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Banking Advisor Full-time Job

Royal Bank Of Canada

Customer Service   Eringate-Centennial-West Deane
Job Details

What is the opportunity?

This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals. Whether you’re demonstrating to a client how to use digital banking, on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client satisfaction and loyalty.

 

 

Job Skills

Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy

 

 

 

Additional Job Details

Address:

152 MAIN ST:ERIN

City:

ERIN

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular – Trainee (Trainee)

Pay Type:

Salaried

Posted Date:

2024-08-22

Application Deadline:

2024-09-04

Banking Advisor

Royal Bank Of Canada
Eringate-Centennial-West Deane - 6.56km
  Customer Service Full-time
What is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you...
Learn More
Aug 22nd, 2024 at 14:49

Customer Service Representative Full-time Job

Moneris Canada

Customer Service   Etobicoke West Mall
Job Details

As a Customer Experience (CEx) representative, you provide Customer Service Excellence to Moneris merchants and provide detailed technical POS troubleshooting and support, detailed financial support for customer's daily processing needs. You meet overall customer service targets set by the department, offering additional advice up to and including cross-sell products and services.

 

Location: You will based in our Toronto office in a Hybrid work model. (Currently 2 days in office and 3 days from home).

Address: 3300 Bloor St W, Etobicoke, ON M8X 2X2

Reporting Relationship: You will report to the Team Lead, Customer Service

 

  • Paid training will start in May, 2024. You must be available to attend the full 10 weeks training. **

 

Your Moneris Career - What you'll do

  • Provide contact centre support to merchant clients over the phone
  • Promote our products and services to our merchants, and identifying cross-sell/up-sell opportunities and sending leads through appropriate channels
  • Collect and document information from merchants, while using problem solving techniques to provide consistent first response to inbound telephone service requests and technical inquiries
  • Achieve individual targets that contribute to goals including productivity targets, quality assurance targets, compliance targets, absenteeism targets, sign-on targets (addition of voice of the customer – customer surveys)

 

Your Moneris Career - What you bring

  • 1+ years of customer service experience preferably in a contact centre environment
  • Experience with computer functionality, software and hardware [routers/modems/etc.]
  • Fluent in English and French or Cantonese/Mandarin (reading, writing, and verbal) is a strong asset
  • Work on different shifts including evenings, weekends and holidays.

 

Your Moneris Career - What you get

  • Comprehensive Total Rewards Program including bonuses, flexible benefits starting from day 1, and your choice of either a health spending account (HSA) or personal spending account (PSA)
  • RRSP matching & defined contribution pension plan
  • Learning & development programs and resources including unlimited free access to Coursera and an Educational Assistance Program
  • Holistic approach to your well-being, with an Employee Assistance Program for you and your family, access to 24/7 virtual health care, wellness events and a supportive workplace culture
  • A workplace committed to investing in Diversity, Equity and Inclusion (DEI) through various initiatives including, employee inclusion groups (EIGs), mentorship, DEI learning and workshops, educational events, and various resources including an internal DEI website and newsletter

Customer Service Representative

Moneris Canada
Etobicoke West Mall - 6.86km
  Customer Service Full-time
As a Customer Experience (CEx) representative, you provide Customer Service Excellence to Moneris merchants and provide detailed technical POS troubleshooting and support, detailed...
Learn More
Apr 15th, 2024 at 10:40

Customer service clerk Full-time Job

Top Plus Employment Inc

Customer Service   Etobicoke West Mall
Job Details

Requirements:

Languages: Candidates must have knowledge of the English Language
Education: Candidates should have Other trades certificate or diploma or equivalent experience
Experience: Candidates should have experience of 1 to less than 2 years
Computer and technology knowledge: Internet, MS Excel, MS Outlook, MS Windows and MS Word
Own tools/equipment: Fax machine, Computer, Printer, Internet access and Cellular phone

Candidate Status:

  • Candidate must be a Canadian Citizen or temporary or permanent resident of Canada
  • Candidate must have legal authorization (Work Permit) to work in Canada
  • If Candidates are unable to fulfill above mentioned requirements, don’t apply for the position

Responsibilities:

    • The candidates should be able to access and process information, address customers’ complaints or concerns, and answer inquiries, providing information to customers
 
  • The candidates should be able to maintain records and statistics, order office supplies, and maintain inventory
  • The candidates should be able to perform general office duties, receive and log complaints, and answer clients’ inquiries, both in written and oral forms

Benefits:

  • The candidates will get various benefits

How to apply:

If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your Resume) through the below-mentioned details

 

By email
careers@topplus.ca

Customer service clerk

Top Plus Employment Inc
Etobicoke West Mall - 6.86km
  Customer Service Full-time
  22  -  24
Requirements: Languages: Candidates must have knowledge of the English Language Education: Candidates should have Other trades certificate or diploma or equivalent experience Exper...
Learn More
Jan 17th, 2024 at 07:15

Customer Experience Associate Full-time Job

Scotiabank

Customer Service   Toronto
Job Details

As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals.

Our Customer Experience Associates are people-centric and  connect with customers in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the customer’s journey by:

  • Taking a proactive approach to discovering our customer’s needs and listening to understand what they are asking for
  • Processing day to day transactions
  • Nurturing rich, long-standing relationships
  • Contributing to the Branch’s targets by identifying and fulfilling simple sales opportunities
  • Being a technology expert and sharing your knowledge by introducing clients to our mobile banking applications and assisting them to better manage their banking needs

Is this role right for you?  In this role you will:

  • Build strong customer relationships and deliver excellent customer service
  • Uncover and solve customers’ needs
  • Explain complicated concepts simply
  • Demonstrate success in a target-based performance environment, as well as contribute positively to a team-oriented work environment
  • Demonstrate an eagerness to learn and determination to succeed

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you:

  • Have proven customer service skills through work or community involvement
  • Are willing to assist in a professional, friendly and efficient manner
  • Are available to work a flexible schedule
  • Are comfortable in simple sales situations
  • Have strong technical skills and the ability to promote digital and self-service banking options to our customers

What’s in it for you?

  • The opportunity to join a forward-thinking organization surrounded by a collaborative team of innovative thinkers
  • A rewarding career path with diverse opportunities for professional development
  • Internal training to support your career growth and enhance your skills
  • An organization committed to making a difference in our communities – for you and our customers
  • You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
  • A competitive compensation and benefits package

 

Location(s):  Canada : Ontario : New Liskeard 

Customer Experience Associate

Scotiabank
Toronto - 8.04km
  Customer Service Full-time
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them...
Learn More
Mar 13th, 2025 at 15:18

Concierge Full-time Job

CBRE

Customer Service   Toronto
Job Details

This job is part of the Workplace Experience function. They are responsible for providing world-class customer service to the clients and visitors of a designated building.

What You'll Do:

  • First point of contact for all those entering the facility. Greet them with a friendly and welcoming demeanour. Issue visitor and parking passes and follow security protocols.
  • Make a memorable first impression by answering the telephone in a professional manner. Create presentations and speak to various-sized groups.
  • Arrange and confirm recreational, dining, and business activities on behalf of the requestor.
  • Manage janitorial or maintenance work orders as needed. Coordinate and complete workplace services including mail, office supply services, and onboarding.
  • Acknowledge inquiries or complaints from employees, guests, and co-workers. Provide solutions in a professional customer service-driven manner.
  • Organize and manage on-site events. This includes securing event space, set up and tear down of the room, and delivery of supplies.
  • Follow property-specific security and emergency procedures. Notify appropriate parties to ensure the safety of all individuals in the building.
  • Coordinate with vendors who supply services or goods to the workplace.
  • Explain detailed and/or complicated information within the team. Follow specific directions as given by the manager.
  • Impact through clearly defined duties, and methods and tasks are described in detail. Use existing procedures to solve straightforward problems while having a limited opportunity to exercise discretion.

What You'll Need:

To perform this job successfully, an individual will need to perform each crucial duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

  • High School Diploma or GED with up to 2 years of job-related experience.
  • Ability to follow basic work routines and standards in the application of work.
  • Communication skills to exchange straightforward information.
  • Working knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc.
  • Strong organizational skills with an inquisitive mentality.

Applicants must be currently authorized to work in Canada without the need for visa sponsorship now or in the future.

Concierge

CBRE
Toronto - 8.04km
  Customer Service Full-time
This job is part of the Workplace Experience function. They are responsible for providing world-class customer service to the clients and visitors of a designated building. What Yo...
Learn More
Mar 12th, 2025 at 15:31

Customer Experience Associate Full-time Job

Scotiabank

Customer Service   Toronto
Job Details

As a Customer Experience Associate/ Deep River, ON/ Permanent/ Part-time 15h, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals.

 

Our Customer Experience Associates are people-centric and  connect with customers in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the customer’s journey by:

 

  • Taking a proactive approach to discovering our customer’s needs and listening to understand what they are asking for
  • Processing day to day transactions
  • Nurturing rich, long-standing relationships
  • Contributing to the Branch’s targets by identifying and fulfilling simple sales opportunities
  • Being a technology expert and sharing your knowledge by introducing clients to our mobile banking applications and assisting them to better manage their banking needs

 

Is this role right for you?  In this role you will:

 

  • Build strong customer relationships and deliver excellent customer service
  • Uncover and solve customers’ needs
  • Explain complicated concepts simply
  • Demonstrate success in a target-based performance environment, as well as contribute positively to a team-oriented work environment
  • Demonstrate an eagerness to learn and determination to succeed

 

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you:

 

  • Have proven customer service skills through work or community involvement
  • Are willing to assist in a professional, friendly and efficient manner
  • Are available to work a flexible schedule
  • Are comfortable in simple sales situations
  • Have strong technical skills and the ability to promote digital and self-service banking options to our customers

 

What’s in it for you?

 

  • The opportunity to join a forward-thinking organization surrounded by a collaborative team of innovative thinkers
  • A rewarding career path with diverse opportunities for professional development
  • Internal training to support your career growth and enhance your skills
  • An organization committed to making a difference in our communities – for you and our customers
  • You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
  • A competitive compensation and benefits package

 

Location(s):  Canada : Ontario : Deep River 

Customer Experience Associate

Scotiabank
Toronto - 8.04km
  Customer Service Full-time
As a Customer Experience Associate/ Deep River, ON/ Permanent/ Part-time 15h, you are the face, character and heart of our branches. Scotiabank is a place where we put our customer...
Learn More
Mar 11th, 2025 at 14:47

Customer Service Representative Full-time Job

BMO Canada

Customer Service   Toronto
Job Details

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).

 

Salary:

$33,850.00 - $44,000.00

 

Application Deadline:

03/29/2025

Address:

120 Eringate Drive

Customer Service Representative

BMO Canada
Toronto - 8.04km
  Customer Service Full-time
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...
Learn More
Mar 10th, 2025 at 16:06

Customer Service Representative - King City, Vaughan - (18.75 hrs/week) Full-time Job

Scotiabank

Customer Service   Toronto
Job Details

As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals.

Our Customer Experience Associates are people-centric and  connect with customers in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the customer’s journey by:

  • Taking a proactive approach to discovering our customer’s needs and listening to understand what they are asking for
  • Processing day to day transactions
  • Nurturing rich, long-standing relationships
  • Contributing to the Branch’s targets by identifying and fulfilling simple sales opportunities
  • Being a technology expert and sharing your knowledge by introducing clients to our mobile banking applications and assisting them to better manage their banking needs

Is this role right for you?  In this role you will:

  • Build strong customer relationships and deliver excellent customer service
  • Uncover and solve customers’ needs
  • Explain complicated concepts simply
  • Demonstrate success in a target-based performance environment, as well as contribute positively to a team-oriented work environment
  • Demonstrate an eagerness to learn and determination to succeed

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you:

  • Have proven customer service skills through work or community involvement
  • Are willing to assist in a professional, friendly and efficient manner
  • Are available to work a flexible schedule
  • Are comfortable in simple sales situations
  • Have strong technical skills and the ability to promote digital and self-service banking options to our customers

What’s in it for you?

  • The opportunity to join a forward-thinking organization surrounded by a collaborative team of innovative thinkers
  • A rewarding career path with diverse opportunities for professional development
  • Internal training to support your career growth and enhance your skills
  • An organization committed to making a difference in our communities – for you and our customers
  • You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
  • A competitive compensation and benefits package

 

Location(s):  Canada : Ontario : King City 

Customer Service Representative - King City, Vaughan - (18.75 hrs/week...

Scotiabank
Toronto - 8.04km
  Customer Service Full-time
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them...
Learn More
Feb 26th, 2025 at 14:33

Customer Service Representative Full-time Job

Scotiabank

Customer Service   Toronto
Job Details

As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals.

Our Customer Experience Associates are people-centric and  connect with customers in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the customer’s journey by:

  • Taking a proactive approach to discovering our customer’s needs and listening to understand what they are asking for
  • Processing day to day transactions
  • Nurturing rich, long-standing relationships
  • Contributing to the Branch’s targets by identifying and fulfilling simple sales opportunities
  • Being a technology expert and sharing your knowledge by introducing clients to our mobile banking applications and assisting them to better manage their banking needs

Is this role right for you?  In this role you will:

  • Build strong customer relationships and deliver excellent customer service
  • Uncover and solve customers’ needs
  • Explain complicated concepts simply
  • Demonstrate success in a target-based performance environment, as well as contribute positively to a team-oriented work environment
  • Demonstrate an eagerness to learn and determination to succeed

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you:

  • Have proven customer service skills through work or community involvement
  • Are willing to assist in a professional, friendly and efficient manner
  • Are available to work a flexible schedule
  • Are comfortable in simple sales situations
  • Have strong technical skills and the ability to promote digital and self-service banking options to our customers

What’s in it for you?

  • The opportunity to join a forward-thinking organization surrounded by a collaborative team of innovative thinkers
  • A rewarding career path with diverse opportunities for professional development
  • Internal training to support your career growth and enhance your skills
  • An organization committed to making a difference in our communities – for you and our customers
  • You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
  • A competitive compensation and benefits package

Customer Service Representative

Scotiabank
Toronto - 8.04km
  Customer Service Full-time
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them...
Learn More
Feb 24th, 2025 at 15:12

Customer Sales and Service Agent Call Centre Full-time Job

Air Canada

Customer Service   Toronto
Job Details
As a Customer Sales and Service Agent, you will provide exceptional customer service by answering every call promptly, courteously, and professionally. You will also: 
  • Be a knowledgeable source of information regarding flights, fares, destinations, and special offers 
  • Use Air Canada’s in-house reservation system to make new flight reservations or modify existing bookings 
  • Ensure customer satisfaction by providing timely resolutions to customer inquiries. 
Take a look at this video to find out more about the Customer Sales and Service Agent role:https://youtu.be/aTKy5mJ3fdE 
 
Your benefits 
 
As one of the leading employers in Canada, we like to ensure our employees are well rewarded with a range of benefits including: 
  • Air Canada staff love to travel and we have one of the most generous employee travel programs in the industry. You will be eligible for travel privileges for yourself and other eligible persons once you’ve completed twenty-eight (28) weeks of service
  • We value your wellbeing which is why we offer a wide variety of benefit plans, including health and dental, for you and your family 
  • Training and development tools to help unlock your full potential 

Qualifications

Skills and experience required 
 
This role is vital for our client’s satisfaction. Therefore we have a number of key criteria to ensure your success: 
  • High school diploma or equivalent 
  • Available to attend and successfully pass our approximately twelve (12) week full-time paid initial training program
  • Availability to work in shifts 
  • Ability to find creative solutions to complex customer situations 
  • An effective multi-tasker who can work independently with a minimum of supervision 
  • Eligible to work in Canada 
Preferred competencies 
  • Customer service experience within a Call Centre environment 
  • Previous travel industry experience 
  • Working knowledge of computer applications and the internet 
Linguistic Requirements 
 
Candidate must speak English fluently. Priority will be given to candidates who speak English and French. As Canada's most international airline, we would love to know if you can speak one or more of the following languages in addition to English: French, Spanish, Korean, Japanese, Cantonese, or Mandarin.

Customer Sales and Service Agent Call Centre

Air Canada
Toronto - 8.04km
  Customer Service Full-time
  17.30
As a Customer Sales and Service Agent, you will provide exceptional customer service by answering every call promptly, courteously, and professionally. You will also:  Be a knowled...
Learn More
Feb 12th, 2025 at 15:56

Customer Service Representative Full-time Job

BMO Canada

Customer Service   Toronto
Job Details

Application Deadline:

02/19/2025

Address:

57-59 Provost Dr Unit B Bldg E

 

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).

 

Salary:

$33,850.00 - $44,000.00

Customer Service Representative

BMO Canada
Toronto - 8.04km
  Customer Service Full-time
  33,850  -  44,000
Application Deadline: 02/19/2025 Address: 57-59 Provost Dr Unit B Bldg E   Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advic...
Learn More
Feb 6th, 2025 at 13:50

Customer Services Representative Full-time Job

BMO Canada

Customer Service   Toronto
Job Details

Application Deadline:

02/19/2025

Address:

3835 Bloor StW/5230 Dundas StW

 

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).

 

Salary:

$33,850.00 - $44,000.00

Customer Services Representative

BMO Canada
Toronto - 8.04km
  Customer Service Full-time
Application Deadline: 02/19/2025 Address: 3835 Bloor StW/5230 Dundas StW   Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advic...
Learn More
Feb 5th, 2025 at 14:14

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