Customer Service Representative

Retail Banking Sales & Service

Application Deadline: 07/09/2026

Address: 111 Main Street

Responsibilities

• 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...