Customer Service Rep
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 products, credit card solutions, and digital self-serve adoption
Domain
Retail Banking / Financial Services
Deliverable
client delivery
Required skills
Customer needs analysis, transaction handling, digital tool proficiency, regulatory compliance, risk identification, basic sales referral
Preferred skills
Social media usage, tablet/smartphone navigation, helping non-digital users, professional presence, basic business banking knowledge
Technologies
Tablets, smartphones, online banking tools, social media platforms
Responsibilities
Handle customer inquiries and banking transactions, offer advice on digital options, escalate complex issues, manage cash reconciliation, identify suspicious activity, execute routine operational tasks
Seniority
Entry-level, supervised IC
