Customer Service Representative
Core
Deliver exceptional service to BMO customers by identifying needs, providing financial advice, and executing banking transactions across various channels.
Role type
Customer Service Representative (Retail Banking)
Builds
Seamless customer experience and branch business results
Domain
Retail Banking / Financial Services
Deliverable
client delivery
Required skills
Customer needs identification, transaction handling, digital tool proficiency, regulatory compliance, risk management, cash reconciliation, problem solving
Preferred skills
Social media usage, tablet/smartphone navigation, basic sales knowledge, creative approach to customer experience
Technologies
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, manage cash transactions, escalate complex situations, follow risk and compliance processes, identify suspicious activity patterns
Seniority
Entry-level, supervised IC
