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BMO CANADA

The Bank of Montreal is a Canadian multinational investment bank and financial services company. The bank was founded in Montreal, Quebec, in 1817 as Montreal Bank, making it Canada's oldest bank. In 2023, the companys seat in Forbes Global 2000 was 84.

3 Jobs Found

Customer Service Representative Part-time Job

BMO CANADA

Customer Service   Toronto
Job Details

Application Deadline:

04/29/2024

 

 

Address:

55 Bloor Street West

 

 

Job Family Group:

Retail Banking Sales & Service

 

 

 

 

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.

  • 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 transactional needs with seamless execution.
  • 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.
  • Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
  • 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).
  • Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).
  • Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.
  • Acts as a key member of a collaborative and versatile branch and market team.
  • 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.
  • Takes the initiative to find creative approaches that make each customer’s experience feel personal.
  • Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
  • Contributes to business results and the overall experience delivered in the branch.
  • May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
  • 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.
  • 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.
  • 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.
  • Complies with legal and regulatory requirements for the jurisdiction.
  • Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
  • Completes standardized tasks under supervision.
  • Performs initial problem solving within given rules/limits & escalates when required.
  • Broader work or accountabilities may be assigned as needed.

    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.
  • Projects a professional presence.
  • Basic knowledge of specialized sales and business banking solutions to refer to specialists.
  • Passionate commitment to helping customers.
  • A focus on delivering a personal experience to customers.
  • Resourceful self-starter with courage and confidence to approach customers.
  • Readiness to collaborate and work in different capacities as part of a team.
  • 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).
  • Organization skills - Basic (in business environment).
  • Collaboration & team skills - Basic (in business environment).

 

Compensation and Benefits:

$33,850.00 - $44,000.00

Customer Service Representative

BMO CANADA
Toronto
  Customer Service Part-time
Application Deadline: 04/29/2024     Address: 55 Bloor Street West     Job Family Group: Retail Banking Sales & Service         Delivers exceptional service to BMO customers an...
Learn More
Apr 24th, 2024 at 14:39

Administrator Full-time Job

BMO CANADA

Administrative Jobs   Oakville
Job Details

Application Deadline:

05/02/2024

 

 

Address:

360 Oakville Place Drive

 

 

Job Family Group:

Wealth Sales & Service

 

 

 

 

Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements.

 

  • Collaborates with internal and external stakeholders in order to deliver on business objectives.
  • Organizes and files records of office activities and business transactions.
  • Administers a filing system to ensure the availability of reports, forms, and other documentation.
  • Creates, maintains, and enters information into databases.
  • Assists with the coordination and processing of work orders for equipment warranties, maintenance, and repairs (e.g. documents, tracks, and communicates maintenance requests to appropriate areas for execution).
  • Maintains office supplies inventory and orders.
  • Schedules meetings and coordinates meeting facilities and set-up.
  • Liaises with internal and external partners to coordinate changes to premises (e.g. relocations, office planning) with minimal interruptions to business operations.
  • Identifies and escalates all irregularities and discrepancies to management.
  • Performs various operational activities to meet business objectives, client needs, and maintain overall service levels.
  • Provides administrative/operational support including financial and transactional processing and reporting, account processing and documentation, compliance processing, and other related activities; ensures proper documentation and administration of decisions.
  • Meets high quality service standards to maximize relationship retention and growth.
  • Identifies and escalates all irregularities and discrepancies to management and compliance as per guidelines.
  • Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run function.
  • Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
  • Completes standardized tasks under supervision.
  • Performs initial problem solving within given rules/limits & escalates when required.
  • Broader work or accountabilities may be assigned as needed.

 

Qualifications:

  • Post-secondary degree in related field of study desirable.
  • Basic knowledge learned on the job.
  • Verbal & written communication skills - Basic (in business environment).
  • Organization skills - Basic (in business environment).
  • Collaboration & team skills - Basic (in business environment).

 

Compensation and Benefits:

$31,600.00 - $41,100.00

Administrator

BMO CANADA
Oakville
  Administrative Jobs Full-time
Application Deadline: 05/02/2024     Address: 360 Oakville Place Drive     Job Family Group: Wealth Sales & Service         Supports the branch and/or region in achieving busin...
Learn More
Apr 22nd, 2024 at 15:25

Operations Administrator Full-time Job

BMO CANADA

Administrative Jobs   Toronto
Job Details

Application Deadline:

05/02/2024

 

 

Address:

30 St. Clair Avenue West

 

 

Job Family Group:

Wealth Sales & Service

 

 

 

 

Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements.

 

  • Collaborates with internal and external stakeholders in order to deliver on business objectives.
  • Organizes and files records of office activities and business transactions.
  • Administers a filing system to ensure the availability of reports, forms, and other documentation.
  • Creates, maintains, and enters information into databases.
  • Assists with the coordination and processing of work orders for equipment warranties, maintenance, and repairs (e.g. documents, tracks, and communicates maintenance requests to appropriate areas for execution).
  • Maintains office supplies inventory and orders.
  • Schedules meetings and coordinates meeting facilities and set-up.
  • Liaises with internal and external partners to coordinate changes to premises (e.g. relocations, office planning) with minimal interruptions to business operations.
  • Identifies and escalates all irregularities and discrepancies to management.
  • Performs various operational activities to meet business objectives, client needs, and maintain overall service levels.
  • Provides administrative/operational support including financial and transactional processing and reporting, account processing and documentation, compliance processing, and other related activities; ensures proper documentation and administration of decisions.
  • Meets high quality service standards to maximize relationship retention and growth.
  • Identifies and escalates all irregularities and discrepancies to management and compliance as per guidelines.
  • Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run function.
  • Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
  • Completes standardized tasks under supervision.
  • Performs initial problem solving within given rules/limits & escalates when required.
  • Broader work or accountabilities may be assigned as needed.

 

Qualifications:

  • Post-secondary degree in related field of study desirable.
  • Basic knowledge learned on the job.
  • Verbal & written communication skills - Basic (in business environment).
  • Organization skills - Basic (in business environment).
  • Collaboration & team skills - Basic (in business environment).

 

Compensation and Benefits:

$31,600.00 - $41,100.00

Operations Administrator

BMO CANADA
Toronto
  Administrative Jobs Full-time
Application Deadline: 05/02/2024     Address: 30 St. Clair Avenue West     Job Family Group: Wealth Sales & Service         Supports the branch and/or region in achieving busin...
Learn More
Apr 22nd, 2024 at 15:02