Customer Service Representative
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 (Retail Banking)
Builds
Personal banking services, credit card solutions, and digital self-serve options 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, risk and compliance adherence, cash management, regulatory compliance, basic sales knowledge, problem solving, collaboration
Preferred skills
Fluency in English and Cantonese/Mandarin, post-secondary degree or certification, experience with social media and mobile applications, ability to assist non-digital users
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, review customer profiles to identify opportunities, manage cash transactions and reconcile funds, escalate complex situations, follow risk and compliance processes, maintain knowledge of banking products and regulations
Seniority
Entry-level, hands-on IC