Customer Service Representative

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🕒 May 29

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BMO U.S.

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

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

• Provides first and/or second level business support • Acts as trusted advisors to stakeholders • Provides extensive business knowledge • Develops solutions based on business strategy • Supports execution of strategic initiatives • Builds effective relationships with stakeholders • Analyzes data and information for insights • Leads and participates in team projects • Executes work to deliver service • Provides coaching guidance to junior team members • First point of contact operational support • Notifies and provides regular updates on operational issues • Supports change management activities

🎯 Requirements

• Typically between 3 - 5 years of relevant experience • Post-secondary degree in related field or equivalent combination of education and experience • PC skills (MS Word, Excel, PowerPoint) - Good • Knowledge of business/group processes/procedures/tools/technology - Good • Knowledge of applicable risk and regulatory requirements • Specialized knowledge from education and/or business experience • Verbal & written communication skills - In-depth • Collaboration & team skills - In-depth • Analytical and problem solving skills - In-depth • Influence skills - In-depth • Fluent in French and English

🏖️ Benefits

• Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans