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Customer Service Representative

2 months ago

Osoyoos, British Columbia, Canada BMO Full time
About the Role

We are seeking a highly skilled and customer-focused individual to join our team as a Customer Service Representative. As a key member of our branch team, you will be responsible for delivering exceptional service to our customers and providing advice and guidance on financial solutions that meet their needs.

Key Responsibilities
  • Identify customer needs and provide referrals to BMO colleagues
  • Support customer requests for banking services, including handling transactions and supporting customers who walk into the branch
  • Welcome customers warmly and meet their banking service and transactional needs with seamless execution
  • Offer advice and guidance on available digital and self-serve options to make it easy, simple, and fast to bank with BMO
  • Review customer profiles and engage customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs
  • Contribute to meeting branch business results and the customer experience
  • Support operational activities, such as inventory management, escalated service requests, and following up on customer applications
  • Manage, load, and reconcile cash transactions between treasury and various branch units
  • Execute routine tasks within relevant service level agreements
  • Act 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
  • Organize 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 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 and escalates when required
Qualifications
  • No prior experience necessary; 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: $33,500.00 - $43,500.00 per year

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 the 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: https://www.bmo.com/en/careers/benefits

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 https://www.bmo.com/en/careers

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.