BMO
Financial Services
CustomerServiceRepresentative
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Customer Service Representative at BMO. Skills: Sales & Service, Customer needs, Financial solutions. Deliver exceptional service to BMO customers and prospects. Identify customer needs”
What You'll Achieve.
Achieve overall business objectives; Contribute to meeting branch business results; Contribute to the customer experience
Industry & Context.
Problem solving; Initial problem solving
What They're Looking For.
Must Have
No prior experience 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, Basic knowledge learned on the job, Verbal & written communication skills - Basic, Organization skills - Basic, Collaboration & team skills - Basic
Nice to Have
High-level knowledge of personal, commercial and partner offers, 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, Projects a professional presence, Passionate commitment to 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 and prospects
Identify customer needs
Provide advice and guidance regarding financial solutions
Initiate referrals to BMO colleagues
Support customer requests for banking services
Handle transactions and customer inquiries
Welcome customers warmly
Meet banking service and transactional needs
Offer advice and guidance on digital options
Offer advice and guidance on self-serve options
Review customer profiles
Engage customers in needs-based conversation
Identify potential opportunities
Address everyday banking plans
Address credit card needs
Escalate complex or unresolved customer situations
Contribute to meeting branch business results
Contribute to customer experience
Support operational activities
Handle escalated service requests
Follow up on customer applications
Manage cash transactions
Reconcile cash transactions
Execute routine tasks
Execute service requests
Probe to understand customer needs
Integrate marketing promotions into conversations
Integrate marketing programs into conversations
Provide strategic advice
Organize work information
Find creative approaches
Make customer experience feel personal
Contribute to ongoing improvement of customer experience
Follow through on risk processes
Follow through on compliance processes
Safeguard customers’ assets
Maintain customer privacy
Act in customers’ best interest
Keep current with financial services marketplace
Keep current with legal environment
Keep current with regulatory environment
Uphold ethical requirements
Maintain current knowledge of personal banking products
Maintain current knowledge of personal banking practices
Maintain current knowledge of personal banking trends
Integrate product knowledge into customer conversations
Identify suspicious patterns of activity
Report suspicious patterns of activity
Comply with legal requirements
Comply with regulatory requirements
Protect the Bank's assets
Complete standardized tasks under supervision
Perform initial problem solving
Escalate when required
Apply Risk Management Framework
Make risk informed decisions
How You'll Work.
Team & Collaboration
Works collaboratively within the branch; Works collaboratively through various channels; Works with BMO partners; Key member of a collaborative team; Key member of a versatile branch team; Key member of a versatile market team
Communication Scope
Verbal communication; Written communication
Full Job Description
Application Deadline: 06/18/2026 Address: 1191 Barton Street East 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 ap
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.