Customer Service Representative and Financial Advisor
1 day ago
Job Summary:
We are seeking a Customer Service Representative and Financial Advisor to join our team at BMO. In this role, you will be responsible for delivering exceptional customer service and providing financial guidance to customers.
About the Role:
- Deliver outstanding customer service by greeting customers warmly, answering their questions, and resolving any issues they may have.
- Provide personalized financial advice and guidance to customers to help them achieve their financial goals.
- Collaborate with colleagues to identify opportunities to grow customer relationships and increase sales.
- Maintain accurate records of customer interactions and transactions.
- Stay up-to-date with product knowledge and regulatory requirements to ensure excellent customer experience.
What We Offer:
- A competitive salary range of $35,000 - $52,000 per year, based on location, skills, and experience.
- The opportunity to work in a dynamic and collaborative environment with a talented team of professionals.
- Ongoing training and development to enhance your skills and knowledge.
- Access to a comprehensive benefits package, including health insurance, tuition reimbursement, and retirement savings plans.
- The chance to make a positive impact on the lives of our customers and contribute to the growth and success of BMO.
Requirements:
- 1-2 years of relevant experience in customer service or sales, preferably in the financial industry.
- Excellent communication and interpersonal skills, with the ability to build rapport with customers and colleagues.
- Strong product knowledge and understanding of financial products and services.
- Ability to work in a fast-paced environment and adapt to changing priorities.
- Certification in related field of study or equivalent combination of education and experience.
Benefits:
We offer a comprehensive benefits package that includes:
- Health insurance
- Tuition reimbursement
- Retirement savings plans
- Performance-based incentives
- Discretionary bonuses
About BMO:
BMO is committed to creating lasting, positive change for our customers, communities, and people. Our purpose is to Boldly Grow the Good in business and life, and we're looking for talented individuals who share our values and passion for making a difference.
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