BMO Personal Banking Representative

Deliver exceptional BMO customer service through needs-based conversations, banking transactions, and guidance on digital options across various channels.

As a Customer Service Representative, you will support personal banking and credit card needs while contributing to branch results. You will identify needs, provide financial solution guidance, and refer customers to BMO colleagues. The work includes customer inquiries, service requests, and seamless transaction execution.

Key Responsibilities:

• Welcome customers and handle banking transactions and inquiries
• Review profiles and identify personal banking opportunities
• Initiate referrals to appropriate BMO colleagues
• Explain digital and self-serve banking options
• Escalate complex situations to managers when required

Requirements:

• No prior experience necessary
• Post-secondary degree or related certification desirable
• Strong interpersonal and customer rapport-building skills
• Basic communication, organization, and collaboration skills
• Confidence using tablets, smartphones, online tools, and applications

Use listening, problem-solving, and digital guidance skills to create personal BMO banking experiences for customers and prospects.