BMO
Retail Banking
CustomerServiceRepresentative
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Customer Service Representative at BMO. Deliver exceptional service to BMO customers. Identify customer needs”
What You'll Achieve.
Achieve overall business objectives; Contribute to meeting branch business results; Contribute to business results
Industry & Context.
Problem solving
Fluency in English and Punjabi/Hindi preferred, May work at multiple branches or through various channels
What They're Looking For.
Must Have
Minimum of 18. 75 hours per week, Candidates should be flexible to work within branch hours, available for 3-5 days per week, availability from Monday to Saturday, 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
No prior experience post-secondary degree or certification in related field of study is desirable, High-level knowledge of personal, commercial and partner offers, and how each can best serve customers’ individual needs, Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications, Highly skilled at helping people who don’t find digital applications intuitive to gain confidence in how to use them and to understand their benefits, Projects a professional presence, Basic knowledge of specialized sales and business banking solutions to refer to specialists, Passion for helping customers, A focus on delivering a personal experience to customers, Resourceful self-starter with courage and confidence to approach customers, Readiness to collaborate and work in different capacities as part of a team, interpersonal skills, including the ability to build rapport and connections with customers, An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges
What You'll Do.
Deliver exceptional service to BMO customers
Identify customer needs
Provide advice and guidance
Support customer requests
Handle transactions and inquiries
Welcome customers warmly
Meet banking service needs
Offer advice on digital options
Review customer profiles
Engage customers in conversation
Identify potential opportunities
Address everyday banking plans
Address credit card needs
Escalate complex situations
Contribute to meeting branch results
Support operational activities
Manage cash transactions
Reconcile cash transactions
Execute routine tasks
Probes to understand needs
Integrate marketing promotions
Organize work information
Find creative approaches
Contribute to improvement
Follow risk and compliance processes
Maintain knowledge of products
Identify and report suspicious patterns
Comply with legal requirements
Protect Bank's assets
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 & written communication skills
Full Job Description
Application Deadline: 06/19/2026 Address: 32988 South Fraser Way Job Family Group: Retail Banking Sales & Service NOTE: Part time role, Minimum of 18.75 hours per week, Candidates should be flexible to work within branch hours and available for 3-5 days per week. Fluency in English and Punjabi/Hindi preferred. This role requires availability from Monday to Saturday. 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
Applying for this Customer Service Representative role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about BMO?
Real rants from real employees. Read before you apply.