Customer Service Representative

Responsibilities

• Deliver exceptional service to customers by identifying financial needs and providing guidance on banking solutions
• Handle banking transactions and customer inquiries with seamless execution
• Offer advice and guidance on digital and self-serve banking options to enhance customer experience
• Review customer profiles to identify opportunities for everyday banking plans and credit card needs
• Support branch operational activities including 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
• Proficiency in digital literacy, including the use of tablets, smartphones, and online banking tools
• 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 a part-time schedule (minimum 18.75 hours per week) with flexibility for branch hours
• Post-secondary degree or certification in a related field is desirable

About the Company

BMO is a leading North American bank driven by a shared purpose: to Boldly Grow the Good in business and life. We provide personal and commercial banking, wealth management, and investment services to more than 12 million customers globally. We are committed to an inclusive, equitable, and accessible workplace where every team member is valued and heard.