Zarin Naumi

Customer Service Representative @BMO

Mississauga, ON, CA

Lead needs-based conversations with customers to identify financial goals and recommend tailored banking and credit card solutions-Promote and educate clients on digital and self-serve tools, ensuring a simple, fast, and seamless banking experience-Support branch business objectives by contributing to customer satisfaction, sales growth, and operational efficiency-Manage daily cash operations, including loading, reconciling, and balancing cash between treasury and branch units-Execute routine transactions and service requests within SLA timelines, ensuring accuracy and compliance-Monitor and report potential fraud or suspicious activity in line with AML and regulatory guidelines.Maintain in-depth knowledge of personal banking products, services, and compliance requirements-Adapt to multiple branch environments, offering flexible support based on market needs and staffing-Foster collaboration across branch teams to continuously improve customer experience and business outcomes.