Customer Service Representative

Responsibilities

• Deliver exceptional service to BMO customers and prospects by identifying their financial needs.
• Provide advice and guidance regarding banking solutions, including digital and self-serve options.
• Handle banking transactions and customer inquiries with seamless execution.
• Initiate referrals to BMO colleagues for specialized banking or credit card needs.
• Support branch operational activities such as inventory management, filing, and opening/closing procedures.
• Manage, load, and reconcile cash transactions between treasury and various branch units.
• Follow risk and compliance processes to safeguard customer assets and maintain privacy.
• Identify and report suspicious patterns of activity related to money laundering.

Requirements

• Strong interpersonal skills with the ability to build rapport and connections with customers.
• High level of digital literacy, including confidence using tablets, smartphones, and online tools.
• Excellent communication skills, both verbal and written, in a business environment.
• Strong problem-solving skills and the ability to respond flexibly to new challenges.
• Ability to work collaboratively as part of a versatile branch team.
• Post-secondary degree or certification in a related field is desirable.

Preferred Qualifications

• Experience helping customers gain confidence in using digital banking applications.
• Basic knowledge of specialized sales and business banking solutions.
• A proactive, resourceful approach to customer service and relationship building.

Benefits

• Competitive salary ranging from $34,750.00 to $47,250.00.
• Comprehensive total compensation package including performance-based incentives.
• Health insurance and accident/life insurance.
• Tuition reimbursement and retirement savings plans.

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 more than 12 million customers, we provide personal and commercial banking, wealth management, and investment services across Canada, the United States, and globally. We are committed to an inclusive, equitable, and accessible workplace where our people can grow and make a lasting impact.