Support BMO customers through retail banking sales and service, needs-based conversations, and seamless transaction execution at 1 West Street.

This Customer Service Representative position focuses on understanding personal banking and credit card needs while contributing to branch results. You will review customer profiles, discuss relevant products and promotions, and connect customers with specialists when appropriate. The work includes routine service requests, inquiries, applications, cash handling, and operational activities under established rules and supervision.

Key Responsibilities:

- Review profiles and conduct needs-based customer conversations
- Discuss personal banking and credit card needs




- Integrate relevant marketing promotions into conversations
- Manage, load, and reconcile cash transactions
- Complete operational activities and customer applications

Requirements:

- Knowledge of personal, commercial, and partner offers
- Basic knowledge of specialized banking solutions
- Resourceful approach when engaging customers
- Organization and collaboration skills at a basic level
- Ability to solve problems within established limits

Bring customer focus, product knowledge, and accurate execution to BMO’s retail banking sales and service team.

📌 Retail Banking Sales Service Advisor (Canada)
🏢 Bank of Montreal
📍 Canada