Banking Services Customer Advisor BMO (Toronto)

Banking Services Customer Advisor BMO (Toronto)

04 Nov
|
Bank N.a.
|
Toronto

04 Nov

Bank N.a.

Toronto

Help BMO customers make banking easier through advice, digital guidance, and seamless service at 1225 McCowan Road. Various channels may support customer needs.

This Customer Service Representative role delivers personal banking support within BMO’s Retail Banking Sales & Service group. You will handle inquiries and transactions, explore customer profiles, and recommend referrals or specialist support when appropriate. You will also contribute to branch results while following risk, privacy, compliance, and asset-protection requirements.

Key Responsibilities:

- Provide advice on financial solutions in customers’ best interests
- Guide customers through digital and self-serve options
- Probe for personal banking and credit card needs




- Escalate complex or unresolved situations to managers
- Complete routine requests within service level agreements

Requirements:

- Passionate commitment to helping customers personally
- Professional presence and confidence approaching customers
- Ability to build rapport and customer connections
- Versatile, creative approach to solving problems
- Basic verbal, written, and organization skills

Use personal banking knowledge, customer conversations, and digital guidance to deliver compliant service and support BMO branch results.

📌 Banking Services Customer Advisor BMO (Toronto)
🏢 Bank N.a.
📍 Toronto

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