Accounting & Finance

BMO Personal Banking Representative

Bank N.A

Toronto · Ontario · Canada

Serve BMO customers at 291 Spadina Avenue using personal banking knowledge, needs-based conversations, and confident digital guidance. Support customers across banking channels.

As a Customer Service Representative, you will handle banking transactions, answer inquiries, and identify customer needs. You will provide advice on personal banking and credit card needs while referring customers to BMO colleagues when appropriate. The work supports branch results and customer experience through collaborative service.

Key Responsibilities:

  • Welcome customers and fulfill banking service and transaction needs
  • Identify needs and initiate referrals to BMO colleagues
  • Review profiles and discuss everyday banking 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 practices
  • Confident use of digital tools and applications
  • Basic verbal, written, and organization skills

Bring listening, problem-solving, and personal banking skills to create thoughtful customer experiences while supporting BMO branch objectives.

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Reference: WJ-291_12224763

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