Customer Service Representative

Job title:

Buyer Service Consultant

Firm

BMO Monetary Group

Job description

Utility Deadline: 03/29/2024Handle: 1571 Sandhurst CircleJob Household Group: Retail Banking Gross sales & ServiceDelivers distinctive service to BMO prospects and prospects. Identifies buyer wants and supplies recommendation and steering concerning monetary options which can be in one of the best pursuits of consumers. Works collaboratively throughout the department and with BMO companions to ship the specified buyer expertise and obtain general 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.
• Affords recommendation and steering on out there digital and self-serve choices with the aim of constructing it simple, easy, and quick to financial institution with BMO.
• Evaluations buyer profiles and engages prospects in a needs-based dialog to establish potential alternatives and deal with on a regular basis banking plans and bank card wants.
• Contributes to assembly department enterprise outcomes and the shopper 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 numerous department items (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 group.
• Probes to know buyer private banking and bank card wants and integrates advertising and marketing promotions and packages into buyer conversations to supply strategic recommendation.
• Organizes work data to make sure accuracy and completeness.
• Takes the initiative to seek out artistic approaches that make every buyer’s expertise really feel private.
• Seems to be for tactics 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 on threat and compliance processes and insurance policies to make sure we safeguard our prospects’ property, keep their privateness, and act of their finest 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 trade.
• Maintains present data of private banking merchandise, practices, and tendencies and integrates into buyer conversations.
• Identifies and experiences suspicious patterns of exercise which can be suspected to be associated to cash laundering.
• Complies with authorized and regulatory necessities for the jurisdiction.
• Protects the Financial institution’s property in compliance with all regulatory, authorized, and moral necessities.
• Completes standardized duties beneath 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 essential; post-secondary diploma or certification in associated discipline of examine is fascinating.

• Excessive-level data of private, industrial and accomplice affords, and the way every can finest serve prospects’ particular person wants.
• Assured and skilled in the usage of social media, tablets, good telephones, on-line instruments, and purposes.
• Extremely expert at serving to individuals who don’t discover digital purposes intuitive to achieve confidence in the best way to use them and to know their advantages.
• Tasks knowledgeable presence.
• Primary data of specialised gross sales and enterprise banking options to discuss 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 method prospects.
• Readiness to collaborate and work in numerous capacities as a part of a group.
• Robust interpersonal expertise, together with the flexibility to construct rapport and connections with prospects.
• An inherent ability for listening, fixing issues, and responding flexibly and creatively to new challenges.
• Primary data realized on the job.
• Verbal & written communication expertise – Primary (in enterprise atmosphere).
• Group expertise – Primary (in enterprise atmosphere).
• Collaboration & group expertise – Primary (in enterprise atmosphere).

Compensation and Advantages: $32,600.00 – $44,000.00Pay Kind: SalariedThe above represents BMO Monetary Group’s pay vary and kind.Salaries will range primarily based on components similar to location, expertise, expertise, schooling, and {qualifications} for the position, and should embody a fee construction. Salaries for part-time roles will likely be pro-rated primarily based on variety of hours usually labored. For fee roles, the wage listed above represents BMO Monetary Group’s anticipated goal for the primary 12 months on this place.BMO Monetary Group’s complete compensation bundle will range primarily based on the pay sort of the place and should embody performance-based incentives, discretionary bonuses, in addition to different perks and rewards. BMO additionally affords medical health insurance, tuition reimbursement, accident and life insurance coverage, and retirement financial savings plans. To view extra particulars of our advantages, please go to:We’re right here to assistAt BMO we’re pushed by a shared Goal: 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 remodel lives and companies, and energy financial progress all over the world.As a member of the BMO group you might be valued, revered and heard, and you’ve got extra methods to develop and make an impression. We try that can assist you make an impression from day one – for your self and our prospects. We’ll assist you with the instruments and assets it’s essential 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 provide help to achieve worthwhile expertise, and broaden your skillset.To seek 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 achieve power by our individuals and our views. Lodging can be found on request for candidates collaborating in all features of the choice course of. To request lodging, please contact your recruiter.Notice to Recruiters: BMO doesn’t settle for unsolicited resumes from any supply apart from instantly from a candidate. Any unsolicited resumes despatched to BMO, instantly or not directly, will likely be thought-about BMO property. BMO won’t pay a payment for any placement ensuing from the receipt of an unsolicited resume. A recruiting company should first have a sound, written and totally executed company settlement contract for service to submit resumes.

Anticipated wage

$32600 – 44000 per 12 months

Location

Toronto, ON

Job date

Tue, 19 Mar 2024 06:03:28 GMT

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