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, risk and compliance adherence, regulatory knowledge, cash management, problem solving
Preferred skills
Social media and tablet usage, basic sales knowledge, creative customer engagement
Technologies
Tablets, smart phones, online tools, applications
Responsibilities
Handle customer inquiries and banking transactions, offer advice on digital options, review customer profiles for opportunities, manage cash reconciliations, escalate complex issues, report suspicious activity, maintain knowledge of banking products and regulations
Seniority
Entry-level, supervised IC
