Customer Service Representative
Core
Deliver exceptional service to BMO customers and prospects 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
client delivery
Required skills
Customer needs identification, transaction handling, digital tool proficiency, needs-based conversation, risk compliance adherence, cash management, regulatory compliance
Preferred skills
Social media usage, tablet/smartphone navigation, basic sales knowledge, creative problem solving, risk management framework application
Technologies
Tablets, smart phones, online tools, applications
Responsibilities
Handle customer inquiries and banking transactions, offer advice on digital options, review customer profiles for opportunities, escalate complex situations, manage cash reconciliations, identify suspicious activity patterns, follow risk and compliance processes
Seniority
Entry-level, individual contributor