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 enhance the 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 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
• Strong problem-solving aptitude and the ability to respond flexibly to new challenges
• Ability to work collaboratively within a team environment

Preferred Qualifications

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

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.