Customer Service Representative - First Nations / Métis / Inuit
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
Personal banking services, credit card solutions, and digital self-serve adoption for BMO customers.
Domain
Retail Banking / Financial Services
Required skills
Customer needs identification, transaction handling, digital tool proficiency, needs-based conversation, risk compliance adherence, cash management, regulatory knowledge, problem solving, marketing integration.
Preferred skills
Post-secondary degree or certification, social media usage, tablet/smartphone application, specialized sales knowledge, self-starter attitude.
Technologies
Social media platforms, tablets, smartphones, online banking applications, digital self-serve tools.
Responsibilities
Handle customer inquiries and banking transactions, offer advice on digital and self-serve options, review customer profiles to identify opportunities, escalate complex situations, manage cash transactions, follow risk and compliance processes, identify suspicious activity, execute routine tasks within service level agreements.
Seniority
Entry-level, individual contributor