Customer Service Representative

Retail Banking Sales & Service

Final date to receive applications: 07/09/2026

Address: 111 Main Street

• 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.
• Initiates referrals to BMO colleagues based on identified customer needs.
• 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 to make banking easy, simple, and fast.
• Reviews customer profiles and engages in needs‑based conversations to identify potential opportunities and address everyday banking 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 such as 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.
• Executes routine tasks (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 conversations to provide strategic advice.
• Organizes work information to ensure accuracy and completeness.
• Initiates creative approaches that make each customer’s experience feel personal.
• Seeks ways to contribute to the ongoing improvement of the overall customer experience.
• May work at multiple branches or through various channels; work schedule may vary week to week.
• Follows risk and compliance processes and policies to safeguard customers’ assets, maintain privacy, and act in their best interest.
• Keeps current with the wider financial services marketplace, legal and regulatory environment, and ethical requirements.
• Maintains current knowledge of personal banking products, practices, and trends and integrates them into customer conversations.
• Identifies and reports suspicious patterns of activity potentially related to money laundering.
• Complies with jurisdictional legal and regulatory requirements and protects the bank’s assets in compliance with all regulations.
• Performs initial problem solving within given rules/limits and escalates when required; broader accountabilities may be assigned as needed.
• Applies the Risk Management Framework while taking measured risks to protect the bank’s assets.

• No prior experience necessary; post‑secondary degree or certification in a related field of study is desirable.
• High‑level knowledge of personal, commercial and partner offers, and how each can best serve customers’ individual needs.
• 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 to gain confidence in how to use them and to understand their benefits.
• Projects a professional presence.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.
• 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.
• Strong 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.
• Basic knowledge learned on the job.
• Verbal & written communication skills – Basic (in business environment).
• Organization skills – Basic (in business environment).
• Collaboration & team skills – Basic (in business environment).

Salary: $41,700.00 - $56,700.00

Pay Type:

Salaried

BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: