Customer Service Representative
$34,750–$47,250 year
On-siteSurrey, British Columbia, Canada
Job Summary
Delivers exceptional service to BMO customers and prospects by identifying needs and providing advice on financial solutions. Supports customer requests for banking services, including handling transactions, inquiries, and digital self-serve options. Reviews customer profiles to identify opportunities for everyday banking plans and credit card needs, while escalating complex situations to managers. Executes routine tasks within service level agreements, manages cash transactions between treasury and branch units, and follows risk and compliance processes to safeguard assets. Works collaboratively within the branch and through various channels to achieve business objectives, maintaining current knowledge of personal banking products and trends.
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)
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