Bmo Recruitment – Customer Service Representative

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Bank of MontrealBmo Recruitment – Customer Service RepresentativeBrandon, Manitoba, CA

Job Overview


is currently hiring on a vacant job post of based in Please read the job detail carefully before applying.

Job Description:

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 with BMO partners to deliver the desired customer experience and achieve overall business objectives.

Job Responsibilities:

  • Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
  • Organizes work information to ensure accuracy and completeness.
  • Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
  • Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
  • Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.
  • Takes the initiative to find creative approaches that make each customer’s experience feel personal.
  • Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
  • Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
  • Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).
  • Contributes to meeting branch business results and the customer experience.
  • Supports customer requests for banking services, including handling transactions and supporting customers who walk into the branch.
  • Acts as a key member of a collaborative and versatile branch and market team.
  • Welcomes customers warmly and meets their banking service and transactional needs with seamless execution.

Job Requirements:

  • Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications.
  • Readiness to collaborate and work in different capacities as part of a team.
  • No prior experience necessary; post-secondary degree or certification in related field of study is desirable.
  • A focus on delivering a personal experience to customers.
  • Strong interpersonal skills, including the ability to build rapport and connections with customers.
  • Projects a professional presence.
  • 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.
  • High-level knowledge of personal, commercial and partner offers, and how each can best serve customers’ individual needs.
  • Passionate commitment to helping customers.
  • Resourceful self-starter with courage and confidence to approach customers.
  • Basic knowledge of specialized sales and business banking solutions to refer to specialists.

Job Details:

Company: Bank of Montreal

Vacancy Type: Full Time

Job Location: Brandon, Manitoba, CA

Application Deadline: N/A

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Bank of MontrealBmo Recruitment – Customer Service RepresentativeBrandon, Manitoba, CA