Customer Service Representative
Core
Deliver exceptional service to BMO customers and prospects by identifying needs, providing financial advice, and handling banking transactions across various channels.
Role type
Part-time 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
Identifying customer needs, handling banking transactions, offering digital banking guidance, needs-based conversation, risk and compliance adherence, basic sales knowledge, problem solving, listening, organization
Preferred skills
Social media and tablet proficiency, helping non-digital users, professional presence, resourcefulness, collaboration, verbal and written communication
Technologies
Tablets, smart phones, online tools, applications
Responsibilities
Welcoming customers and meeting transactional needs, initiating referrals to colleagues, managing cash transactions, following up on customer applications, identifying suspicious activity patterns, executing routine service requests within SLAs, maintaining knowledge of banking products and regulations
Seniority
Entry-level, part-time