Customer Service Representative - Ottawa, Canada - BMO Financial Group

BMO Financial Group

Verified Company

Ottawa, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

288 Richmond Rd Ottawa Ontario,K1Z 6X- You have a passion for helping others.

As a Customer Service Representative, you will support customer requests related to banking services including handling transactions and supporting customers who walk into the branch.

By proactively identifying customer needs and initiating referrals to appropriate team members, you will contribute to the results and the overall experience delivered in the branch. You will look for ways to contribute to the ongoing improvement of the overall branch customer experience.

Key Accountabilities:

Be a key member of a collaborative and versatile branch & market team
Welcome warmly customers & meet their banking service needs including transactions, with seamless execution
Offer advice and guidance on the digital and selfserve options available with the goal of making it easy, simple and fast to bank with BMO
Review the customer profile and engage customers in a needs based conversation to identify potential opportunities and address every day banking plans and credit card needs
Initiate referrals to the appropriate team member to ensure that BMO is able to address all of the customer needs
Take the initiative and find creative approaches to make each customer's experience feel personal
Independently manage, load & reconcile cash transactions between treasury and various branch units (e.g., CRU, etc )
Follow through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run branch
Protect the Bank's assets and comply with all regulatory, legal and ethical requirements

What we're looking for:

Passionate commitment to helping our customers
Basic knowledge of specialized sales and business banking solutions to refer to specialists
A focus on delivering a personal experience to customers
Resourceful selfstarter with courage and confidence to approach customers
Readiness to collaborate and work in different capacities as part of a team
Strong interpersonal skills, including the ability to build rapport and connections with customers
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges

Focus:

Spends up to 100% of time on conversations and requests related to banking services, including handling transactions and supporting customers who walk into the branch.
May also spend a small amount of time providing operational support for the branch when customer traffic is light

Skills:

Projects a professional presence; proactively engages customers in complete conversations about their personal banking needs; listens actively to understand customer needs, clearly explains potential solutions and their benefit to the customer
Is collaborative, enjoys helping others and being part of a team
Identifies opportunities for referrals and makes smooth hand offs to partners in BMO FG

Knowledge:

High school diploma or equivalent work experience
Completion of internal BMO training program, including customer experience and conversation training.
Highlevel knowledge of personal, commercial and partner offers, and how each can best serve customers' individual needs

Digital Leadership:

À BMO Groupe financier, le client est toujours au cœur de nos priorités. C'est pourquoi nous nous appliquons à lui offrir des conseils judicieux lors d'entretiens constructifs.

Dans le cadre de ces fonctions, vous apprendrez rapidement à connaître notre organisation et à travailler avec différents groupes de personnes talentueuses dans un milieu dynamique.

Nous écouterons vos idées et tiendrons toujours compte de votre potentiel.

Rejoignez une vraie équipe au sein de laquelle vous pourrez collaborer avec des gens qui vous aideront à bâtir une carrière intéressante et fructueuse à BMO.

- À nos côtés, vous ferez partie d'un groupe pour qui la flexibilité signifie être là pour nos clients tout en réfléchissant différemment à la façon dont nous travaillons tous ainsi qu'au moment et à l'endroit où nous le faisons.

Représentant - Service à la clientèle
Le rôle de représentant - service à la clientèle est l'un des plus importants à BMO.

Dans le cadre de ces fonctions, vous serez ambassadeur de notre marque lors de vos interactions directes avec les clients.

Tâches du représentant - Service à la clientèle:

Servir les clients et leur faire plaisir à chaque interaction, et exécuter des transactions financières, y compris des dépôts, des retraits, des règlements de factures, des demandes de devises et d'autres opérations avec efficacité et professionnalisme.
Faire preuve de leadership en gérant l'aire d'accueil de façon proactive et renseigner les clients sur les options libreservice qu'ils peuvent utiliser dans le but d'améliorer leur expérie