Customer Service Representative
$34,750–$47,250 year
On-siteVancouver, British Columbia, Canada
Job Summary
Delivers exceptional service to BMO customers by identifying needs, providing advice on financial solutions, and handling transactions and inquiries. Welcomes customers warmly, offers guidance on digital self-serve options, and reviews profiles to address everyday banking and credit card needs. Escalates complex situations to managers, manages cash transactions between treasury units, and completes standardized tasks under supervision. Probes to understand personal and credit card needs, integrates marketing promotions, and reports suspicious activity related to money laundering. Follows risk and compliance processes to safeguard assets and maintains current knowledge of products and regulatory requirements. May work at multiple branches or through various channels with a schedule that differs week to week.
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)
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.