Job Description

Internal Contact Center- Remote

Full time
Job ID : R230020151

  • Virtual, WI 53910, United States of America
  • Virtual, IL 60101, United States of America

Job Family Group: Customer Shared Services

Provides efficient and accurate handling of customer requests and transactions in a professional and timely manner. Ensures all required policies, guidelines and standards are met as they provide service to BMO customers. Includes a mix of customer service and customer fulfillment activities.

  • Processes customer application to fulfill customer requests from set up to settlement in accordance with policies and standards.
  • Assists in processing more complex customer application/requests.
  • Collaborates with internal and external stakeholders in order to deliver on business objectives.
  • Analyzes data and information to provide insights and recommendations.
  • Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
  • Completes administrative activities to ensure the smooth operation of the unit; including scanning and filing documents as required.
  • Investigates and addresses specific customer issues.
  • Organizes work information to ensure accuracy and completeness.
  • Provides customer service by responding to general questions via phone, mail or fax in a timely and professional manner; includes acting as a main point of contact for certain customer requests.
  • Refers more complex and specific requests, questions or issues as required.
  • Gathers additional documentation from the customer and/ or internal/external stakeholders to ensure all required information is available to fulfill client requests.
  • Recommends workflow improvements to deliver a more efficient operation.
  • Manages customer documentation to ensure that records are maintained in a proper manner.
  • Completes complex & diverse tasks within given rules/limits.
  • Analyzes issues and determines next steps; escalates as required.
  • Broader work or accountabilities may be assigned as needed.

Qualifications:

  • Typically between 1 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
  • Able to handle volume of customer requests.
  • Basic specialized knowledge.
  • Verbal & written communication skills – Good.
  • Organization skills – Good.
  • Collaboration & team skills – Good.
  • Analytical and problem solving skills – Good.

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