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Customer Service Representative
BMO U.S.Customer Service Representative at BMO identifying customer needs and providing financial solutions. Collaborating within the team and handling transactions seamlessly for an excellent customer experience.
About the role
Key responsibilities & impact- 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.
- Supports customer requests for banking services, including handling transactions and customer inquiries.
- Welcomes customers warmly and meets their banking service and transactional needs with seamless execution.
- Reviews customer profiles and engages customers in a needs-based conversation.
- Escalates complex or unresolved customer situations to managers as required.
- Contributes to meeting branch business results and the customer experience.
- Supports operational activities (e.g. inventory management, escalated service requests).
- Acts as a key member of a collaborative and versatile branch and market team.
- Probes to understand customer personal banking and credit card needs.
- Organizes work information to ensure accuracy and completeness.
- Looks for ways to contribute to the ongoing improvement of the overall customer experience.
Requirements
What you’ll need- 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, smartphones, 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
Comp & perks- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
basic knowledge of specialized salesbasic knowledge of business banking solutionsfinancial solutionsinventory management
Soft Skills
interpersonal skillsproblem-solvingflexibilitycollaborationorganization skillscustomer servicelistening skillsresourcefulnessprofessional presencepassion for helping customers
Certifications
post-secondary degreecertification in related field