Customer Service Representative
5 days ago
BMO Financial Group is a leading financial institution dedicated to delivering exceptional customer experiences. We strive to create lasting, positive change for our customers, communities, and people.
Compensation PackageWe offer a competitive compensation package that includes a salary of $40,000 - $60,000 per year, plus performance-based incentives and discretionary bonuses. Our benefits include health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
Job DescriptionWe are seeking a 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. Your primary focus will be on identifying customer needs and providing advice and guidance regarding financial solutions that meet their best interests.
You will work collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives. Some of your key responsibilities will include:
- Collaborating with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.
- Welcome and guiding customers as they walk into the branch lobby, offering advice and guidance on available digital and self-serve options to make it easy, simple, and fast to bank with BMO.
- As a lobby leader, assisting in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
- Meeting customer transaction-based needs with seamless execution.
- 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.
To be successful in this role, you will need to have:
- Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
- Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
- Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
- Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
We're looking for someone who is passionate about helping customers and delivering exceptional service. If you're a resourceful self-starter with courage and confidence to approach customers, we want to hear from you
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