Customer Service Representative (Cantonese & Mandarin)
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
Personal banking products, credit card solutions, and digital self-serve adoption
Domain
Retail Banking / Financial Services
Deliverable
product features
Required skills
Customer needs identification, transaction handling, digital tool proficiency, risk and compliance adherence, regulatory knowledge, cash management, marketing promotion integration, problem solving
Preferred skills
Post-secondary degree or certification, social media usage, tablet/smartphone application, specialized sales knowledge
Technologies
Social media, tablets, smart phones, online tools, applications
Responsibilities
Identify customer needs and initiate referrals, support customer requests for banking services, welcome customers and meet transactional needs, offer advice on digital options, review customer profiles for opportunities, escalate complex situations, manage cash transactions, execute routine tasks within SLAs, follow risk and compliance processes, identify suspicious activity patterns, maintain knowledge of banking products and trends
Seniority
Entry-level, no prior experience necessary