Customer Service Representative
Core
Deliver exceptional service to BMO customers by identifying needs, providing financial advice, and executing banking transactions across various channels.
Role type
Customer Service Representative (Retail Banking)
Builds
Customer experience and branch business results
Domain
Retail Banking / Financial Services
Deliverable
client delivery
Required skills
Needs-based conversation, transaction handling, digital tool proficiency, risk compliance adherence, regulatory knowledge, cash management, problem solving
Preferred skills
Social media usage, tablet/smartphone navigation, mentoring non-digital users, creative customer engagement, marketing integration
Technologies
Tablets, smart phones, online tools, applications
Responsibilities
Identify customer needs and initiate referrals, handle banking transactions and inquiries, offer advice on digital options, review customer profiles for opportunities, escalate complex situations, manage cash reconciliations, execute routine service tasks, identify suspicious activity patterns, maintain knowledge of banking products and regulations
Seniority
Entry-level, hands-on IC