Bilingual Customer Service Representative
Core
Deliver exceptional service to BMO customers and prospects by identifying needs, providing financial advice, and guiding them through banking solutions across various channels.
Role type
Bilingual Customer Service Representative (Retail Banking)
Builds
Customer experience and branch business results for BMO Financial Group
Domain
Retail Banking / Financial Services
Deliverable
client delivery
Required skills
Customer needs identification, financial product knowledge, digital tool proficiency, problem-solving, regulatory compliance awareness, cash handling, risk management basics
Preferred skills
Post-secondary degree or certification, social media fluency, ability to assist non-digital users, sales aptitude, adaptability to multiple branches/shifts
Technologies
Tablets, smartphones, online banking tools, digital self-serve platforms
Responsibilities
Handle banking transactions and inquiries, offer advice on digital options, review customer profiles for opportunities, manage cash reconciliations, escalate complex issues, report suspicious activity, follow risk and compliance policies
Seniority
Entry-level, hands-on IC