Customer Service Representative

BMO

Nelson, Canada
Base: $34,750.00 - $44,900.00; bonus/equity: not s...
Exceptional customer service delivery
Identify customer financial needs
Provide financial advice and guidance
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.
  • Contributes to meeting branch business results and customer experience goals while following risk and compliance policies.

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 financial needs
  • Provide financial advice and guidance
  • Handle banking transactions and inquiries
  • Digital and self-serve options promotion
  • Collaborate with branch partners
  • Follow risk and compliance policies

Nice-to-have

  • Creative customer experience approaches
  • Proactive problem-solving
  • Continuous improvement mindset
  • Adaptable to changing schedules
  • Passion for helping customers

Key Requirements

  • Post-secondary degree or certification desirable
  • Confident use of digital tools
  • Basic knowledge of sales and business banking solutions
  • Strong interpersonal skills
  • Basic verbal and written communication skills
  • Basic organization skills
  • Basic collaboration and team skills

Work Rights

Not specified

Tailored Resume

Cover Letter