5年前发布  举报   收藏


  • 职位类型: 兼职 , 根据需要

详情描述




●  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:$20,000+ ●  申请链接: 点击申请 ●  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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