● 招聘公司：BMO Financial Group
● 公司简介：在我们的核心，我们是建设者：推动增长和扩大个人，家庭和企业的可能性。作为北美资产规模第八大的银行，超过1200万客户依赖我们的个人和商业银行、财富管理和投资服务。在加拿大、美国和全球各地，我们将继续建设、投资和变革，以推动为增长服务的业绩。● 招聘职位：客户服务代表 ● 职位类型：兼职 ● 职位薪酬：$40,000+ ● 工作内容： - 热情欢迎客户，满足客户的银行服务和交易需求；
- 支持运营活动（例如库存管理、升级服务请求、跟进客户申请、归档、开业和结业活动）；
- 管理、加载和调节财务部和各分支机构之间的现金交易；
- 执行相关服务级别协议中的常规任务；
- 了解客户个人银行和信用卡需求，并将营销推广和计划整合，以提供建议；
- 遵循风险和合规流程及政策，维护客户的隐私；
- 与更广泛的金融服务市场、法律和监管环境保持同步，并致力于维护行业的最高道德要求；
- 可根据需要分配更广泛的工作或职责。
● Responsibilities： - Welcomes customers warmly and meets their banking service and transactional needs with seamless execution.
- 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.
- Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
- 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.
- Broader work or accountabilities may be assigned as needed.
● 职位要求： - 没有必要的经验，大专学历或相关领域的证书；
- 具备专业销售和商业银行解决方案的基本知识，可向专家咨询；
- 专注于向客户提供个人体验；
- 足智多谋，有勇气和信心接近客户；
- 较强的人际交往能力，包括与客户建立良好关系和联系的能力；
- 具备倾听、解决问题的能力，灵活、创造性地应对新的挑战；
- 口头和书面沟通技巧。
● Requirements： - No prior experience necessary; post-secondary degree or certification in related field of study is desirable.
- 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.
- 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.
- Verbal & written communication skills - Basic (in business environment).
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