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 products and services.
• Support branch operational activities such as inventory management, cash reconciliation, and opening/closing procedures.
• Follow risk and compliance processes to safeguard customer assets and maintain privacy.
• Proactively engage customers in needs-based conversations to identify opportunities for credit cards and everyday banking plans.

Requirements

• Strong interpersonal skills with the ability to build rapport and connections with customers.
• Digital literacy with confidence using tablets, smartphones, and online banking applications.
• Excellent verbal and written communication skills suitable for a business environment.
• Problem-solving aptitude and the ability to respond flexibly to new challenges.
• Ability to work collaboratively within a team and adapt to different branch needs or shifts.
• Post-secondary degree or certification in a related field is desirable but not required.

Benefits

• Competitive salary ranging from $34,750.00 to $47,250.00.
• Comprehensive total compensation package including performance-based incentives.
• Access to 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 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.