyundai. As a key member of our customer service team, you will be responsible for addressing customer complaints, providing information about our services, and maintaining accurate records.Key Responsibilities:Develop and implement effective customer service...


  • Toronto, Ontario, Canada beBee Professionals Full time $30,000 - $45,000

    beBee Professionals in Toronto is seeking a highly motivated Customer Service Representative to join our team. As a key member of our customer service team, you will be responsible for providing exceptional customer service, handling customer inquiries, and resolving customer complaints in a professional and courteous manner.Key Responsibilities:Provide...


  • Toronto, Ontario, Canada McDonald's Full time

    About the RoleWe are seeking a Customer Service Representative to join our team at McDonald's Canada. As a Customer Service Representative, you will be responsible for providing excellent customer service, working effectively in a fast-paced environment, and maintaining a safe and clean store.Key ResponsibilitiesProvide exceptional customer service to our...