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 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 to ensure regulatory compliance

Requirements

• Strong interpersonal skills with the ability to build rapport and connections with customers
• Proficiency with digital tools, including tablets, smartphones, and mobile banking applications
• Excellent verbal and written communication skills for a professional business environment
• Strong problem-solving aptitude and the ability to respond flexibly to new challenges
• Ability to work a part-time schedule (minimum 18.75 hours per week) with flexibility for 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 single purpose: to Boldly Grow the Good in business and life. With more than 12 million customers, we provide personal and commercial banking, wealth management, and investment services across Canada, the United States, and globally.