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Customer Experience Specialist

1 week ago

Sacramento, California, United States Bank of Montreal Full time

About the Job:

The Customer Experience Specialist is responsible for delivering exceptional customer service and meeting the needs of our clients. As a key member of our branch team, you will play a critical role in understanding the needs of our customers and providing advice and guidance on financial solutions that meet their interests.

You will work collaboratively with BMO partners to deliver the desired customer experience and achieve overall business objectives. This may involve identifying referral opportunities to further grow the customer's relationship with BMO beyond personal banking.

Responsibilities:

  • Deliver exceptional customer service
  • Provide advice and guidance on financial solutions
  • Collaborate with BMO partners to deliver the desired customer experience
  • Identify referral opportunities
  • Welcome and guide customers in the branch lobby
  • Conduct client conversations about banking services
  • Meet customer transaction-based needs

Requirements:

  • Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience
  • Canada only: 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
  • Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience
  • Basic knowledge of specialized sales and business banking solutions to refer to specialists
  • Passionate commitment to helping customers
  • Drive to deliver a personal customer experience
  • A focus on results and the ability to thrive in a consultative sales and team-based environment
  • 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 specialized knowledge
  • Verbal & written communication skills - Good
  • Organization skills - Good
  • Collaboration & team skills - Good
  • Analytical and problem-solving skills - Good