Customer Service Representative

Responsibilities

• Deliver exceptional service to customers by identifying financial needs and providing guidance on banking solutions
• Support customer requests for banking services, including handling transactions and inquiries
• 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
• Manage, load, and reconcile cash transactions between treasury and various branch units
• Follow risk and compliance processes to safeguard customer assets and maintain privacy
• Contribute to branch business results and the overall customer experience through proactive engagement

Requirements

• Strong interpersonal skills with the ability to build rapport and connections with customers
• Excellent communication skills, both verbal and written, in a business environment
• High level of digital literacy, including confidence using tablets, smartphones, and online tools
• Strong problem-solving skills and the ability to respond flexibly to new challenges
• Post-secondary degree or certification in a related field is desirable
• Ability to work collaboratively within a team and adapt to different branch needs

About the Company

BMO is a leading North American bank driven by a shared 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.