公司:BMO L3 h8 p- N/ q& n, R
职位:Customer Service Representative
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工作内容
, A, n4 ]( k7 ~, r3 i· Serve and delight each customer during every interaction and execute financial transaction including deposits, withdrawals, bill payments, foreign currency requests and/or other account transactions in an efficient and professional manner · Proactively demonstrate lobby leadership and educate our customers on self-serve options available to them with the goal to deliver an enhanced customer experience · Understand our customers’ needs through quality conversations and identify opportunities to promote the right financial products and services to meet their needs · Refer customers to branch team members and partners who can have quality needs based conversations to explore customers financial needs and goals · Maintain overall appearance and presentation of the branch · Actively participate in regular coaching sessions and team meetings
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