Transform customer interactions as a Customer Experience Specialist at BMO. Provide tailored financial guidance while fostering long-lasting relationships in a retail setting.

In this role, you will work directly with customers, offering insights into their banking needs and recommending suitable financial products. Collaborate with your team at BMO to create seamless customer experiences. Your responsibilities will include transaction processing, client engagement, and operational support across multiple branches based on market needs.

Key Responsibilities:
• Guide customers through available banking services
• Conduct client conversations to offer tailored recommendations
• Identify and report suspicious activity per compliance guidelines




• Collaborate with partners for referral opportunities
• Organize and maintain work information for accuracy

Requirements:
• 1-2 years in a consultative customer service role
• Registration to sell investment products in progress
• Experience with digital tools and CRMs
• Effective communication and relationship-building skills
• Initiative to enhance overall customer experiences

Leverage your expertise in customer service and banking to create impactful client experiences at BMO.
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📌 Customer Experience Specialist at BMO (Quebec City)
🏢 Bank of Montreal
📍 Quebec City