Customer Support Representative

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BMO U.S.

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🛡️ Insurance

💼 Consulting

📦 Logistics

Insurance • Consulting • Logistics

BMO U. S. is a diversified financial services company operating in the United States. It offers a broad range of financial products and services including personal and business banking, mortgage services, investments, financial planning, insurance, and wealth management. Additionally, it provides commercial loans, commercial mortgages, and other financial solutions tailored for small businesses and large enterprises. The company places a strong emphasis on customer service and offers digital and cross-border banking solutions to meet the needs of diverse clients. BMO U. S. is also involved in asset management and capital markets operations, making it a full-service financial institution.

📋 Description

• Engage with BMO bank clients through inbound and outbound channels to support group insurance products • Provide general information on group insurance products and guide clients to online resources and tools • Direct clients to complete applications through digital platforms • Support enrollment of customers in travel insurance by guiding them through required steps • Meet and exceed call handling, client experience, and service quality performance metrics • Use internal systems and tools to track interactions and support client follow-ups • Identify opportunities to enhance the client experience through communication and service • Stay current on BMO Insurance products, market trends, regulatory changes, and competitor activity • Follow regulatory guidelines and internal policies without providing advisory services • Accurately document client interactions according to compliance and audit requirements • Champion BMO’s values and maintain integrity and professionalism in client interactions

🎯 Requirements

• Previous experience in customer service, sales, or contact center environments is preferred • Strong communication and interpersonal skills with a client-first mindset • Ability to clearly explain information and guide clients through processes • Comfortable using digital tools, CRM platforms, and virtual engagement channels • Results-oriented ability to work in a fast-paced, performance-driven environment • Growth mindset and passion for continuous learning and career advancement • Experience in customer retention and complaint resolution is an asset • Must adhere to regulatory guidelines and internal policies • Must ensure no advisory services are provided • Must accurately document client interactions in accordance with compliance and audit requirements

🏖️ Benefits

• Competitive compensation, benefits, and incentive structure • Continuous learning and development opportunities • Access to BMO’s extensive training resources • Dynamic, inclusive, and collaborative culture • Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans • In-depth training and coaching • Manager support • Network-building opportunities • Workplace accommodations available on request