Customer Service Representative

Responsibilities

• Deliver exceptional service to customers and prospects 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 improve customer ease of use
• 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 activity related to money laundering

Requirements

• Strong interpersonal skills with the ability to build rapport and connections with customers
• Proficiency with digital tools, including tablets, smartphones, and online applications
• Excellent verbal and written communication skills for a business environment
• Strong problem-solving aptitude and the ability to respond flexibly to new challenges
• Ability to work collaboratively within a team and adapt to different branch needs

Preferred Qualifications

• Post-secondary degree or certification in a related field of study
• Experience helping customers navigate digital applications and technology

Benefits

• Competitive salary and total compensation package
• Health insurance and accident/life insurance
• Tuition reimbursement
• Retirement savings plans
• Performance-based incentives and discretionary bonuses

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.