Delivers exceptional service to BMO customers and prospects
Identifies customer needs and provides advice and guidance regarding financial solutions
Works collaboratively within the branch and through various channels with BMO partners
Supports customer requests for banking services, including handling transactions and customer inquiries
Offers advice and guidance on available digital and self-serve options
Reviews customer profiles and engages customers in a needs-based conversation
Escalates complex or unresolved customer situations to managers as required
Contributes to meeting branch business results and the customer experience
Supports operational activities (e.g. inventory management, escalated service requests)
Executes routine tasks (e.g. service requests, transactions, queries) within relevant service level agreements

No prior experience necessary
High-level knowledge of personal, commercial and partner offers
Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications
Basic knowledge of specialized sales and business banking solutions
Passionate commitment to helping customers
A focus on delivering a personal experience to customers
Strong interpersonal skills including the ability to build rapport and connections with customers
Verbal & written communication skills
Basic (in business environment)
Organization skills
Basic (in business environment)
Collaboration & team skills
Basic (in business environment)

Customer Service Representative

Key skills