● 招聘公司:BMO Financial Group
● 招聘职位:客户服务代表 Customer Service Representative
● 工作性质:兼职 ● 工作内容: - 热情欢迎客户,满足客户的银行服务需求;
- 提供有关数码及自助服务选项的意见及指引;
- 回顾客户资料,让客户参与到基于需求的对话中,以发现潜在的机会,并处理每天的银行计划和信用卡需求,以确保BMO能够满足客户的所有需求,让每个客户的体验都有个性化的感觉;
- 支持必要的运营活动,独立管理、装载和协调库务部与各分公司(如CRU等)之间的现金交易;
- 遵循风险和合规流程及政策,确保我们保护客户的资产,维护他们的隐私,维护他们的最大利益。
- Be a key member of a collaborative and versatile branch & market team
- Welcome warmly customers & meet their banking service needs including transactions, with seamless execution
- Offer advice and guidance on the digital and self-serve options available with the goal of making it easy, simple and fast to bank with BMO
- Review the customer profile and engage customers in a needs based conversation to identify potential opportunities and address every day banking plans and credit card needs
- Initiate referrals to the appropriate team member to ensure that BMO is able to address all of the customer needs
- Take the initiative and find creative approaches to make each customer’s experience feel personal
- Support required operational activities, including, but not limited to: inventory management, escalated service requests, following up on customer applications, filing, opening & closing activities
- Independently manage, load & reconcile cash transactions between treasury and various branch units (e.g., CRU, etc…)
- Follow through on the 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 branch
- Protect the Bank's assets and comply with all regulatory, legal and ethical requirements
● 工作要求:我们要找的是 - 热情致力于帮助我们的客户
- 具备专业销售和商业银行解决方案的基本知识;
- 准备好作为团队的一部分以不同的身份协作和工作;
- 良好的人际关系技巧,包括与客户建立融洽关系的能力;
- 善于倾听,解决问题,灵活和创造性地应对新挑战;
- 积极主动地让客户参与有关其个人银行需求的完整对话;积极倾听客户需求,清楚地解释潜在的解决方案及其对客户的好处;
- 学习速度快,有动力应用新知识;
- 乐于合作,乐于帮助他人,为BMO FG的合作伙伴寻找推荐的机会并顺利交接;
- 高中以上学历或同等工作经验;
- 完成BMO内部培训计划,包括客户体验和对话培训;
- 对个人、商业和合作伙伴提供的高水平的知识;
- 对社交媒体、平板电脑、智能手机、在线工具和应用程序的熟练使用。
- Passionate commitment to helping our customers
- Basic knowledge of specialized sales and business banking solutions to refer to specialists
- 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
- Spends up to 100% of time on conversations and requests related to banking services, including handling transactions and supporting customers who walk into the branch.
- May also spend a small amount of time providing operational support for the branch when customer traffic is light
- Projects a professional presence; proactively engages customers in complete conversations about their personal banking needs; listens actively to understand customer needs, clearly explains potential solutions and their benefit to the customer
- Learns quickly and is motivated to apply new knowledge
- Is collaborative, enjoys helping others and being part of a team
- Identifies opportunities for referrals and makes smooth hand offs to partners in BMO FG
- High school diploma or equivalent work experience
- Completion of internal BMO training program, including customer experience and conversation training.
- High-level knowledge of personal, commercial and partner offers, and how each can best serve customers’ individual needs
- Confident and at ease 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
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