Accounting & Finance

BMO Personal Banking Representative

BMO

Toronto · Ontario · Canada

Deliver exceptional customer service at BMO’s 1 Yorkgate Boulevard location through personal banking advice, transactions, and digital guidance. Support customers across branch channels.

This Customer Service Representative role sits within Retail Banking Sales & Service. You will identify needs, provide financial guidance, handle banking requests, and refer customers to BMO colleagues. The position emphasizes personal banking, credit cards, customer experience, and collaborative branch service.

Key Responsibilities:

  • Welcome customers and complete banking transactions accurately
  • Identify needs and initiate referrals to BMO colleagues
  • Discuss personal banking plans and credit card needs
  • Explain digital and self-serve banking options
  • Escalate complex or unresolved situations to managers

Requirements:

  • No prior experience necessary
  • Post-secondary degree or related certification desirable
  • Knowledge of personal banking products and trends
  • Strong interpersonal, listening, and problem-solving skills
  • Basic communication, organization, and collaboration skills

Bring customer focus, financial guidance, and relationship-building skills to BMO’s personal banking service team at Yorkgate Boulevard.

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Reference: WJ-291_12066308

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