Customer Service Representative

BMO

St, , CA
Base: $34,750.00 - $47,250.00; bonus/equity: may i...
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, handles transactions, and offers advice on digital banking options to ensure a seamless experience.
  • BMO offers a total compensation package that may include performance-based incentives, bonuses, health insurance, tuition reimbursement, and retirement savings plans.

Matching Summary

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

Salary

Base: $34,750.00 - $47,250.00; Bonus/Equity: May include commission structure; 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
  • Digital and self-serve options guidance
  • Risk and compliance processes

Nice-to-have

  • Collaborative team environment
  • Proactive problem solving
  • Creative customer experience approaches
  • Continuous improvement mindset
  • Adaptable to schedule changes

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
  • Verbal & written communication skills - Basic
  • Organization skills - Basic
  • Collaboration & team skills - Basic

Work Rights

Not specified

Tailored Resume

Cover Letter