Customer Service Representative - First Nations / Métis / Inuit
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
product features
Required skills
Customer needs identification, transaction handling, digital tool proficiency, risk and compliance adherence, regulatory knowledge, basic sales solutions knowledge, problem solving, interpersonal rapport building.
Preferred skills
Post-secondary degree or certification in related field, experience with social media and mobile applications, ability to assist non-digital-savvy users, initiative, adaptability to different branches/shifts.
Technologies
Tablets, smart phones, online tools, applications, digital self-serve platforms.
Responsibilities
Handle customer inquiries and banking transactions, offer advice on digital and self-serve options, escalate complex situations, manage cash reconciliations, identify suspicious activity, maintain knowledge of banking products and regulations.
Seniority
Entry-level to Junior, hands-on IC