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Personal Banking Customer Advisor
Job Description & How to Apply Below
Help BMO customers navigate personal banking and credit card needs through thoughtful advice, referrals, and seamless service. Work at the Surrey branch address provided.
As a Customer Service Representative, you will review customer profiles and conduct needs-based conversations. You will identify everyday banking opportunities, explain available digital options, and connect customers with appropriate BMO colleagues. The work combines customer experience, transactions, operational activities, and compliance responsibilities.
Key Responsibilities:- Review profiles and probe personal banking requirements
- Discuss credit card needs and marketing programs
- Provide advice aligned with customer interests
- Escalate complex or unresolved situations appropriately
- Support applications, filing, inventory, and branch activities
- Passion for helping customers personally
- Ability to build rapport and customer connections
- Resourcefulness and confidence approaching customers
- Basic knowledge of personal and partner offers
- Readiness to work collaboratively in different capacities
Use personal banking knowledge, customer conversations, and referrals to support strong experiences and business results at BMO.
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