- Identifies customer needs and initiates referrals to BMO colleagues.
- Supports customer requests for banking services, including handling transactions and supporting customers who walk into the branch.
- Welcomes customers warmly and meets their banking service and transactional needs with seamless execution.
- Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
- Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
- Contributes to meeting branch business results and the customer experience.
- Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
- Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).
- Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.
- Acts as a key member of a collaborative and versatile branch and market team.
- Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
- Organizes work information to ensure accuracy and completeness.
- Takes the initiative to find creative approaches that make each customer's experience feel personal.
- Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
- Contributes to business results and the overall experience delivered in the branch.
- May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
- Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
- Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
- Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
- Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
- Complies with legal and regulatory requirements for the jurisdiction.
- Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
- Completes standardized tasks under supervision.
- Performs initial problem solving within given rules/limits & escalates when required.
- Broader work or accountabilities may be assigned as needed. Qualifications:
- No prior experience necessary; post-secondary degree or certification in related field of study is desirable.
- High-level knowledge of personal, commercial and partner offers, and how each can best serve customers' individual needs.
- Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications.
- Highly skilled at helping people who don't find digital applications intuitive to gain confidence in how to use them and to understand their benefits.
- Projects a professional presence.
- Basic knowledge of specialized sales and business banking solutions to refer to specialists.
- Passionate commitment to helping customers.
- A focus on delivering a personal experience to customers.
- Resourceful self-starter 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.
- Basic knowledge learned on the job.
- Verbal & written communication skills - Basic (in business environment).
- Organization skills - Basic (in business environment).
- Collaboration & team skills - Basic (in business environment).
-
Enrollment Services Representative
2 weeks ago
North Island College Port Alberni, CanadaPosting Number · **Posting Number** · - SS0367- Position Information**Division** · - Student Services & Registrar**Department** · - Student Services Port Alberni**Supervisor Title** · - Associate Registrar**Location** · - Port Alberni(PA)**Posting Type** · - Internal/External Pos ...
-
Customer Service Representative
2 weeks ago
BMO Financial Group Port Alberni, Canada7585 Pacific Rim Hwy Port Alberni British Columbia,V9Y 8Y5 · Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively wi ...
-
Customer Service Representative
2 weeks ago
BMO Financial Group Port Alberni, Canada3550 Johnston Road, Unit 130 Port Alberni British Columbia,V9Y 7W8 · Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaborat ...
-
Client Service Representative
2 weeks ago
CIBC Port Alberni, CanadaWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...
-
Client Service Representative
2 weeks ago
CIBC Port Alberni, CanadaWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...
-
Client Service Representative
3 weeks ago
CIBC Port Alberni, CanadaWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...
-
Customer Service Representative
1 week ago
Budget Car & Truck Rental Port Alberni, Canada**Quality Long Term Position Available** · **This full time position offers**: · - A competitive salary with an excellent incentive program. · - Stability and flexibility with a BC owned company that has been successful in business for over 50 years. · - A comprehensive benefits ...
-
Customer Service Representative
2 days ago
Alberni Toyota Port Alberni, CanadaYou will be Alberni Toyota's online and phone representative handling a variety of contact points with our customers including but not limited to: · - Service customers for booking appointments and follow-up. · - Sales customers that need to be informed on their current vehicle · ...
-
Customer Service Representative
6 days ago
BMO Financial Group Port Alberni, Canada3550 Johnston Road, Unit 130 Port Alberni British Columbia,V9Y 7W8 · Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaborat ...
-
Customer Service Representative
4 days ago
BMO Financial Group Port Alberni, Canada7585 Pacific Rim Hwy Port Alberni British Columbia,V9Y 7L7 · Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively wi ...
-
Member Service Representative 1
2 weeks ago
Coastal Community Credit Union Port Alberni, Canada**Position Ty**pe**:Permanent · **Together, Let's Do Great Things** · We're the largest financial institution based on Vancouver Island and the Gulf Islands, and we've got an opportunity for you. We are looking for a **Member Service Representative,** so if you're passionate abou ...
-
Customer Service/admin Representative
2 weeks ago
Enex Fuels Ltd Port Alberni, Canada**URGENTLY HIRING** · **Experienced Customer Service/**Admin Representative** Needed** · **Full Benefits** · **Full-time, Permanent** · **Who We Are**: · Enex Fuels Ltd. is one of Vancouver Island's leading fuel and lubricant suppliers for over 40 years. We are the exclusive whol ...
-
Casual Customer Service Representative
2 weeks ago
Scotiabank Port Alberni, CanadaRequisition ID: 169999 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **About the role**: · As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put ou ...
-
Client Service Representative hourly
2 days ago
CIBC Port Alberni, CanadaWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...
-
Client Service Representative hourly
3 days ago
CIBC Port Alberni, CanadaWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...
-
Client Service Representative
2 weeks ago
CIBC Port Alberni, Canada Temps partielNous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu'il faut pour nos clients. · À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir ...
-
Contract Customer Service Representative
1 day ago
Scotiabank Port Alberni, CanadaRequisition ID: 169669 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **About the role**: · As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put ou ...
-
Casual Customer Service Representative
7 hours ago
Scotiabank Port Alberni, CanadaRequisition ID: 171180 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **About the role**: · As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put ou ...
-
Member Service Representative
3 weeks ago
First Credit Union Bowser, Canada**Location: Bowser** · **Member Service Representative** · Be one of the many First Credit Union team members who say, "I love my job" - this resonates in our 5-star rating on Glassdoor and our standing as one of B.C.'s Top Employers. First Credit Union is a financial co-operativ ...
-
Customer Service Representative
2 weeks ago
Mid Island Liquor Parksville, Canada**Mid Island Liquor is looking for part-time Customer Service Representatives at our Parksville Liquor Store** · Are you committed, outgoing, reliable and love being in service for our community? Do you strive to create exceptional customer experiences in the retail industry? Thi ...
Customer Service Representative - Port Alberni, Canada - BMO
Description
Application Deadline:
06/15/2024Address:
7585 Pacific Rim HwyJob Family Group:
Retail Banking Sales & ServiceDelivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.
Compensation and Benefits:
$33, $43,500.00Pay Type:
SalariedThe above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:
We're here to help
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at .
BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.