Customer Service Representative
1 week ago
We are seeking a skilled Customer Service Representative to join our team at BMO Financial Group. In this role, you will deliver exceptional service to our customers and prospects by identifying their needs and providing advice and guidance on financial solutions that align with their interests.
Key Responsibilities- Collaborate with colleagues to identify referral opportunities that grow customer relationships beyond personal banking
- Welcome and guide customers in the branch lobby, offering advice and guidance on digital and self-serve options to make banking easy, simple, and fast
- Conduct client conversations about banking services to recommend alternative 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
- Contribute to meeting branch business results and delivering a superior customer experience
In addition to your excellent communication and interpersonal skills, you will possess a strong understanding of specialized sales and business banking solutions. You will be passionate about helping customers and have a drive to deliver a personalized experience.
We offer a competitive salary range of $35,000.00 to $52,000.00 per year, depending on your location, skills, experience, education, and qualifications for the role. Our total compensation package includes performance-based incentives, discretionary bonuses, as well as other perks and rewards.
Qualifications- Typically between 1 – 2 years of relevant experience and/or certification in a related field of study
- Registration to sell investment products completed or in progress (must be completed within 12 months) in Canada
- Confident and experienced use of social media, tablets, smartphones, online tools, and applications
- Some experience in consultative customer service or sales roles with a drive to deliver a personalized customer experience
- Possession of basic knowledge of specialized sales and business banking solutions
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