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Customer Service Representative
1 month ago
We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. In this role, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their best interests.
Key Responsibilities:
- Collaborate with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.
- Welcome and guide customers as they walk into the branch lobby, and offer advice and guidance on available digital and self-serve options.
- Conduct client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
- Meet customer transaction-based needs with seamless execution.
- Review customer profiles and engage customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
Requirements:
- Typically between 1-2 years of relevant experience and/or certification in a related field of study.
- Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
- Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
