Customer Service Representative
Insight Global
Insight Global is seeking a Customer Support Analyst to support a Top 5 Bank’s Customer Loyalty and Sales Enablement group. This role will play a key part in large-scale transformation initiatives, including AML centralization and ongoing strategy execution, while also contributing to the digital backlog, ensuring consistent execution of customer experience, sales processes, and regulatory initiatives across the network.
Key Responsibilities
- Support the centralization of AML processes, transitioning branch-level workflows into a unified operating model
- Execute on enterprise customer experience and sales enablement strategies across retail banking channels
- Utilize Customer Connect to manage, track, and support customer interactions
- Handle customer-facing conversations, including complex or sensitive interactions (e.g., account exits)
- Contribute to the digital market (d-market) backlog, supporting enhancements to customer and frontline tools
- Participate in ongoing strategy discussions and operational planning sessions
- Ensure compliance with AML, fraud, and regulatory requirements in all customer interactions
Must-Have Qualifications
- Prior experience using BMO Customer Connect
- Background in retail banking, ideally within:
- Branch (AML, fraud, customer connect, advisory) OR
- Call center / contact center environment
- Experience with NCCS and/or mortgage products
- Strong customer engagement and communication skills, with the ability to navigate difficult conversations
- Proven ability to manage customer relationships while balancing compliance and service
Nice-to-Haves
- Bilingual (English/French)
- Experience supporting AML or regulatory transformation initiatives
- Exposure to sales enablement or customer loyalty programs
" We may use artificial intelligence tools to assist with the screening, assessment, or selection of potential applicants for this position."
Vacancy posted 3 days ago
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