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
production ML models | product features | dashboards & analysis | client delivery
Required skills
Customer needs analysis, transaction handling, digital tool proficiency, risk compliance adherence, regulatory knowledge, cash management, problem solving
Preferred skills
Social media usage, tablet/smartphone navigation, basic sales knowledge, creative customer engagement
Technologies
Tablets, smart phones, online banking tools, digital self-serve platforms
Responsibilities
Identify customer needs and initiate referrals to specialists; support banking service requests and handle transactions; offer advice on digital and self-serve options; review customer profiles for opportunities; escalate complex situations; manage cash transactions and reconcile funds; execute routine tasks within service level agreements; identify and report suspicious activity related to money laundering; maintain knowledge of banking products and regulatory environments.
Seniority
Entry-level, individual contributor