Customer Service Representative

3 weeks ago


Belleville, Ontario, Canada BMO Full time
About the Role

BMO is seeking a highly skilled and customer-focused Customer Service Representative to join our team. As a key member of our branch, 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
  • 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 (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
  • Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).
  • Executes routine tasks (e.g. service requests, transactions, queries, etc.) 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; work schedule may differ from week to week in terms of days worked, hours, and shifts.
  • Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
  • Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our 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 & escalates when required.
  • Broad work or accountabilities may be assigned as needed.
Qualifications
  • No prior experience necessary; post-secondary degree or certification in 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.
  • Basic knowledge learned on the job.
  • Verbal & written communication skills - Basic (in business environment).
  • Organization skills - Basic (in business environment).
  • Collaboration & team skills - Basic (in business environment).

Salary: $33,850.00 - $43,500.00

Pay Type: Salaried

The above represents BMO Financial Group's pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

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. To view more details of our benefits, please visit:

We're here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us 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.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

To find out more visit us at .

BMO 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.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.



  • Belleville, Ontario, Canada beBee Professionals Full time $25,000 - $35,000

    We are seeking a highly skilled Customer Service Representative to join our team at beBee Professionals in Belleville. As a Customer Service Representative, you will be responsible for providing exceptional customer service, taking customer orders, and preparing food items to meet customer expectations.Key Responsibilities:Provide a high level of customer...


  • Belleville, Ontario, Canada beBee Professionals Full time $25,000 - $35,000

    beBee Professionals in Belleville is seeking a highly skilled Customer Service Representative to join our team. As a key member of our customer service team, you will be responsible for providing excellent customer service, managing customer transactions, and maintaining a clean and organized checkout area.Key Responsibilities:Process customer purchases and...


  • Belleville, Ontario, Canada BMO Full time

    Job Summary:BMO Financial Group is seeking a highly skilled Customer Service Representative to join our team. As a key member of our branch team, you will be responsible for delivering exceptional customer service and providing advice and guidance on financial solutions to our customers.Key Responsibilities:Identify customer needs and provide solutions that...


  • Belleville, Ontario, Canada Great Canadian Entertainment Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Great Canadian Entertainment. As a key member of our Guest Services team, you will be responsible for providing exceptional customer experiences while ensuring a safe and welcoming work environment for all team members.Key...


  • Belleville, Ontario, Canada Great Canadian Entertainment Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Great Canadian Entertainment. As a key member of our Guest Services team, you will be responsible for providing exceptional customer experiences while ensuring a safe and welcoming work environment for all team members.Key...


  • Belleville, Ontario, Canada Great Canadian Entertainment Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Great Canadian Entertainment. As a key member of our Guest Services team, you will be responsible for providing exceptional service to our guests, ensuring a safe and welcoming work environment, and contributing to the overall success of our...


  • Belleville, Ontario, Canada Great Canadian Entertainment Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Great Canadian Entertainment. As a key member of our Guest Services team, you will be responsible for providing exceptional service to our guests, ensuring a safe and welcoming work environment, and contributing to the overall success of our...


  • Belleville, Ontario, Canada BMO Full time

    Job Summary:BMO Financial Group is seeking a highly skilled and customer-focused Customer Service Representative to join our team. As a key member of our branch, 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...


  • Belleville, Ontario, Canada Gatestone & Co. Inc Full time $17

    Job SummaryGatestone & Co. Inc is seeking a highly motivated and customer-focused Financial Services 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 to our clients, addressing their financial concerns, and resolving issues in a timely and...


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

    Customer Service Representative OpportunityWe are seeking a skilled and dedicated Customer Service Representative to join our team at beBee Professionals in Belleville, Canada.Key Responsibilities:Provide exceptional customer service via phone, email, and chat, ensuring timely and professional issue resolution.Offer product and service information,...


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

    Customer Service Representative OpportunityWe are seeking a skilled and dedicated Customer Service Representative to join our team at beBee Professionals in Belleville, Canada.Key Responsibilities:Provide exceptional customer service via phone, email, and chat, ensuring timely and professional issue resolution.Offer product and service information,...


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

    beBee Professionals is seeking a Service Excellence Representative to join our team in Belleville, Canada. In this role, you will be responsible for providing top-notch service to our customers, handling inquiries, and resolving issues.Key Responsibilities:Handle customer inquiries via phone, email, and chat.Provide information about products and...


  • Belleville, Ontario, Canada beBee Professionals Full time $25,000 - $35,000

    Job SummaryWe are seeking a skilled and friendly Cashier to join our team at beBee Professionals in Belleville. As a Cashier, you will be responsible for managing customer transactions, providing excellent customer service, and maintaining a clean and organized checkout area.Key ResponsibilitiesProcess customer purchases and handle cash, credit, and debit...


  • Belleville, Ontario, Canada beBee Professionals Full time $25,000 - $35,000

    Job SummaryWe are seeking a skilled and friendly Cashier to join our team at beBee Professionals in Belleville. As a Cashier, you will be responsible for managing customer transactions, providing excellent customer service, and maintaining a clean and organized checkout area.Key ResponsibilitiesProcess customer purchases and handle cash, credit, and debit...


  • Belleville, Ontario, Canada beBee Professionals Full time $25,000 - $35,000

    Job Summary:beBee Professionals in Belleville is seeking a skilled and friendly Cashier to manage customer transactions and provide a positive shopping experience. As a key member of our team, you will be responsible for handling cash, credit, and debit payments, assisting customers, and maintaining a clean and organized checkout area.Key...


  • Belleville, Ontario, Canada beBee Professionals Full time $25,000 - $35,000

    Job Summary:beBee Professionals in Belleville is seeking a skilled and friendly Cashier to manage customer transactions and provide a positive shopping experience. As a key member of our team, you will be responsible for handling cash, credit, and debit payments, assisting customers, and maintaining a clean and organized checkout area.Key...


  • Belleville, Ontario, Canada Petro Canada Gas Station and Convenience Store Full time

    Job Summary:We are seeking a highly motivated and customer-focused individual to join our team as a Guest Service Agent at Petro Canada Gas Station and Convenience Store. As a key member of our team, you will be responsible for providing exceptional customer service, selling car wash, lottery, alcohol, tobacco, fuel, and convenience store items, and...


  • Belleville, Ontario, Canada Gatestone & Co. Inc Full time $17

    About the RoleAt Gatestone & Co. Inc, we are seeking a skilled Financial Service Representative to join our team. As a key member of our Customer Contact Center, you will play a vital role in delivering exceptional customer experiences. Your primary responsibility will be to assist customers with their financial situations, providing solutions and...


  • Belleville, Ontario, Canada ONroute Full time

    At ONroute, we're looking for talented individuals to join our team as Crew Members at Tim Hortons. As a Crew Member, you'll be the face of our brand, providing exceptional customer service and ensuring a positive experience for our guests.What We Offer:Competitive hourly rate starting at $17.50Flexible scheduling to fit your needsOpportunities for...


  • Belleville, Ontario, Canada ONroute Full time

    At ONroute, we're looking for talented individuals to join our team as Crew Members at Tim Hortons. As a Crew Member, you'll be the face of our brand, providing exceptional customer service and ensuring a positive experience for our guests.What We Offer:Competitive hourly rate starting at $17.50Flexible scheduling to fit your needsOpportunities for...