Customer Service Representative

Provide exceptional service to current and prospective BMO customers. Determine client needs and provide advice and guidance regarding financial solutions that are in the client's best interest. Work collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall objectives.Determine client needs and make client referrals to BMO colleagues.Support customer requests for banking services, including processing transactions and supporting customers who come into the branch.Greet customers warmly and meet their banking and transaction needs without difficulty.Advise and guide customers on the digital and self-service options available that will make banking at BMO user-friendly, simple and quick.Review customer profiles and initiate a needs-based interview with them to identify possible opportunities to offer regular banking service programs and a choice of credit cards.Contribute to achieving branch results and the customer experience.Collaborate on operational activities (e.g., inventory management, escalation of service requests, follow-up on customer requests, filing, and opening and closing activities).Manage the entry and reconciliation of cash transactions between treasury and different branches (e.g., banknote recycler).Perform routine tasks (e.g. processing service requests, transactions and queries) within relevant service level agreements.Act as a key member of a collaborative and versatile branch and local team.Seeks to understand customer needs for personal banking and credit cards and integrates promotional offers and marketing programs into customer interviews to provide strategic advice.Classify information to ensure accuracy and completeness.Take the initiative to apply creative approaches to give a human dimension to each customer experience.Look for ways to participate in the continuous improvement of the overall customer experience in branch.Contribute to business results as well as the overall experience offered in the branch.If necessary, carry out his duties in several branches according to market needs; Work schedule may vary from week to week in terms of days, hours and shifts.Monitor risk and compliance policies and processes to ensure we protect our clients' assets and confidentiality and act in their best interests.You'll stay up to date on what's happening across the financial services market, legislation and regulation, and our commitment to upholding the highest ethical standards in the industry.