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 financial 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 address everyday banking and credit card requirements.

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 banking tools.
• Excellent communication skills, both verbal and written, suitable for a business environment.
• Strong problem-solving abilities and the aptitude to respond flexibly to new challenges.
• Ability to work collaboratively within a team and adapt to different branch or channel needs.
• Post-secondary degree or certification in a related field is desirable but not required.

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.