Customer Service Representative (Casual)
Core
Deliver exceptional service to BMO customers and prospects by identifying needs, providing financial advice, and handling banking transactions across various channels.
Role type
Customer Service Representative (Casual)
Builds
Seamless customer experience and branch business results
Domain
Retail Banking
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Identifying customer needs, handling banking transactions, offering digital banking guidance, reviewing customer profiles, escalating complex issues, managing cash transactions, executing routine tasks, understanding risk and compliance processes, maintaining knowledge of banking products, identifying suspicious activity patterns
Preferred skills
Post-secondary degree or certification, high-level knowledge of personal and commercial offers, confidence using social media and digital tools, helping non-digital users, professional presence, basic knowledge of sales solutions, passion for customer service, resourcefulness, collaboration, listening and problem-solving skills, verbal and written communication, organization skills
Technologies
Social media, tablets, smart phones, online tools, applications
Responsibilities
Welcoming customers and meeting banking service needs, initiating referrals to colleagues, supporting customer requests for banking services, offering advice on digital options, engaging customers in needs-based conversations, escalating unresolved situations, contributing to branch business results, managing cash transactions, executing routine tasks, following risk and compliance processes, maintaining knowledge of products and regulations, identifying suspicious activity
Seniority
Entry-level, casual/part-time