BMO Financial Group
Retail Banking
CustomerServiceRepresentative
“Customer Service Representative at BMO Financial Group. Skills: Customer Service, Financial Advice, Sales. Deliver exceptional service to customers. Identify customer needs”
What You'll Achieve.
Achieve overall business objectives; Contribute to meeting branch business results and the customer experience; Contribute to business results and the overall experience delivered
Industry & Context.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges; Perform initial problem solving within given rules/limits
May work at multiple branches or through various channels based on market work schedule may differ from week to week in terms of days worked, hours, and shifts
What They're Looking For.
Must Have
Basic knowledge learned on the job, Verbal & written communication skills - Basic, Organization skills - Basic, Collaboration & team skills - Basic
Nice to Have
Post-secondary degree or certification in related field of study is desirable, High-level knowledge of personal, commercial and partner offers, Basic knowledge of specialized sales and business banking solutions, 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, An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges
What You'll Do.
Deliver exceptional service to customers
Identify customer needs
Provide advice and guidance
Support customer requests
Handle transactions and inquiries
Welcome customers warmly
Meet banking service needs
Offer advice on digital options
Review customer profiles
Engage customers in conversation
Identify potential opportunities
Address everyday banking plans
Escalate unresolved 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 current knowledge
Identify suspicious patterns
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 through various channels with BMO partners; Acts as a key member of a collaborative and versatile branch and market team
Communication Scope
Verbal & written communication skills - Basic
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