BMO Personal Banking Representative

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.