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
Personal banking services, credit card solutions, and digital self-serve adoption for BMO customers
Domain
Retail Banking / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Customer needs identification, transaction handling, digital tool proficiency, regulatory compliance, cash management, problem solving, referral management
Preferred skills
Post-secondary degree or certification, sales knowledge, marketing program integration, creative customer experience approaches
Technologies
Tablets, smart phones, online tools, applications
Responsibilities
Handle customer inquiries and banking transactions, offer advice on digital self-serve options, review customer profiles for opportunities, manage cash transactions and reconciliations, escalate complex issues, follow risk and compliance processes, identify suspicious activity patterns
Seniority
Entry-level, part-time