BMO
Financial Services
CustomerServiceRepresentative
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Customer Service Representative at BMO. Skills: Customer service, Financial advice, Sales opportunities. Deliver exceptional service to BMO customers and prospects. Identify customer needs and provide advice and guidance”
What You'll Achieve.
Contribute to meeting branch business results; Contribute to business results and the overall experience delivered
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 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, Basic knowledge of specialized sales and business banking solutions, 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
Identify customer needs and initiate referrals to BMO
Support customer requests for banking services
Handle transactions and customer inquiries
Welcome customers warmly and meet their banking service
Offer advice and guidance on available digital and
Review customer profiles and engage customers in a
Identify potential opportunities and address everyday banking plans
Escalate complex or unresolved customer situations to managers
Contribute to meeting branch business results and the
Support operational activities
and reconcile cash transactions between treasury
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
Take the initiative to find creative approaches that
Look for ways to contribute to the ongoing
Contribute to business results and the overall experience
Follow through on risk and compliance processes and
Keep current with the wider financial services marketplace
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 for the
Protect the Bank's assets in compliance with all
Complete standardized tasks under supervision
Perform initial problem solving within given rules/limits
Escalate when required
Apply our Risk Management Framework in the execution
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: 06/11/2026 Address: 50 Smokey Hill Job Family Group: Retail Banking Sales & Service We invite all experienced and aspiring First Nations / Métis / Inuit professionals to apply to roles featured on BMO’s Indigenous Careers landing page, as well as all of those on BMO's Careers page. Qualified First Nations / Métis / Inuit applicants applying through these postings will be considered for open job vacancies, where they exist, or added to our Indigenous Talent Network and matched to other upcoming opportunities. This is part of BMO’s ongoing commitment to Indigenous applicants. Our recruitment team will reach out to those selected for further consideration 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
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