BMO
Financial Services
CustomerServiceRepresentative
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Customer Service Representative at BMO. Skills: Customer service, Financial solutions, Sales advice. Deliver exceptional service to BMO customers and prospects. Identify customer needs and provide advice and guidance”
What You'll Achieve.
Achieve overall business objectives; Contribute to meeting branch business results
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
Fluency in Mandarin is considered an asset, 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 and provide advice and guidance
Work collaboratively within the branch and through various
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 and self-serve
Review customer profiles
Engage customers in a needs-based conversation
Identify potential opportunities
Address everyday banking plans and credit card needs
Escalate complex or unresolved customer situations to managers
Contribute to meeting branch business results
Support operational activities
and reconcile cash transactions
Execute routine tasks within relevant service level agreements
Act as a key member of a collaborative
Probe to understand customer personal banking and credit
Integrate marketing promotions and programs into customer conversations
Provide strategic advice
Organize work information to ensure accuracy and completeness
Find creative approaches that make each customer’s experience
Look for ways to contribute to the ongoing
Contribute to business results and the overall experience
Follow through on risk and compliance processes and
Safeguard customers’ assets
Maintain customer privacy
Act in customers’ best interest
Keep current with the wider financial services marketplace
Keep current with the legal and regulatory environment
Uphold highest ethical requirements of industry
Maintain current knowledge of personal banking products
Integrate knowledge into customer conversations
Identify and report suspicious patterns of activity related
Comply with legal and regulatory requirements
Protect the Bank's assets
Complete standardized tasks under supervision
Perform initial problem solving within given rules/limits
Escalate when required
Apply Risk Management Framework
Make sound and risk informed decisions
How You'll Work.
Team & Collaboration
Work collaboratively within the branch; Collaborative and versatile branch and market team
Communication Scope
Verbal & written communication
Full Job Description
Application Deadline: 06/18/2026 Address: 16654 Yonge Street Job Family Group: Retail Banking Sales & Service * Fluency in Mandarin in Mandarin is considered an asset. 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 com
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