Customer Service Representative

Responsibilities

• Deliver exceptional service by identifying customer needs and providing guidance on banking solutions and digital tools
• Handle banking transactions, customer inquiries, and manage cash reconciliation between treasury and branch units
• Proactively engage customers in needs-based conversations to identify opportunities for credit cards and everyday banking plans
• Support digital adoption by helping customers navigate online and mobile banking applications
• Execute routine operational tasks including inventory management, filing, and opening/closing activities
• Follow all risk and compliance processes to safeguard customer assets and maintain privacy
• Collaborate with branch team members to meet business results and enhance the overall customer experience

Requirements

• Strong interpersonal skills with the ability to build rapport and connections with customers
• Excellent communication skills, both verbal and written, suitable for a business environment
• High level of digital literacy, including confidence using tablets, smartphones, and online applications
• Strong problem-solving skills and the ability to respond flexibly to new challenges
• Ability to work collaboratively within a team and maintain a professional presence
• 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. Serving 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.