BMO Financial Group
Retail Banking
CustomerServiceRepresentative
“Customer Service Representative at BMO Financial Group. Skills: Customer service, Financial advice, Sales referrals. Deliver exceptional service to customers. Identify customer needs”
What You'll Achieve.
Achieve overall business objectives; Deliver desired customer experience; Contribute to meeting branch business results; Contribute to the overall experience delivered
Industry & Context.
Problem solving; Responding flexibly; Responding creatively
Minimum of 18. 75 hours per week, Flexible to work within branch hours, Available for 3-5 days per week, May work at multiple branches or through various channels, Work schedule may differ from week to week
What They're Looking For.
Must Have
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)
Nice to Have
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, Basic knowledge of specialized sales and business banking solutions to refer to specialists
What You'll Do.
Deliver exceptional service to customers
Identify customer needs
Provide advice on financial solutions
Initiate referrals to colleagues
Support customer requests
Handle transactions and inquiries
Welcome customers warmly
Meet banking service needs
Offer advice on digital options
Engage customers in conversations
Identify potential opportunities
Address everyday banking plans
Address credit card needs
Escalate complex situations
Contribute to branch business results
Support operational activities
Manage cash transactions
Reconcile cash transactions
Execute routine tasks
Probes to understand needs
Integrate marketing promotions
Organize work information
Find creative approaches
Contribute to improvement
Follow risk and compliance processes
Keep current with marketplace
Maintain knowledge of products
Identify suspicious activity
Comply with legal requirements
Protect Bank's assets
Complete standardized tasks
Perform initial problem solving
How You'll Work.
Team & Collaboration
Works collaboratively within the branch; Works collaboratively through various channels with BMO partners; Acts as a key member of a collaborative and versatile branch and market team; Readiness to collaborate and work in different capacities as part of a team
Communication Scope
Verbal & written communication skills - Basic (in business environment)
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