Customer Service Representative

Job title:

Buyer Service Consultant

Firm

BMO Monetary Group

Job description

Utility Deadline: 03/10/2024

Handle: 1775 Queen Road East

Job Household Group: Retail Banking Gross sales & Service

Delivers distinctive service to BMO clients and prospects. Identifies buyer wants and offers recommendation and steering relating to monetary options which might be in the very 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 clients who stroll into the department.
• Welcomes clients warmly and meets their banking service and transactional wants with seamless execution.
• Affords recommendation and steering on obtainable digital and self-serve choices with the objective of creating it straightforward, easy, and quick to financial institution with BMO.
• Opinions buyer profiles and engages clients in a needs-based dialog to establish potential alternatives and handle 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 so on.) inside related service degree 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 applications into buyer conversations to offer strategic recommendation.
• Organizes work info to make sure accuracy and completeness.
• Takes the initiative to search out inventive approaches that make every buyer’s expertise really feel private.
• Seems 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 match at a number of branches based mostly 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 clients’ belongings, preserve their privateness, and act of their greatest curiosity.
• Retains present with the broader monetary providers market, the authorized and regulatory surroundings, and our dedication to uphold the best moral necessities of our business.
• Maintains present information of private banking merchandise, practices, and traits and integrates into buyer conversations.
• Identifies and studies 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 beneath supervision.
• Performs preliminary drawback fixing inside given guidelines/limits & escalates when required.
• Broader work or accountabilities could also be assigned as wanted.

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

• Excessive-level information of private, industrial and companion provides, and the way every can greatest serve clients’ particular person wants.
• Assured and skilled in the usage of social media, tablets, sensible telephones, on-line instruments, and purposes.
• Extremely expert at serving to individuals who don’t discover digital purposes intuitive to realize confidence in tips on how to use them and to know their advantages.
• Tasks knowledgeable presence.
• Primary information of specialised gross sales and enterprise banking options to seek advice from specialists.
• Passionate dedication to serving to clients.
• A concentrate on delivering a private expertise to clients.
• Resourceful self-starter with braveness and confidence to method clients.
• Readiness to collaborate and work in numerous capacities as a part of a staff.
• Sturdy interpersonal expertise, together with the flexibility to construct rapport and connections with clients.
• A flair for listening, fixing issues, and responding flexibly and creatively to new challenges.
• Primary information discovered on the job.
• Verbal & written communication expertise – Primary (in enterprise surroundings).
• Group expertise – Primary (in enterprise surroundings).
• Collaboration & staff expertise – Primary (in enterprise surroundings).

Compensation and Advantages: $32,600.00 – $44,000.00

Pay Sort: Salaried

The above represents BMO Monetary Group’s pay vary and sort.

Salaries will fluctuate based mostly on components reminiscent of location, expertise, expertise, training, and {qualifications} for the position, and should embrace a fee construction. Salaries for part-time roles can be pro-rated based mostly on variety of hours commonly 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 package deal will fluctuate based mostly on the pay kind of the place and should embrace performance-based incentives, discretionary bonuses, in addition to different perks and rewards. BMO additionally provides medical 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 assist

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

As a member of the BMO staff you’re 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 clients. We’ll assist you with the instruments and assets it’s good to attain new milestones, as you assist our clients attain theirs. From in-depth coaching and training, to supervisor assist and network-building alternatives, we’ll aid you achieve beneficial 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 achieve energy by our folks and our views. Lodging can be found on request for candidates collaborating in all points of the choice course of. To request lodging, please contact your recruiter.

Word 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, can be thought-about BMO property. BMO won’t pay a charge for any placement ensuing from the receipt of an unsolicited resume. A recruiting company should first have a legitimate, written and totally executed company settlement contract for service to submit resumes.

Anticipated wage

$32600 – 44000 per 12 months

Location

Toronto, ON

Job date

Sat, 02 Mar 2024 03:22:03 GMT

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