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
product features | client delivery
Required skills
Customer needs identification, transaction handling, digital tool proficiency, needs-based conversation, risk compliance adherence, cash management, regulatory compliance
Preferred skills
Social media and mobile app usage, basic sales knowledge, problem-solving aptitude, adaptability to shifting schedules
Technologies
Tablets, smartphones, online banking tools, digital self-serve platforms
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, follow risk and compliance policies
Seniority
Entry-level, supervised IC
