Customer Service Representative
Core
Deliver exceptional service to BMO customers and prospects 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 / Financial Services
Required skills
Customer needs identification, transaction handling, digital tool proficiency, risk and compliance adherence, regulatory knowledge, cash management, problem solving
Preferred skills
Post-secondary degree or certification, social media and mobile app knowledge, sales solution basics, creative approach to customer experience
Technologies
Tablets, smart phones, online tools, applications
Responsibilities
Handle customer inquiries and banking transactions, offer advice on digital and 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, collaborative team member