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
Qualified presence and confidence approaching customers
Ability to build rapport and customer connections
Flexible, 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.