Customer Service Representative

BMO

Haliburton, Canada
Base: $34,750.00 - $44,900.00; bonus/equity: not s...
Exceptional customer service delivery
Identify customer needs
Provide financial advice
Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions

Job Summary

  • Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions.
  • Supports customer requests for banking services, handling transactions and inquiries while offering advice on digital and self-serve options.
  • Follows risk and compliance processes to safeguard customer assets, maintain privacy, and act in their best interest.

Matching Summary

Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions.

Salary

Base: $34,750.00 - $44,900.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Exceptional customer service delivery
  • Identify customer needs
  • Provide financial advice
  • Handle banking transactions
  • Support digital banking options
  • Collaborate with branch team

Nice-to-have

  • Creative problem-solving
  • Personalized customer experience
  • Continuous improvement mindset
  • Adaptable to schedule changes
  • Ethical conduct and integrity

Key Requirements

  • Post-secondary degree or certification desirable
  • High-level knowledge of offers
  • Confident use of digital tools
  • Basic knowledge of sales solutions
  • Strong interpersonal skills

Work Rights

Not specified

Tailored Resume

Cover Letter