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    Quality Customer Service Representative - Kelowna, BC, Canada - Bank of Montreal

    Bank of Montreal
    Bank of Montreal Kelowna, BC, Canada

    1 week ago

    Default job background
    Full time
    Description
    Customer Service Representative page is loaded Customer Service Representative
    Apply locations Kelowna, BC, CAN time type Part time posted on Posted 8 Days Ago job requisition id R

    Application Deadline:
    Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects.

    Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.

    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. 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.

    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.

    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.
    Complies with legal and regulatory requirements for the jurisdiction.
    Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
    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.
    Salaries for part-time roles will be pro-rated based on number of hours regularly worked.

    Base salary is one component of BMO Financial Group's total compensation package for employees, which may include performance-based incentives, commissions or discretionary bonuses, as well as other perks and rewards.

    BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. We're here to help
    It calls on us to create lasting, positive change for our customers, our communities and our people. 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.

    Accommodations are available on request for candidates taking part in all aspects of the selection process.

    A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

    Customer Service Representative
    locations Kelowna, BC, CAN time type Part time posted on Posted 8 Days Ago Customer Service Representative

    locations Kelowna, BC, CAN time type Part time posted on Posted 8 Days Ago BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life.

    Everywhere we do business, we're focused on building, investing and transforming how we work to drive performance and continue growing the good.

    More than 12 million customers count on us for personal and commercial banking, wealth management and investment services.

    As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers.

    In Canada, the United States and across the globe, we'll continue to build, invest and transform to drive performance that serves the good that grows.

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