Retail Banking Customer Advisor BMO

Help BMO customers make banking easier through needs-based conversations, personal advice, and digital support. This customer-facing position is based at 100 King Street West.

As a Customer Service Representative, you will support banking services, transactions, referrals, and everyday financial conversations. You will identify personal banking and credit card needs while integrating relevant marketing programs. The description welcomes candidates without prior experience and values related post-secondary study.

Key Responsibilities:

• Conduct needs-based conversations with banking customers
• Provide guidance on personal banking and credit cards
• Initiate referrals to appropriate BMO colleagues
• Support applications, service requests, and branch activities
• Reconcile cash between treasury and branch units

Requirements:

• Passionate commitment to helping customers
• Ability to build rapport and customer connections
• Resourcefulness and confidence approaching customers
• Basic organization and collaboration skills
• Knowledge of personal banking products is expected

Use attentive conversations, financial guidance, and accurate service execution to support BMO customers and branch business results.