Customer Service Representative
Core
Deliver exceptional service to BMO customers and prospects by identifying needs, providing financial advice, and guiding them through banking solutions and digital tools.
Role type
Customer Service Representative (Retail Banking)
Builds
Customer experience and branch business results
Domain
Retail Banking / Financial Services
Deliverable
client delivery
Required skills
Customer needs identification, financial product knowledge, digital tool proficiency, problem solving, compliance adherence, cash handling, risk awareness
Preferred skills
Social media usage, tablet/smartphone navigation, helping non-digital users, basic sales solutions knowledge, self-starter attitude
Technologies
Tablets, smartphones, online banking tools, digital self-serve platforms
Responsibilities
Handle banking transactions and customer inquiries, offer advice on digital options, review customer profiles for opportunities, escalate complex issues, manage cash reconciliation, follow risk and compliance processes, identify suspicious activity patterns
Seniority
Entry-level, supervised IC