BMO Financial Group
Customer Service Representative
May 2016 — Present
Quebec District - Downtown Montreal Market
● Provide financial solutions to clients while processing personal and/or commercial transactions.
● Analyzing customer profiles by having detailed conversations and finding financial opportunities.
● Refer clients to branch team members, financial services manager and financial planners.
● Providing exceptional customer service to ensure and meet all client needs.
● Contacted regular commercial clients about their everyday financial services with BMO.
● The ambassador of the BMO brand in the one-on-one interactions with customers.
● Supported and helped train new customer service representatives.
● Proactively demonstrate lobby leadership and educate our customers on self-serve options available to them with the goal to deliver an enhanced customer experience.
● Make cold calls to maximize branch opportunities.