Customer Service Representative

Delivers exceptional service to BMO customers and prospects, identifies customer needs, and provides advice and guidance on financial solutions. Supports customer requests for banking services and welcomes customers warmly, meets their banking service and transactional needs with seamless execution.

Requirements

• Delivers exceptional service to BMO customers and prospects
• Identifies customer needs and provides advice and guidance on financial solutions
• Supports customer requests for banking services
• Welcomes customers warmly and meets their banking service and transactional needs with seamless execution
• Escalates complex or unresolved customer situations to managers as required
• Contributes to meeting branch business results and the customer experience
• Manages, loads, and reconciles cash transactions between treasury and various branch units
• Executes routine tasks within relevant service level agreements
• Acts as a key member of a collaborative and versatile branch and market team
• Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations
• Organizes work information to ensure accuracy and completeness
• Takes the initiative to find creative approaches that make each customer’s experience feel personal
• Looks for ways to contribute to the ongoing improvement of the overall customer experience
• Contributes to business results and the overall experience delivered
• Follows through on risk and compliance processes and policies
• Maintains current knowledge of personal banking products, practices, and trends
• Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering
• Complies with legal and regulatory requirements for the jurisdiction
• Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements
• Completes standardized tasks under supervision
• Performs initial problem solving within given rules/limits & escalates when required
• Take measured risks while protecting the bank by applying our Risk Management Framework

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans