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
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 and compliance adherence, basic sales knowledge, problem solving
Preferred skills
Social media and tablet usage, helping non-digital users, professional presence, resourcefulness, collaboration
Technologies
Tablets, smart phones, online tools, applications
Responsibilities
Handle customer inquiries and banking transactions, offer advice on digital and self-serve options, escalate complex situations, manage cash transactions, identify suspicious activity, follow risk and compliance processes
Seniority
Entry-level, supervised IC
