BMO
Retail Banking
BilingualCustomerServiceRepresentative
Neural analysis suggests this role is
optimal for Entry candidates.
“Bilingual Customer Service Representative at BMO. Skills: Customer service, Financial advice, Sales, Problem solving. Deliver exceptional service. Identify customer needs”
What You'll Achieve.
Achieve overall business objectives; Meet branch business results; Deliver desired customer experience
Industry & Context.
Problem solving; Respond flexibly; Respond creatively
May work at multiple branches, May work through various channels, Work schedule may differ
What They're Looking For.
Must Have
Basic knowledge learned on the job, Verbal & written communication skills - Basic (in business environment), Organization skills - Basic (in business environment), Collaboration & team skills - Basic (in business environment)
Nice to Have
Post-secondary degree or certification in related field of study is desirable, Basic knowledge of specialized sales and business banking solutions to refer to specialists
What You'll Do.
Deliver exceptional service
Identify customer needs
Provide advice and guidance
Support customer requests
Meet banking service needs
Offer advice on digital options
Engage customers in conversation
Escalate customer situations
Contribute to branch results
Support operational activities
Manage cash transactions
Execute routine tasks
Probes to understand needs
Integrate marketing promotions
Organize work information
Find creative approaches
Contribute to improvement
Follow risk processes
Keep current with marketplace
Maintain knowledge of products
Identify suspicious patterns
Comply with requirements
Complete standardized tasks
Perform initial problem solving
How You'll Work.
Team & Collaboration
Works collaboratively within the branch; Works through various channels with BMO partners; Acts as a key member of a collaborative and versatile branch and market team; Readiness to collaborate and work in different capacities as part of a team
Communication Scope
Verbal communication skills; Written communication skills
Full Job Description
Application Deadline: 06/21/2026 Address: 3761 boul des Sources Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. * Identifies customer needs and initiates referrals to BMO colleagues. * Supports customer requests for banking services, including handling transactions and customer inquiries. * Welcomes customers warmly and meets their banking service and transactional needs with seamless execution. * Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. * Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. * Escalates complex or unresolved customer situations to managers as required. * Contributes to meeting branch business results and the customer experience. * Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). * Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU). * Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements. * Acts as a key member of a collaborative and versatile branch and market team. * Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. * Organizes work information to ensure accuracy and completeness. * Takes the initiative to find creative appr
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