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 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
• Effective verbal and written communication skills for a business environment
• Strong problem-solving skills and the ability to respond flexibly to new challenges
• Post-secondary degree or certification in a related field is desirable
• Ability to work collaboratively within a team and adapt to different branch needs

About the Company

BMO is a leading North American bank driven by a purpose to Boldly Grow the Good in business and life. Serving more than 12 million customers, we provide personal and commercial banking, wealth management, and investment services across Canada, the United States, and globally.