Customer Service Representative

Customer Service Representative

Join to apply for the Customer Service Representative role at BMO .

Deliver exceptional service to BMO customers and prospects. Identify customer needs and provide advice and guidance regarding financial solutions that are in the best interests of customers. Work collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.

Responsibilities

• Identify customer needs and initiate referrals to BMO colleagues.
• Support customer requests for banking services, including handling transactions and customer inquiries.
• Welcome customers warmly and meet their banking service and transactional needs with seamless execution.
• Offer advice and guidance on available digital and self‑serve options with the goal of making it easy, simple, and fast to bank with BMO.
• Review customer profiles and engage customers in a needs‑based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
• Escalate complex or unresolved customer situations to managers as required.
• Contribute to meeting branch business results and the customer experience.
• Support operational activities (e.g., inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
• Manage, load, and reconcile cash transactions between treasury and various branch units (e.g., CRU).
• Execute routine tasks (e.g., service requests, transactions, queries, etc.) within relevant service level agreements.
• Act as a key member of a collaborative and versatile branch and market team.
• Probe to understand customer personal banking and credit card needs and integrate marketing promotions and programs into customer conversations to provide strategic advice.
• Organize work information to ensure accuracy and completeness.
• Takes the initiative to find creative approaches that make each customer’s experience feel personal.
• Look for ways to contribute to the ongoing improvement of the overall customer experience.
• Contribute to business results and the overall experience delivered.
• May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
• Follow through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
• Keep current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
• Maintain current knowledge of personal banking products, practices, and trends and integrate into customer conversations.
• Identify and report suspicious patterns of activity that are suspected to be related to money laundering.
• Comply with legal and regulatory requirements for the jurisdiction.
• Protect the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
• Complete standardized tasks under supervision.
• Perform initial problem solving within given rules / limits & escalates when required.
• Broader work or accountabilities may be assigned as needed.

Qualifications

Salary

$34,750.00 - $44,900.00

Pay Type

Salaried

Benefits

The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part‑time roles will be pro‑rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance‑based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit : https : / / jobs.bmo.com / global / en / Total-Rewards

About Us

At BMO we are driven by a shared Purpose : Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in‑depth training and coaching, to manager support and network‑building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

Seniority level

Not Applicable

Employment type

Part‑time

Job function

Other

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