Customer Service Representative

Responsibilities

• Deliver exceptional service to customers and prospects by identifying their needs and providing financial advice.
• Handle banking transactions and customer inquiries with seamless execution.
• Offer guidance on digital and self-serve banking options to improve customer ease of use.
• Engage customers in needs-based conversations to identify opportunities for everyday banking and credit card products.
• Support branch operational activities, including cash reconciliation, inventory management, and opening/closing procedures.
• Follow all risk and compliance processes to safeguard customer assets and maintain privacy.
• Identify and report suspicious activities related to money laundering to ensure regulatory compliance.

Requirements

• Strong interpersonal skills with the ability to build rapport and connections with customers.
• Proficiency in digital tools, including tablets, smartphones, and online applications.
• Excellent verbal and written communication skills for a business environment.
• Strong problem-solving skills and the ability to respond flexibly to new challenges.
• Ability to work collaboratively within a team and adapt to different branch needs.
• Post-secondary degree or certification in a related field is desirable.

Preferred Qualifications

• Experience helping customers navigate digital banking applications.
• Basic knowledge of personal and commercial banking products and services.
• A proactive, self-starter attitude with a passion for customer service.

About the Company

BMO is a leading North American bank driven by a single purpose: to Boldly Grow the Good in business and life. With over 12 million customers, we provide personal and commercial banking, wealth management, and investment services. We are committed to an inclusive, equitable, and accessible workplace where our people can grow and make a lasting impact.