Customer Service Representative

BMO Financial Group

Job title:

Buyer Service Consultant

Firm

BMO Monetary Group

Job description

Utility Deadline: 01/14/2024

Deal with: 2330 Kennedy Street, Unit E

Job Household Group: Retail Banking Gross sales & Service

Delivers distinctive service to BMO prospects and prospects. Identifies buyer wants and gives recommendation and steerage concerning monetary options which might be in one of the best pursuits of shoppers. Works collaboratively throughout the department and with BMO companions to ship the specified buyer expertise and obtain total enterprise goals.

  • Identifies buyer wants and initiates referrals to BMO colleagues.
  • Helps buyer requests for banking providers, together with dealing with transactions and supporting prospects who stroll into the department.
  • Welcomes prospects warmly and meets their banking service and transactional wants with seamless execution.
  • Presents recommendation and steerage on obtainable digital and self-serve choices with the purpose of constructing it simple, easy, and quick to financial institution with BMO.
  • Opinions buyer profiles and engages prospects in a needs-based dialog to determine potential alternatives and handle on a regular basis banking plans and bank card wants.
  • Contributes to assembly department enterprise outcomes and the client expertise.
  • Helps operational actions (e.g. stock administration, escalated service requests, following up on buyer purposes, submitting, opening and shutting actions).
  • Manages, masses, and reconciles money transactions between treasury and varied department models (e.g. CRU).
  • Executes routine duties (e.g. service requests, transactions, queries, and many others.) inside related service stage agreements.
  • Acts as a key member of a collaborative and versatile department and market staff.
  • Probes to know buyer private banking and bank card wants and integrates advertising promotions and packages into buyer conversations to offer strategic recommendation.
  • Organizes work data to make sure accuracy and completeness.
  • Takes the initiative to seek out inventive approaches that make every buyer’s expertise really feel private.
  • Appears for methods to contribute to the continuing enchancment of the general department buyer expertise.
  • Contributes to enterprise outcomes and the general expertise delivered within the department.
  • May go at a number of branches primarily based on market wants; work schedule might differ from week to week when it comes to days labored, hours, and shifts.
  • Follows by way of on danger and compliance processes and insurance policies to make sure we safeguard our prospects’ belongings, keep their privateness, and act of their greatest curiosity.
  • Retains present with the broader monetary providers market, the authorized and regulatory atmosphere, and our dedication to uphold the very best moral necessities of our business.
  • Maintains present data of private banking merchandise, practices, and developments and integrates into buyer conversations.
  • Identifies and reviews suspicious patterns of exercise which might be suspected to be associated to cash laundering.
  • Complies with authorized and regulatory necessities for the jurisdiction.
  • Protects the Financial institution’s belongings in compliance with all regulatory, authorized, and moral necessities.
  • Completes standardized duties underneath supervision.
  • Performs preliminary downside fixing inside given guidelines/limits & escalates when required.
  • Broader work or accountabilities could also be assigned as wanted.

{Qualifications}: * No prior expertise mandatory; post-secondary diploma or certification in associated discipline of examine is fascinating.

  • Excessive-level data of private, business and accomplice provides, and the way every can greatest serve prospects’ particular person wants.
  • Assured and skilled in using social media, tablets, sensible telephones, on-line instruments, and purposes.
  • Extremely expert at serving to individuals who don’t discover digital purposes intuitive to achieve confidence in use them and to know their advantages.
  • Initiatives knowledgeable presence.
  • Fundamental data of specialised gross sales and enterprise banking options to check with specialists.
  • Passionate dedication to serving to prospects.
  • A concentrate on delivering a private expertise to prospects.
  • Resourceful self-starter with braveness and confidence to strategy prospects.
  • Readiness to collaborate and work in several capacities as a part of a staff.
  • Robust interpersonal expertise, together with the flexibility to construct rapport and connections with prospects.
  • A flair for listening, fixing issues, and responding flexibly and creatively to new challenges.
  • Fundamental data realized on the job.
  • Verbal & written communication expertise – Fundamental (in enterprise atmosphere).
  • Group expertise – Fundamental (in enterprise atmosphere).
  • Collaboration & staff expertise – Fundamental (in enterprise atmosphere).

We’re right here to assist

At BMO we’re pushed by a shared Objective: Boldly Develop the Good in enterprise and life. It calls on us to create lasting, optimistic change for our prospects, our communities and our individuals. By working collectively, innovating and pushing boundaries, we rework lives and companies, and energy financial progress all over the world.

As a member of the BMO staff you might be valued, revered and heard, and you’ve got extra methods to develop and make an impression. We attempt that will help you make an impression from day one – for your self and our prospects. We’ll assist you with the instruments and assets that you must attain new milestones, as you assist our prospects attain theirs. From in-depth coaching and training, to supervisor assist and network-building alternatives, we’ll allow you to acquire precious expertise, and broaden your skillset.

To search out out extra go to us at .

BMO is dedicated to an inclusive, equitable and accessible office. By studying from one another’s variations, we acquire power by way of our individuals and our views. Lodging can be found on request for candidates participating in all points of the choice course of. To request lodging, please contact your recruiter.

Be aware to Recruiters: BMO doesn’t settle for unsolicited resumes from any supply apart from straight from a candidate. Any unsolicited resumes despatched to BMO, straight or not directly, will probably be thought of BMO property. BMO is not going to pay a price for any placement ensuing from the receipt of an unsolicited resume. A recruiting company should first have a legitimate, written and absolutely executed company settlement contract for service to submit resumes.

Anticipated wage

Location

Toronto, ON

Job date

Sat, 06 Jan 2024 03:53:23 GMT

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