Customer Services Representative
Core
Deliver exceptional service to BMO customers and prospects by identifying needs and providing advice on financial solutions.
Role type
Customer Services Representative (Retail Banking)
Builds
Customer experience and branch business results
Domain
Retail Banking / Financial Services
Deliverable
client delivery
Required skills
Identifying customer needs, handling banking transactions, offering digital banking guidance, reviewing customer profiles, escalating complex issues, managing cash transactions, executing routine service tasks, understanding risk and compliance processes, maintaining knowledge of banking products
Preferred skills
Social media and tablet proficiency, helping non-digital users, professional presence, basic sales knowledge, resourcefulness, collaboration
Technologies
Tablets, smart phones, online tools, applications
Responsibilities
Welcoming customers and meeting transactional needs, initiating referrals to colleagues, supporting customer requests for banking services, offering advice on digital options, reviewing customer profiles for opportunities, escalating unresolved situations, managing cash transactions, executing routine tasks within service level agreements, following risk and compliance processes, identifying suspicious activity patterns
Seniority
Entry-level, supervised IC