Deliver exceptional BMO customer service through needs-based conversations, banking transactions, and guidance on digital options across various channels.
As a Customer Service Representative, you will support personal banking and credit card needs while contributing to branch results. You will identify needs, provide financial solution guidance, and refer customers to BMO colleagues. The work includes customer inquiries, service requests, and seamless transaction execution.
Key Responsibilities: Welcome customers and handle banking transactions and inquiries
Review profiles and identify personal banking opportunities
Initiate referrals to appropriate BMO colleagues
Explain digital and self-serve banking options
Escalate complex situations to managers when required
Requirements: No prior experience necessary
Post-secondary degree or related certification desirable
Robust interpersonal and customer rapport-building skills
Basic communication, organization, and collaboration skills
Confidence using tablets, smartphones, online tools, and applications
Use listening, problem-solving, and digital guidance skills to create personal BMO banking experiences for customers and prospects.

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📌 BMO Personal Banking Representative (British Columbia)
🏢 Bank of Montreal
📍 British Columbia