Customer Service Representative

Responsibilities

• Deliver exceptional service to BMO customers by identifying financial needs and providing guidance on banking solutions.
• Support customer requests for banking services, including handling transactions and inquiries with seamless execution.
• Promote digital banking adoption by offering advice and guidance on self-serve options and online tools.
• Engage customers in needs-based conversations to identify opportunities for everyday banking plans and credit card products.
• Manage and reconcile cash transactions between treasury and various branch units.
• Follow all risk and compliance processes to safeguard customer assets and maintain privacy.
• Collaborate with branch team members to achieve business objectives and contribute to a positive customer experience.

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 applications.
• Excellent communication skills, both verbal and written, suitable for a business environment.
• Strong problem-solving skills and the ability to respond flexibly to new challenges.
• Ability to maintain a professional presence and a customer-centric focus.
• Post-secondary degree or certification in a related field is desirable but not required.

Benefits

• Competitive salary ranging from $34,750.00 to $44,900.00.
• Comprehensive total compensation package including performance-based incentives.
• Health insurance and accident/life insurance.
• Tuition reimbursement programs.
• 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. We are committed to an inclusive, equitable, and accessible workplace where our people can grow and make a lasting impact.