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
Customer experience and branch business results
Domain
Retail Banking / Financial Services
Deliverable
client delivery
Required skills
Customer needs identification, transaction handling, digital tool proficiency, risk compliance adherence, basic sales knowledge, problem solving
Preferred skills
Social media proficiency, tablet/smartphone usage, ability to assist non-digital users, professional presence, resourcefulness
Technologies
Social media, tablets, smart phones, online tools, applications
Responsibilities
Handle banking transactions and customer inquiries, offer advice on digital/self-serve options, review customer profiles for opportunities, escalate complex situations, manage cash transactions, follow risk and compliance processes, identify suspicious activity patterns
Seniority
Entry-level, supervised IC