Customer Service Representative

Responsibilities

• Deliver exceptional service to BMO customers and prospects by identifying their financial needs.
• Provide advice and guidance regarding banking solutions, digital tools, and self-serve options.
• Handle customer transactions, inquiries, and service requests with seamless execution.
• Initiate referrals to BMO colleagues for specialized banking or credit card needs.
• Support branch operational activities, including cash reconciliation, inventory management, and opening/closing procedures.
• Follow risk and compliance processes to safeguard customer assets and maintain privacy.
• Proactively engage customers in needs-based conversations to identify opportunities for everyday banking plans.

Requirements

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

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. We are committed to an inclusive, equitable, and accessible workplace where our people can grow and make a lasting impact.