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Client Advisor Full-time Job

Royal Bank Of Canada

Customer Service   Guelph
Job Details

As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and are excited to help clients embrace our digital capabilities, you can build a great career with us as a future Account Manager/Banking Advisor.

 

 

Job Description

What will you do?

  • Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions and by identifying opportunities for advice, solutions, digital enablement and partner introductions
  • Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business
  • Contribute to team results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of RBC partners, or personally fulfil client solutions
  • Proactively take ownership of resolving and preventing client banking problems
  • Cultivate and maintain relationships with partners to work as one RBC team
  • Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions

 

What do you need to succeed?

Must-have

  • Goal-oriented individual with a demonstrated passion for putting clients first.
  • Drive and self-motivation, as well as excellent communication skills and emotional intelligence
  • Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
  • Personal flexibility to work flex hours
  • Eagerness to learn and determination to succeed
  • Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds in Canada or the Canadian Securities Course

 

Nice-to-have

  • Track record in building rapport and maintaining client relationships within the financial, service or retail industry
  • Mutual Funds accreditation

 

Is this job right for you? Check out our video and decide for yourself!

 

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • A world-class training program in financial services
  • Excellent career development and access to a variety of job opportunities across business and geographies
  • Leaders who support your development through coaching and managing opportunities
  • Work in a dynamic, collaborative, progressive, and high-performing team

 

 

Job Skills

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

 

 

 

Additional Job Details

Address:

5 CLAIR RD E:GUELPH

City:

GUELPH

Country:

Canada

Work hours/week:

15

Employment Type:

Part time

Platform:

Personal and Commercial Banking

Job Type:

Regular

Pay Type:

Salaried

 

Application Deadline:

2024-06-14

Client Advisor

Royal Bank Of Canada
Guelph - 63.91km
  Customer Service Full-time
As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting...
Learn More
Jun 7th, 2024 at 14:19

Administrative Support Assistant Full-time Job

Scotiabank

Administrative Jobs   Oakville
Job Details

As an Administrative Support Assistant, your role is to provide administrative support to one or more Advisors and their teams

 

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

 

1. Ensure a high level of non-trade client service by:

  • Acting as receptionist by answering phones and greeting clients
  • Arranging client meetings including venues, preparing printed materials and handling schedule changes
  • Assisting with Advisor seminars by booking venues, scheduling guests, greeting clients, arranging for refreshments etc.
  • Following up on client meetings and entering notes in contact management system
  • Processing client requests, account transfers, deposits, withdrawals and payments, requests for tax receipts and account reporting
  • Responding to client inquiries and issues in a timely, responsive manner and escalating to Advisor when appropriate

 

2. Provide administrative support by:

  • Processing client account documentation
  • Assisting in writing and processing clients’/prospects letters and proposals
  • Ordering marketing materials
  • Maintaining client files and information on the appropriate systems
  • Opening new accounts and processing new account documentation
  • Processing account transfer documentation and follow up to ensure receipt
  • Following up on outstanding documentation for restricted accounts
  • Ensuring all client interaction is accurately documented
  • Gathering deferred sales charge (DSC) information
  • Ensuring adherence of all regulatory rules as it relates to client accounts and related documentation
  • Following up with clients on missing documentation required as per the industry regulatory requirements

 

3. Contribute to the effective functioning of the branch team by:

  • Building effective working relationships across the team and with various business line and corporate function contacts
  • Maintaining a high level of customer service
  • Facilitating a culture of open and honest communication
  • Actively participating and contributing to touch bases and team meetings
  • Encouraging the generation of new ideas and approaches
  • Actively sharing knowledge and experience to enhance the development of all team members
  • Developing and executing a meaningful employee development plan

 

Do you have the skills? We'd love to work with you if you have:

 

  • Excellent written and verbal communication skills
  • Strong organizational skills
  • Ability to take initiative and work independently
  • Ability to meet deadlines
  • Knowledge of Microsoft systems: Word, Excel and PowerPoint
  • Secondary education

 

What's in it for you

 

At ScotiaMcLeod we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At ScotiaMcLeod– you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.

  • The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers. 
  • An organization committed to making a difference in our communities– for you and our clients.
  • An inclusive working environment that encourages creativity, curiosity and celebrates success. 
  • Learning and Development – free access to Scotia Academy to upskill and develop your skills

Administrative Support Assistant

Scotiabank
Oakville - 30.77km
  Administrative Jobs Full-time
As an Administrative Support Assistant, your role is to provide administrative support to one or more Advisors and their teams   Is this role right for you? In this role you will:...
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Jun 7th, 2024 at 14:01

Customer Experience Associate Full-time Job

Scotiabank

Customer Service   Innisfil
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 Experience Associate

Scotiabank
Innisfil - 69.03km
  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
Jun 7th, 2024 at 13:52

Field Sales Representative Full-time Job

Coca-Cola Canada Bottling Limited

Sales & Retail   Scarborough Village
Job Details

Coke Canada Bottling Sales Development Managers (SDM) are our Field Sales Representatives tasked with identifying and capitalizing on sales opportunities with a wide range of customers, including Convenience & Gas stores, Restaurants & Bars, and other Food Service / On Premise establishments. The SDM's primary goal is to drive profitable sales by deeply understanding the diverse channels and Coke Canada's beverage portfolio.

Coke Canada’s aim is to become our customers’ most valued supplier.  The Field Sales Representative plays a critical role in helping us achieve this goal, in many cases they will be the first point of contact for our customers. Developing strong, collaborative partnerships will be a priority.  

Additionally, the Field Sales Rep will play a pivotal role in expanding the customer base and driving business growth within their designated territory.

Responsibilities

  • Successfully sell customer promotional plans, incremental displays and equipment placements that include annual Customer Marketing Agreements and align with the customer's and the Coke Canada Bottling system’s business objectives and strategies
  • Prospect for new business within assigned territory
  • Evaluate outlet opportunities for new and existing small store customers
  • Develop a customized business plan addressing the critical needs of the customer(s) 
  • Proactively arrange time and territory to achieve optimum face-to-face selling opportunities
  • Manage orders and inventoryto ensure that revenue and profit goals are achieved and merchandising standards are maintained at each store
  • Work collaboratively with the merchandising Supervisors and order replenishment team to ensure that revenue and profit goals are achieved, and that appropriate inventory levels and merchandising standards are maintained at each store 
  • Ensures a high level of customer service and resolves issues promptly 
  • Sell in promotional programs and ensure dealer compliance 
  • Execute channel and customer promotions/programs that leverage national brand strategies
  • Be able to lift, carry and position product (weight up to 50lbs or 22kgs) above shoulder height without assistance

Qualifications

  • 1-3 years selling in consumer goods industry required
  • Minimum of 1 years in consumer products/direct store delivery sales/major account management  
  • Strong analytical, organizational, planning, verbal and written communications skills are a must 
  • Proficient using a variety of computer programs 
  • Valid driver's license and driving record free from any violations for the past 3 years 
  • Post secondary education is preferred

Field Sales Representative

Coca-Cola Canada Bottling Limited
Scarborough Village - 22.4km
  Sales & Retail Full-time
Coke Canada Bottling Sales Development Managers (SDM) are our Field Sales Representatives tasked with identifying and capitalizing on sales opportunities with a wide range of custo...
Learn More
Jun 7th, 2024 at 13:50

Mechanic Full-time Job

City Of Brampton

Maintenance & Repair   Brampton
Job Details

AREA OF RESPONSIBILITY: 
Reporting to the Foreperson, Mechanical, perform licensed mechanical repairs on all corporately owned vehicles and machinery, and minor repairs on leased equipment, but not limited to and including small hand-held equipment and walk-behind equipment.

  • Corrects drivability problems and performs mechanical repairs on all aspects and types of equipment (corporate-owned and leased), including electrical, body, fuel, engine, intake and emission control, transmission, drive shafts and axle assemblies, frames and hitching/coupling, suspension, steering, air supply and braking systems.
  • Recognize and detect defects on equipment, report and repair any deficiencies, and perform seasonal overhaul by modifying equipment.
  • Inspects vehicles, all trailers and specialize equipment according to MTO regulations.
  • Operates computerized diagnostic equipment including hand-held scan tools, printers and conducts road tests to determine vehicle repairs required. Transports vehicles to/from outside repair facilities, arenas, etc.
  • Uses a computerized maintenance management system and completes required paperwork for work orders, conditions reports, government inspection records, and daily work reports.
  • Co-signs commercial vehicle inspection certificates to ensure confirmation of vehicle safety and MTO compliance
  • Diagnoses and repairs a variety of makes of hydraulic, pneumatic, high pressure water and steam systems; makes necessary modifications over manufacturer’s design when needed.
  • Diagnoses and calibrate LPG and CNG systems to keep all gaseous emissions within ministry standards; manages complex emission systems.
  • Works on refrigerant based system; understands and repair heating and cooling systems on all vehicles and equipment including accessory equipment (coolant heaters).
  • Inspects, maintains and uses required personal and protective equipment to ensure safety for personal and common shop use.
  • Responds/actions service calls in all weather conditions at any times of the day; performs vehicle and equipment repairs on-site, and transports back to the garage if further repair is required.
  • Diagnoses problems and mechanical failures, and ensures safe operation of City of Brampton equipment.
  • Programs and sets up various types of equipment, including but not limited to sand, salt, de-icing, brine, and grass cutting equipment; calibrates street sweeping equipment, ice flooders, and emission control units.
  • Teaches and provides in-house training to co-workers and Apprentices;
  • Provides instructions and collaborates with Garage General Helpers and other staff on equipment usage and maintenance procedures.
  • Designs, modifies, and fabricates components on new and used equipment to achieve maximum efficiency.
  • Coordinates with Parts department in stocking items, and provides parts list for equipment to be serviced.
  • Performs pre-delivery inspections and prepared vehicles for service.
  • Performs vehicle repairs and modifications with the use of oxy-acetylene, welding, grinding, soldering, cutting equipment.
  • Periodically cleans vehicles and equipment to be able to properly diagnose and repair; performs minor body repairs or patch work on equipment needing attention.
  • Maintains up-to-date knowledge of equipment, procedures, technology, etc. Attends training sessions and speciality workshops, trade shows, upgrade courses, reviews manuals, etc.
  • Performs general maintenance to shop accessory and ancillary equipment.
  • Performs similar and related duties as assigned.

SELECTION CRITERIA:

  • High School (Grade 12) graduation plus achievement of two (2) trade licenses - Truck and Coach Technician (310T), and Automotive Service Technician (310S)
  • Over four (4) years, up to and including eight (8) years
  • Truck and Coach Technician (310T), and Automotive Licence (310S).
  • A current class “DZ” license in good standing, or the ability to upgrade an existing class “G” driver’s license to a class “DZ” license.
  • License or certification in the following disciplines would be an asset: propane, natural gas, ozone depletion and/or transportation of dangerous goods.
  • Exceptional written and verbal communication and interpersonal skills with an emphasis on customer service.
  • Working knowledge of Microsoft Office Suite.
**Various tests and/or exams may be administered as part of the selection criteria.
 
Interview:  Our recruitment process may be completed with video conference technology.
 
Applicants who do not meet the educational requirements but have direct related experience may be considered. 

Mechanic

City Of Brampton
Brampton - 22.54km
  Maintenance & Repair Full-time
  40.08
AREA OF RESPONSIBILITY:  Reporting to the Foreperson, Mechanical, perform licensed mechanical repairs on all corporately owned vehicles and machinery, and minor repairs on leased e...
Learn More
Jun 7th, 2024 at 13:20

Software Development Engineer Full-time Job

Amazon

IT & Telecoms   Toronto
Job Details

AWS Directory Service team is looking for a passionate, experienced software development engineer to join us in building a new service platform.

You'll be part of a world-class team in a fast-paced environment that has the entrepreneurial feel of a start-up. This is an opportunity to operate and engineer systems on a massive scale, and to gain top-notch experience in cloud computing. You'll be surrounded by people who are smart, passionate about cloud computing, and believe that world class service is critical to customer success. You will design and build the operational scalability that sustains the platform's insane growth.

The ideal candidate will be clearly passionate about the large opportunity this presents and about web services in general. This person has thrived and succeeded in building high quality services in a hyper-growth environment. If you're looking to solve challenging technical problems and create great products for customers, then we would like to talk to you.


Key job responsibilities
Collaborate with experienced cross-disciplinary Amazonians to conceive, design, and bring innovative products and services to market.

Design and build innovative technologies in a large distributed computing environment and help lead fundamental changes in the industry.

Create solutions to run predictions on distributed systems with exposure to innovative technologies at incredible scale and speed.

Build distributed storage, index, and query systems that are scalable, fault-tolerant, low cost, and easy to manage/use.

Design and code the right solutions starting with broadly defined problems.

Work in an agile environment to deliver high-quality software.

We are open to hiring candidates to work out of one of the following locations:

Toronto, ON, CAN

BASIC QUALIFICATIONS

- 3+ years of non-internship professional software development experience
- 2+ years of non-internship design or architecture (design patterns, reliability and scaling) of new and existing systems experience
- Experience programming with at least one software programming language

PREFERRED QUALIFICATIONS

- 3+ years of full software development life cycle, including coding standards, code reviews, source control management, build processes, testing, and operations experience
- Bachelor's degree in computer science or equivalent

Software Development Engineer

Amazon
Toronto - 5.74km
  IT & Telecoms Full-time
AWS Directory Service team is looking for a passionate, experienced software development engineer to join us in building a new service platform. You'll be part of a world-class tea...
Learn More
Jun 7th, 2024 at 13:16

Registered Practical Nurse (RPN) Full-time Job

EXTENDICARE (CANADA) INC.

Medical & Healthcare   Oakville
Job Details

RESPONSIBILITIES
•    Ensure resident care is provide with established nursing standards and principles, physicians’ orders and administrative policies, as well as, observe, report and record vital signs, symptoms and conditions of residents, and initiate remedial health measures where appropriate. Assure observance of required techniques in nursing care.
•    Assess residents and develop, implement, review and evaluate resident care plans. Monitor residents’ health, notes changes in condition and assess need for referral to doctors; processes and implement physician orders.
•    Organize and direct functions and activities related to provision of care to residents including restorative care and palliative care as required. Interprets and implements established policies, procedures, and regulations.
•    Plan, direct, supervise and evaluate the work of nursing and personal care staff assigned to the unit. Orient and train new personnel and may participate in in-service education. Monitor performance and conduct performance appraisal and refers problems to the Director of Care.
QUALIFICATIONS
•    Appropriate current certificate of competence from the College of Nurses of Ontario required.
•    Registration or eligible for registration with the Registered Practical Nurses Association of Ontario.
•    Comprehensive knowledge of nursing and health care practices, as well as knowledge in Infection Control Practices.
•    Effective human relation skills and demonstrated commitment to working with seniors.
•    Effective communication skills and ability to work independently and collaboratively are essential.

 

#ExtendicareAssistWyndham

Registered Practical Nurse (RPN)

EXTENDICARE (CANADA) INC.
Oakville - 30.77km
  Medical & Healthcare Full-time
RESPONSIBILITIES •    Ensure resident care is provide with established nursing standards and principles, physicians’ orders and administrative policies, as well as, observe, report...
Learn More
Jun 7th, 2024 at 13:14

Construction labourer | LMIA Approved Full-time Job

Fast Fix Services

Construction Jobs   Concord
Job Details

Requirements:

Languages: Candidates must have knowledge of the English Language

Education: Candidates don’t need standard educational qualifications
Experience: Candidates don’t need experience although having experience is an asset

Location: 219 Connie Cres Unit 11, Concord, ON, L4K 1L4
Work setting: Various locations
Weight handling: Up to 23 kg (50 lbs)

 

Physical Requirements:

  • The candidate should be able to work in fast-paced environment, maintain tight deadlines and also handle heavy loads
  • The candidate should be physically strong

Other Requirements:

  • The candidate should be able to work in a flexible environment
  • The candidate should be reliable and also a team player

Responsibilities:

  • The candidate should be able to clean and pile salvaged materials, clean up chemical spills and other contaminants and also remove rubble and other debris at construction sites
  • The candidate should be able to load, unload and transport construction materials, mix, pour and spread materials, pave and rake asphalt and also tend or feed machines or equipment used in construction

How to apply:

If the position is fit for you and the basic requirements are fulfilled then you can now apply (along with your resume) through below mentioned details.

By Email:
fastfix.hr21@gmail.com

Construction labourer | LMIA Approved

Fast Fix Services
Concord - 12.26km
  Construction Jobs Full-time
  26.10
Requirements: Languages: Candidates must have knowledge of the English Language Education: Candidates don’t need standard educational qualifications Experience: Candidates don’t ne...
Learn More
Jun 7th, 2024 at 12:46

General labourer manufacturing Full-time Job

A.T.H Stainless Steel Mfg. Ltd.

General Category   York University Heights
Job Details

Requirements:

Languages: Candidates must have knowledge of the English Language

Education: Candidates need standard educational qualifications such as a Secondary (high) school graduation certificate or equivalent experience
Experience: Candidates should have experience of 1 to less than 2 years

 

Physical Requirements:

  • The candidates should be able to thrive in a fast-paced environment, adapting quickly to changing priorities and deadlines
  • The candidates should be capable of handling heavy loads and performing physically demanding tasks as part of their responsibilities
  • The candidates should be comfortable standing for extended periods during the course of their work
  • The candidates should be able to manage a large workload efficiently and effectively
  • The candidates should be able to work under pressure, maintaining composure and delivering results even in challenging circumstances
  • The candidates should handle weight up to 23 kg (50 lbs)

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 transport raw materials, finished products, and equipment throughout the plant manually or using powered equipment
  • The candidates should be able to check and weigh materials and products
  • The candidates should be able to assist machine operators, assemblers, and other workers
  • The candidates should be able to perform other laboring and elemental activities
  • The candidates should be able to clean machines and immediate work areas

Benefits:

  • The candidates will get health benefits such as Dental plan, Disability benefits, Vision care benefits and other benefits such as parking available

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
hubresume20@gmail.com

General labourer manufacturing

A.T.H Stainless Steel Mfg. Ltd.
York University Heights - 8.9km
  General Category Full-time
  22
Requirements: Languages: Candidates must have knowledge of the English Language Education: Candidates need standard educational qualifications such as a Secondary (high) school gra...
Learn More
Jun 7th, 2024 at 12:31

Construction labourer and helper Full-time Job

Sunshine Painting Inc

Construction Jobs   Brampton
Job Details

Requirements:

Languages: Candidates must have knowledge of the English Language

Education: Candidates don’t need standard educational qualifications
Experience: Candidates don’t need experience, training will be provided

 

Other Requirements:

  • The candidates should possess efficient interpersonal skills for effective communication
  • The candidates should demonstrate flexibility in adapting to various tasks and situations
  • The candidates should exhibit reliability in fulfilling responsibilities
  • The candidates should be team players, fostering collaboration with colleagues

Candidate Status:

  • Canadian citizens and permanent or temporary foreign workers of Canada are eligible for this position
  • International Candidates who don’t have a valid Canadian work permit also can apply

Responsibilities:

  • The candidates should be able to load, unload, and transport construction materials and mix, pour, and spread materials
  • The candidates should be able to clean and pile salvaged materials, clean up chemical spills and other contaminants, and remove rubble and other debris at construction sites
  • The candidates should be able to tend or feed machines or equipment used in construction, prepare, clean, and sand surfaces to be painted, and mix paint to the desired color and texture
  • The candidates should be able to clean and prepare surfaces, assist skilled tradespersons, and clean the work area

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
sunshinepainting8666@gmail.com

Construction labourer and helper

Sunshine Painting Inc
Brampton - 22.54km
  Construction Jobs Full-time
  21  -  23
Requirements: Languages: Candidates must have knowledge of the English Language Education: Candidates don’t need standard educational qualifications Experience: Candidates don’t ne...
Learn More
Jun 7th, 2024 at 12:15

FEEDER DRIVER Full-time Job

UPS

Transportation & Logistics   Caledon
Job Details

This position delivers and picks up packages to and from residential and/or commercial properties. He/She utilizes safe transportation methods to get to and from destinations. This position ensures the best customer service through efficiency and dedication. He/She leverages technology to effectively aid in delivery services.

 

UPS is a diverse and equal opportunity employer.  Accommodations are available, on request, for candidates with disabilities taking part in the recruitment process.  If you are selected to participate in the recruitment process, please advise if you require accommodation for a disability.

FEEDER DRIVER

UPS
Caledon - 44.85km
  Transportation & Logistics Full-time
  28
This position delivers and picks up packages to and from residential and/or commercial properties. He/She utilizes safe transportation methods to get to and from destinations. This...
Learn More
Jun 6th, 2024 at 14:18

Customer Service Representative Full-time Job

BMO CANADA

Customer Service   Brampton
Job Details

Application Deadline:

06/24/2024

Address:

10575 Bramalea Road, Bldg E

Job Family Group:

Retail Banking Sales & Service

 

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).

 

Compensation and Benefits:

$33,850.00 - $44,000.00

Customer Service Representative

BMO CANADA
Brampton - 22.54km
  Customer Service Full-time
  33,850  -  44,000
Application Deadline: 06/24/2024 Address: 10575 Bramalea Road, Bldg E Job Family Group: Retail Banking Sales & Service   Delivers exceptional service to BMO customers and prosp...
Learn More
Jun 6th, 2024 at 12:45

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