BMO Financial Group
Retail Banking
MandarinspeakingCSR
Neural analysis suggests this role is
optimal for Entry candidates.
“Mandarin speaking CSR at BMO Financial Group. Skills: Customer service, Financial advice, Sales, Communication. Deliver exceptional service to customers. Identify customer needs”
What You'll Achieve.
Achieve overall business objectives; Contribute to meeting branch business results; Contribute to the customer experience; Contribute to business results
Industry & Context.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges; Perform initial problem solving within given rules/limits
Mandarin speaking
What They're Looking For.
Must Have
No prior experience post-secondary degree or certification in related field of study is desirable, Basic knowledge of specialized sales and business banking solutions to refer to specialists, Basic knowledge learned on the job, Verbal & written communication skills - Basic (in business environment), Organization skills - Basic (in business environment), Collaboration & team skills - Basic (in business environment)
Nice to Have
High-level knowledge of personal, commercial and partner offers, and how each can best serve customers’ individual needs, Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications, Highly skilled at helping people who don’t find digital applications intuitive to gain confidence in how to use them and to understand their benefits, Projects a professional presence, Passion for helping customers, A focus on delivering a personal experience to customers, Resourceful self-starter with courage and confidence to approach customers, Readiness to collaborate and work in different capacities as part of a team, Interpersonal skills, including the ability to build rapport and connections with customers, An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges
What You'll Do.
Deliver exceptional service to customers
Identify customer needs
Provide advice on financial solutions
Work collaboratively within the branch
Deliver desired customer experience
Achieve business objectives
Initiate referrals to colleagues
Support customer requests
Handle customer inquiries
Welcome customers warmly
Meet banking service needs
Meet transactional needs
Offer advice on digital options
Offer advice on self-serve options
Engage customers in needs-based conversation
Identify potential opportunities
Address everyday banking plans
Address credit card needs
Escalate unresolved customer situations
Contribute to meeting branch results
Contribute to customer experience
Support operational activities
Manage cash transactions
Load cash transactions
Reconcile cash transactions
Execute routine tasks
Act as key member of team
Integrate marketing promotions
Integrate marketing programs
Organize work information
Find creative approaches
Contribute to improvement
Follow risk and compliance processes
Follow risk and compliance policies
Safeguard customers' assets
Maintain customer privacy
Act in customers' best interest
Keep current with marketplace
Keep current with legal environment
Keep current with regulatory environment
Uphold ethical requirements
Maintain current knowledge of products
Maintain current knowledge of practices
Maintain current knowledge of trends
Identify suspicious patterns
Report suspicious patterns
Comply with legal requirements
Comply with regulatory requirements
Protect Bank's assets
Complete standardized tasks
Perform initial problem solving
Escalate when required
Apply Risk Management Framework
Make risk informed decisions
Align decisions to business strategy
Adhere to applicable policy documents
Adhere to laws and regulations
How You'll Work.
Team & Collaboration
Works collaboratively within the branch and through various channels with BMO partners; Acts as a key member of a collaborative and versatile branch and market team; Readiness to collaborate and work in different capacities as part of a team
Communication Scope
Verbal & written communication skills - Basic (in business environment)
Full Job Description
Application Deadline: 05/29/2026 Address: 5516-5522 Yonge Street Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. * Identifies customer needs and initiates referrals to BMO colleagues. * Supports customer requests for banking services, including handling transactions and customer inquiries. * Welcomes customers warmly and meets their banking service and transactional needs with seamless execution. * Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. * Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. * 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, following up on customer applications, filing, opening and closing activities). * Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU). * Executes routine tasks (e.g. service requests, transactions, queries, etc.) 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 to provide strategic advice. * Organizes work information to ensure accuracy and completeness. * Takes the initiative to find creative app
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