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 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 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
• Strong verbal and written communication skills for a business environment
• Problem-solving aptitude and the ability to respond flexibly to new challenges
• Ability to work a flexible schedule (minimum 18.75 hours per week) within branch hours
• Post-secondary degree or certification in a related field is preferred

About the Company

BMO is a leading North American bank driven by a 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.