Banking Service & Solutions Advisor

BMO; Cobourg; On-site; CAD 36,000 - 51,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO is seeking a Customer Service representative in Canada. You will deliver exceptional service, identify customer needs, and guide customers toward suitable financial solutions. You will collaborate with branch teams and partners to enhance the customer experience and drive business results.

Responsibilities include handling transactions, promoting digital options, and referring opportunities to specialists. You will follow risk policies and support branch operations daily.

Qualifications

• No prior experience required; post-secondary degree or certification in related field desirable.
• Knowledge of personal, commercial and partner offers and how they serve customers’ needs.
• Comfort using social media, tablets, smartphones, online tools and apps.
• Ability to help customers gain confidence with digital applications.
• Professional presence in customer interactions.
• Basic knowledge of sales and business banking solutions for referrals.
• Commitment to helping customers and delivering personal experiences.
• Willingness to collaborate and work in a team.
• Strong listening, problem-solving and flexible thinking.

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies needs and provides guidance on financial solutions in customers’ best interests.
• Interacts with customers across branch and channels to meet service and business objectives.
• Initiates referrals to BMO colleagues and supports transactions and inquiries.
• Explains digital and self-serve options to customers for easy banking.
• Escalates complex issues to managers when required.
• Contributes to branch results and customer experience.
• Maintains risk and compliance as per policy and safeguards customer assets.

Skills

Customer service

Needs-based selling

Communication skills

Team collaboration

Digital & self-serve guidance

Professional presence

Problem solving

Adaptability

Interpersonal skills

Attention to detail

Education

Post-secondary degree or certification

Job description

BMO is seeking a Customer Service representative in Canada. You will deliver exceptional service, identify customer needs, and guide customers toward suitable financial solutions. You will collaborate with branch teams and partners to enhance the customer experience and drive business results.

Responsibilities include handling transactions, promoting digital options, and referring opportunities to specialists. You will follow risk policies and support branch operations daily.