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Your first step at the Bank Of Montreal. Customer service agent needed to guide clients. Starting August 2020 Full-time Job

1 month ago Customer Services Montréal   13.3K views
Job Details
  • 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 redirect them to the right counter.
  • Offers advice and guidance on available banking products
  • Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans.
  • 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).
  • Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.
  • 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.
  • 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.

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.
  • Basic knowledge of specialized sales and business banking solutions to refer to specialists.
  • Passionate commitment to helping customers.
  • 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).

 

Training start End of August 2020

Company Description
BMO is hiring 30 new customer services agent all over Canada. No Experience required