Serve BMO customers through personal banking advice, transactions, and needs-based conversations across branch and digital channels. Work locations and schedules may vary according to market needs.
As a Customer Service Representative in Retail Banking Sales & Service, you will deliver exceptional service to BMO customers and prospects. You will identify financial needs, provide guidance, and support banking services, inquiries, and transactions. The work includes personal banking and credit card conversations, referrals, operational activities, and risk compliance.
Key Responsibilities:
- Welcome customers and support banking service and transaction needs
- Identify needs and recommend suitable financial solutions
- Initiate referrals to BMO colleagues and escalate complex situations
- Handle cash transactions, reconciliation, applications, and branch activities
- Explain digital and self-serve banking options
Requirements:
- Current knowledge of personal banking products and practices
- Knowledge of credit card needs and marketplace trends
- Commitment to risk, privacy, legal, and regulatory requirements
- Ability to organize information accurately and completely
- Willingness to work varied schedules or branch locations
Bring customer service, financial guidance, transaction handling, and compliance awareness to BMO's personal banking experience.
BMO Personal Banking Representative employer: Bank of Montreal
BMO Financial Group is an exceptional employer located in the heart of Toronto, offering a dynamic work culture that prioritizes collaboration and innovation. Employees benefit from comprehensive health insurance, tuition reimbursement, and robust retirement savings plans, alongside ample opportunities for professional growth through training and mentorship. With a commitment to inclusivity and a focus on making a positive impact, BMO empowers its team members to thrive both personally and professionally.
