Customer Service Representative

Application Deadline: 07/22/2026

Address: 288 Saint-Georges Street

Employment Group: Sales and Service, Banking Services for Individuals

Provide exceptional service to current and potential BMO clients. Determine clients' needs and provide advice and counsel on financial solutions that are in the client's best interest. Work collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall goals.

• Determine clients' needs and provide client referrals to BMO colleagues.
• Support client requests for banking services, including transaction processing and in-branch client support.
• Welcome clients warmly and meet their banking and transaction needs without difficulty.
• Advise and direct clients on digital and self-service options that will make banking transactions with BMO user-friendly, simple, and fast.
• Review client profiles and initiate conversations with them focused on their needs to identify potential opportunities to offer them common banking services programs and a choice of credit cards.
• Contribute to branch results and customer experience.
• Collaborate on operational activities (e.g., inventory management, forwarding service requests to higher levels, tracking client requests, filing, and opening and closing activities).
• Manage cash transaction entry and reconciliation between the treasury and various branches (e.g., bill recycler).
• Perform routine tasks (e.g., processing service requests, transactions, and inquiries) while adhering to relevant service level agreements.
• Act as a key member of a collaborative and versatile branch and local team.
• Understand the needs of clients for individual banking services and credit cards and integrate promotional offers and marketing programs into client conversations to provide strategic advice.
• Organize information to ensure accuracy and completeness.
• Take the initiative to apply creative approaches to bring a human dimension to each customer experience.
• Seek ways to participate in the continuous improvement of the overall customer experience in the branch.
• Contribute to business results and the overall experience offered in the branch.
• As needed, fulfill your duties in multiple branches according to market needs; work schedules may vary from week to week, in terms of days, hours, and shifts.
• Monitor risk and compliance policies and processes to protect clients' assets and their confidentiality and act in their best interest.
• Stay informed about what's happening in the financial services market, legislation, and regulation, as well as our commitment to meeting the sector's most rigorous ethical requirements.
• Keep up-to-date with knowledge related to products, practices, and trends in individual banking services and integrate them into client conversations.
• Identify and report any suspicious habits that may be associated with money laundering.
• Comply with territorial legal and regulatory requirements.
• Protect the Bank's assets in accordance with all legal, regulatory, and ethical requirements.
• Perform standardized tasks under supervision.
• Resolve issues while adhering to established rules and limits and escalate to higher levels as needed.
• Broader tasks and responsibilities may be assigned as needed.
• Take measured risks while protecting the Bank by applying our risk management framework in the performance of your duties, in accordance with our risk management culture and our approved risk appetite, making risk-informed decisions that align with business strategy, protect assets, and comply with applicable policy documents (frameworks, policies, standards, procedures, and related documents), laws, and regulation.

Qualifications

• No prior experience required; post-secondary education or certification in a related field desirable.
• Excellent knowledge of services offered to individuals and businesses, and those offered by partners, as well as how each can meet clients' individual needs.
• Proficiency and experience in using social media, tablets, smartphones, online tools, and applications.
• Strong skills in helping people who find digital applications not intuitive to learn to use them with confidence and understand their benefits.
• Adopt a professional attitude.
• Basic knowledge of specialized sales and business banking solutions to guide clients to specialists.
• Passion for helping clients.
• Motivation to offer personalized customer experiences.
• Creative and entrepreneurial personality able to approach clients with confidence and courage.
• Promptness to collaborate and perform various tasks within a team.
• Strong interpersonal skills, including the ability to establish a relationship and build connections with clients.
• Ability to be attentive, problem-solve, and react flexibly and creatively to new challenges.
• Basic work experience.
• Basic oral and written communication skills (in a business context).
• Basic organizational skills (in a business context).
• Basic skills for collaboration and teamwork (in a business context).
• Salary:
• $34,750.00 - $47,250.00
• Compensation Type:
• Salary

The above represents the range and type of compensation offered by BMO Financial Group.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the position and may include a commission structure. Salaries for part-time positions will be calculated on a prorated basis for the number of regularly worked hours. For commission roles, the aforementioned salary represents BMO Financial Group's target for the first year in the position.

The total compensation offered by BMO will vary depending on the type of compensation associated with the position and may include performance bonuses, discretionary bonuses, as well as other benefits and rewards. BMO also offers health insurance, tuition reimbursement, accident insurance, and life insurance, as well as retirement savings plans. For more information about our benefits, visit: https://jobs.bmo.com/ca/en/Global-Compensation

About Us

At BMO, we are driven by a common purpose: To Have the Courage to Make a Difference in Life, as in Business. This purpose drives us to create positive and lasting change for our clients, communities, and people. By working together, innovating, and pushing boundaries, we transform lives and businesses and drive economic growth around the world.

As a member of the BMO team, you are valued, respected, and heard, and you have more opportunities to advance and achieve results. We strive to help you achieve results from day one, for yourself and our clients. We will provide you with the tools and resources you need to take the next steps, as you help our clients take theirs. Through in-depth training and coaching, as well as leadership support and networking opportunities, we will help you gain a rich and rewarding experience and expand your skill set.

For more information, visit us at: https://jobs.bmo.com/ca/en.

BMO is committed to providing an inclusive, equitable, and accessible workplace. We learn from our differences and draw our strength from people and their diverse perspectives. Accommodations are available upon request for candidates who participate.