BMO
Retail Banking
CustomerServiceRepresentative
Neural analysis suggests this role is
optimal for Entry candidates.
“Customer Service Representative at BMO. Skills: Customer service, Financial advice, Sales, Problem solving. Deliver exceptional service to customers and prospects.. Identify customer needs and provide advice.”
What You'll Achieve.
Achieve overall business objectives.; Contributes to meeting branch business results and the customer experience.; Contributes to business results and the overall experience delivered.
Industry & Context.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.; Performs initial problem solving within given rules/limits & escalates when required.
May work at multiple branches or through various channels based on market work schedule may differ from week to week in terms of days worked, hours, and shifts.
What They're Looking For.
Must 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., 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).
What You'll Do.
Deliver exceptional service to customers and prospects.
Identify customer needs and provide advice.
Provide guidance regarding financial solutions.
Work collaboratively within the branch.
Work through various channels with BMO partners.
Deliver desired customer experience.
Achieve overall business objectives.
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.
Review customer profiles.
Engage customers in needs-based conversation.
Identify potential opportunities.
Address everyday banking plans.
Address credit card needs.
Escalate complex customer situations.
Contribute to meeting branch business results.
Contribute to customer experience.
Support operational activities.
and reconcile cash transactions.
Execute routine tasks within service level agreements.
Act as a key member of a team.
Probe to understand customer needs.
Integrate marketing promotions into conversations.
Provide strategic advice.
Organize work information for accuracy.
Find creative approaches for personal experience.
Contribute to ongoing improvement of customer experience.
Contribute to business results.
Follow through on risk and compliance processes.
Safeguard customers’ assets.
Maintain customer privacy.
Act in customers’ best interest.
Keep current with financial services marketplace.
Keep current with legal and regulatory environment.
Uphold ethical requirements of industry.
Maintain current knowledge of personal banking products.
Integrate product knowledge into customer conversations.
Identify and report suspicious patterns.
Comply with legal and regulatory requirements.
Protect the Bank's assets.
Complete standardized tasks under supervision.
Perform initial problem solving.
Escalate when required.
Take measured risks while protecting the bank.
Apply Risk Management Framework.
Make sound and risk informed decisions.
Align decisions to business strategy.
Adhere to applicable policy documents.
Adhere to laws and regulations.
How You'll Work.
Team & Collaboration
Works collaboratively within the branch and 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 - Basic (in business environment).
Full Job Description
Application Deadline: 06/09/2026 Address: 710 Markland Street 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 approa
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.