CSR
Core
Deliver exceptional service to BMO customers by identifying needs, providing financial advice, and handling banking transactions across various channels.
Role type
Customer Service Representative (Retail Banking)
Builds
Customer experience and branch business results
Domain
Retail Banking
Deliverable
product features
Required skills
Customer needs identification, transaction handling, digital tool proficiency, risk and compliance adherence, regulatory knowledge, basic sales solutions knowledge
Preferred skills
Social media and tablet usage, helping non-digital users, professional presence, resourcefulness, collaboration
Technologies
Social media, tablets, smart phones, online tools, applications
Responsibilities
Handle customer inquiries and banking transactions, offer advice on digital options, review customer profiles for opportunities, escalate complex issues, manage cash transactions, follow risk and compliance processes, identify suspicious activity
Seniority
Entry-level, supervised IC