Customer Service Representative
BMO U.S.
part-time
Posted on:
Location Type: Office
Location: Brossard • Canada
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Salary
💰 CA$34,750 - CA$47,250 per year
About the role
- Delivers exceptional service to BMO customers and prospects.
- Identifies customer needs and provides advice and guidance regarding financial solutions.
- Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
- Initiates referrals to BMO colleagues.
- Supports customer requests for banking services, including handling transactions and inquiries.
- Welcomes customers warmly and meets their banking service needs.
- Reviews customer profiles and engages customers in needs-based conversations.
- Escalates complex or unresolved customer situations to managers as required.
- Contributes to meeting branch business results and overall experience.
- Supports operational activities such as inventory management and following up on customer applications.
- Acts as a key member of a collaborative branch and market team.
Requirements
- 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).
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
basic knowledge of specialized salesbusiness banking solutionsfinancial solutions
Soft skills
interpersonal skillsproblem-solvingcollaborationcommunication skillscustomer serviceresourcefulnessprofessional presencelistening skillsflexibilityconfidence
Certifications
post-secondary degreecertification in related field