Banking Experience Advisor | Customer Concierge

BMO Financial Group; Oakville; On-site; CAD 34,000 - 48,000; Full time

Job summary

A leading financial institution in Oakville is seeking a Banking Service Representative to deliver exceptional customer service and financial solutions. The role involves identifying customer needs, processing transactions, and providing guidance on banking options. Ideal candidates should possess strong interpersonal skills, a focus on customer satisfaction, and a relevant post-secondary education. This position offers a competitive salary and opportunities for professional growth.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Qualifications

• No prior experience necessary; a post-secondary degree or certification in a related field is desirable.
• Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications.
• Basic knowledge of specialized sales and business banking solutions.

Responsibilities

• Identifies customer needs and initiates referrals to colleagues.
• Supports customer requests for banking services, including handling transactions and inquiries.
• Offers advice on digital and self-serve options to enhance customer experience.

Skills

Interpersonal skills

Problem solving

Confidence in digital tools

Customer service focus

Team collaboration

Education

Post-secondary degree or certification

Job description

A leading financial institution in Oakville is seeking a Banking Service Representative to deliver exceptional customer service and financial solutions. The role involves identifying customer needs, processing transactions, and providing guidance on banking options. Ideal candidates should possess strong interpersonal skills, a focus on customer satisfaction, and a relevant post-secondary education. This position offers a competitive salary and opportunities for professional growth.