Customer Service Representative

Job Overview

Deliver exceptional service to BMO customers and prospects by identifying customer needs and providing advice and guidance on 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. Identify customer needs and initiate referrals to BMO colleagues. Support customer requests for banking services, including handling transactions and customer inquiries, and welcome customers warmly while meeting 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, address everyday banking plans and credit card needs, and, where appr...