PositionJob Family Group: Retail Banking Sales & ServiceResponsibilitiesDeliver exceptional service to BMO customers and prospects.Identify customer needs and provide advice and guidance regarding financial solutions in the best interest of customers.Collaborate within the branch and through various channels with BMO partners to deliver desired customer experience and achieve overall business objectives.Identify customer needs and initiate referrals to BMO colleagues.Support customer requests for banking services, including handling transactions and customer inquiries.Welcome customers warmly and meet their banking service and transactional needs with seamless execution.Offer advice and guidance on available digital and self‑serve options to make banking easy, simple, and quick.Review customer profiles and engage customers in a needs‑based conversation to identify potential opportunities and address everyday banking and credit card needs.Escalate complex or unresolved customer situations to managers as required.Contribute to meeting branch business results and the customer experience.Support operational activities (e.G., inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).Manage, load, and reconcile cash transactions between treasury and various branch units (e.G., CRU).Execute routine tasks (e.G., service requests, transactions, queries) within relevant service level agreements.Act as a key member of a collaborative and versatile branch and market team.Probe to understand customer personal banking and credit card needs and integrate marketing promotions and programs into customer conversations to provide strategic advice.Organize work information to ensure accuracy and completeness.Take initiative to find creative approaches that make each customer’s experience feel personal.Look for ways to contribute to ongoing improvement of overall customer experience.Follow through on risk and compliance processes and policies to safeguard customers’ assets, maintain privacy, and act in the best interest of customers.Keep current with the financial services marketplace, legal and regulatory environment, and uphold highest ethical requirements.Maintain current knowledge of personal banking products, practices, and trends and integrate into customer conversations.Identify and report suspicious patterns of activity suspected to be related to money laundering.Comply with legal and regulatory requirements for the jurisdiction.Protect the Bank’s assets in compliance with all regulatory, legal, and ethical requirements.Complete standardized tasks under supervision.Perform initial problem solving within given rules/limits and escalates when required.Broader work or accountabilities may be assigned as needed.Take measured risks while protecting the bank by applying our Risk Management Framework and adhering to applicable policy documents, laws, and regulations.QualificationsNo prior experience necessary; post‑secondary degree or certification in related field desirable.High‑level knowledge of personal, commercial and partner offers, and how each can best serve customers’ individual needs.Confident and experienced in the use of social media, tablets, smart phones, online tools,



and applications.Highly skilled at helping people who don’t find digital applications intuitive to gain confidence in how to use them and understand their benefits.Projects a professional presence.Basic knowledge of specialized sales and business banking solutions to refer to specialists.Passionate commitment to helping customers.A focus on delivering a personal experience to customers.Resourceful self‑starter with courage and confidence to approach customers.Readiness to collaborate and work in different capacities as part of a team.Strong interpersonal skills, including the ability to build rapport and connections with customers.An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.Basic knowledge learned on the job.Verbal & written communication skills - Basic (in business environment).Organization skills - Basic (in business environment).Collaboration & team skills - Basic (in business environment).Compensation & BenefitsSalary: $34,750.00 - $47,250.00 (Salaried). Salaries vary based on location, skills, experience, education, and qualifications for the role and may include a commission structure. BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.Work EnvironmentMay work at multiple branches or through various channels based on market needs; schedule may differ from week to week in terms of days worked, hours, and shifts.Inclusive WorkplaceBMO is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process.#J-18808-Ljbffr

📌 Customer Service Representative - $34,750 - $47,250 A Year - No Experience Required (New Tecumseth)
🏢 BMO
📍 New Tecumseth