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Customer Service Representative Jobs
Company | BMO |
Address | Red Deer, Alberta, Canada |
Employment type | PART_TIME |
Salary | |
Category | Financial Services |
Expires | 2023-09-18 |
Posted at | 8 months ago |
This is a part-time Customer Service Representative opportunity. Hours are guaranteed at 18.75 hours/week. Candidates should be flexible to work within branch hours.
Qualifications:
- Takes the initiative to find creative approaches that make each customer’s experience feel personal.
- Complies with legal and regulatory requirements for the jurisdiction.
- Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
- Performs initial problem solving within given rules/limits & escalates when required.
- Completes standardized tasks under supervision.
- Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
- Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
- 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.
- Contributes to meeting branch business results and the customer experience.
- Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
- Identifies customer needs and initiates referrals to BMO colleagues.
- May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
- Contributes to business results and the overall experience delivered.
- Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
- Looks for ways to contribute to the ongoing improvement of the overall customer experience.
- Broader work or accountabilities may be assigned as needed.
- Supports customer requests for banking services, including handling transactions and customer inquiries.
- Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).
- 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.
- Welcomes customers warmly and meets their banking service and transactional needs with seamless execution.
- Organizes work information to ensure accuracy and completeness.
- Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
- Acts as a key member of a collaborative and versatile branch and market team.
- 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.
- Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.
- Escalates complex or unresolved customer situations to managers as required.
Qualifications:
- No prior experience necessary; post-secondary degree or certification in related field of study is desirable.
- A focus on delivering a personal experience to customers.
- Readiness to collaborate and work in different capacities as part of a team.
- Basic knowledge of specialized sales and business banking solutions to refer to specialists.
- Collaboration & team skills - Basic (in business environment).
- Strong interpersonal skills, including the ability to build rapport and connections with customers.
- Organization skills - Basic (in business environment).
- 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.
- Basic knowledge learned on the job.
- Passionate commitment to helping customers.
- Projects a professional presence.
- High-level knowledge of personal, commercial and partner offers, and how each can best serve customers’ individual needs.
- Verbal & written communication skills - Basic (in business environment).
- An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
- Resourceful self-starter with courage and confidence to approach customers.
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