Customer Service Representative

Responsibilities

• Deliver exceptional service to customers by identifying financial needs and providing guidance on banking solutions
• Handle banking transactions and inquiries with seamless execution and accuracy
• Promote digital and self-serve banking options to help customers bank easily and quickly
• Conduct needs-based conversations to identify opportunities for everyday banking plans and credit cards
• Support branch operations, including cash reconciliation, inventory management, and opening/closing activities
• Follow risk and compliance policies to safeguard customer assets and maintain privacy
• Collaborate with branch team members to achieve business objectives and enhance the customer experience

Requirements

• Strong interpersonal and communication skills to build rapport with customers
• Digital literacy with confidence using tablets, smartphones, and online banking tools
• Problem-solving skills and the ability to respond flexibly to new challenges
• Ability to work collaboratively within a team environment
• Post-secondary degree or certification in a related field is desirable

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.