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Customer Service Representative at BMO - ApplyBlast

Customer Service Representative

BMO

4 months ago

3.6 on Glassdoor

Oshawa, ON, Canada

Hybrid

Part Time

Junior

0 applicants

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About this role

Delivers exceptional service to BMO customers by identifying needs and providing advice on financial solutions within a branch environment. The role involves managing routine banking transactions, handling inquiries, and collaborating with internal partners to ensure a seamless customer experience. Candidates will also assist with operational activities, refer complex cases to specialists, and adhere to strict risk and compliance policies.

Responsibilities

Identify customer banking needs and provide personalized financial advice
Execute routine transactions and manage cash reconciliation processes
Refer complex situations to specialists and escalate unresolved issues
Adhere to risk and compliance processes to safeguard customer assets
Integrate marketing promotions into customer conversations to drive sales

Skills

Qualifications

Post-secondary degree in related fieldProfessional certification in related field

About BMO

bmo.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

1817

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BMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.