CSR
$34,750–$44,900 year
On-siteWilliams Lake, British Columbia, Canada
Job Summary
Delivers exceptional service to BMO customers by identifying needs, providing financial guidance, and handling transactions and inquiries. Reviews customer profiles to identify opportunities for banking plans and credit card needs, while offering advice on digital and self-serve options. Escalates complex situations to managers and manages cash transactions between treasury and branch units. Probes to understand personal banking and credit card needs, integrating marketing promotions into conversations. Follows risk and compliance processes to safeguard customer assets and report suspicious activity related to money laundering. Completes standardized tasks under supervision and contributes to meeting branch business results and the overall customer experience.
Required Qualifications
- No prior experience necessary
- 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
- Confident and experienced in the use of social media, tablets, smart phones, 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 & written communication skills - Basic (in business environment)
- Organization skills - Basic (in business environment)
- Collaboration & team skills - Basic (in business environment)
- Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act 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
- Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations
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