Customer Service Representatives

AI does it end-to-end

1. Maintain travel itineraries.
   95 jobs · 2 roles · 100% confidence
2. Complete standardized tasks under supervision.
   90 jobs · 2 roles · 100% confidence
3. Organize work information to ensure accuracy and completeness.
   90 jobs · 2 roles · 96% confidence
4. Prepare and submit expense reports for processing at the direction of the FA/PWA.
   89 jobs · 2 roles · 93% confidence
5. Assist with general in-office support functions such as copying, filing, and scanning documentation.
   87 jobs · 2 roles · 97% confidence
6. Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team.
   84 jobs · 2 roles · 99% confidence
7. Schedule follow-up calls with FAs/PWAs/teams as needed.
   84 jobs · 2 roles · 100% confidence
8. Prepare expense reports and manage the reimbursement process.
   78 jobs · 2 roles · 67% confidence
9. Execute routine tasks, including service requests, transactions, and queries, within relevant service level agreements.
   65 jobs · 2 roles · 80% confidence
10. Relay stock positions and provide account balances, including funds due and margin debit.
    62 jobs · 2 roles · 97% confidence
11. Balance daily transactions.
    55 jobs · 4 roles · 83% confidence
12. Maintain agendas and send calendar invites with Zoom credentials.
    44 jobs · 2 roles · 100% confidence

Human + AI together

1. Educate or enroll clients in digital tools such as MSOnline, eSign, and eAuthorization.
   92 jobs · 2 roles · 100% confidence
2. Protect the Bank's assets in compliance with regulatory, legal, and ethical requirements.
   90 jobs · 2 roles · 94% confidence
3. Provide existing clients with details around their account information, including investment objectives and risk tolerance.
   90 jobs · 2 roles · 95% confidence
4. Answer inbound phone calls and make outbound calls with updates on service requests.
   89 jobs · 2 roles · 100% confidence
5. Comply with legal and regulatory requirements for the jurisdiction.
   89 jobs · 2 roles · 99% confidence
6. Identify customer needs and initiate referrals to BMO colleagues.
   89 jobs · 2 roles · 100% confidence
7. Assist FAs/PWAs/teams in delivering against their business plan and client service model.
   88 jobs · 2 roles · 82% confidence
8. Support the FA/PWA/team in cultivating and enhancing new and existing client relationships.
   88 jobs · 2 roles · 53% confidence
9. Execute money movement transactions at the request of the client and/or FA/PWA/team.
   85 jobs · 2 roles · 100% confidence
10. Support customer requests for banking services, including handling transactions and customer inquiries.
    85 jobs · 2 roles · 100% confidence
11. Identify and report suspicious patterns of activity suspected to be related to money laundering.
    82 jobs · 2 roles · 100% confidence
12. Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team.
    81 jobs · 2 roles · 90% confidence

Judgment, taste, accountability

1. Participate in firm initiatives, training or education programs, special projects, and other duties directed by local management.
   90 jobs · 2 roles · 84% confidence
2. Deliver exceptional service to BMO customers and prospects.
   76 jobs · 1 role · 100% confidence
3. Act as a key member of a collaborative and versatile branch and market team.
   66 jobs · 1 role · 100% confidence
4. Contribute to meeting branch business results and the customer experience.
   65 jobs · 2 roles · 98% confidence
5. Escalate complex or unresolved customer situations to managers as required.
   63 jobs · 2 roles · 97% confidence
6. Provide excellent customer service to walk-in customers.
   62 jobs · 4 roles · 100% confidence
7. Source referrals from customers and partners.
   62 jobs · 4 roles · 100% confidence
8. Resolve customer issues effectively.
   56 jobs · 3 roles · 80% confidence
9. Probe to understand customer personal banking and credit card needs.
   55 jobs · 1 role · 98% confidence
10. Take the initiative to find creative approaches that make each customer’s experience feel personal.
    53 jobs · 1 role · 100% confidence
11. Contribute to business results and the overall experience delivered.
    50 jobs · 2 roles · 97% confidence
12. Welcome customers warmly and meet their banking service and transactional needs with seamless execution.
    47 jobs · 1 role · 100% confidence