Banking Customer Advocate - Personal Solutions & Service

Bank of Montreal; Victoria; On-site; CAD 36,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plan

Accident and life insurance

Job summary

Bank of Montreal in Victoria, Canada, is seeking a Banking Service Associate to deliver exceptional service to customers and prospects, understanding their needs and guiding them to appropriate financial solutions. You will support branch operations, process transactions, and promote digital banking options.

No prior experience is required, but a post-secondary degree or certification is desirable. The role emphasizes teamwork, compliance, and a personal approach to banking across channels.

Qualifications

• Customer-facing role or equivalent experience.
• Ability to identify customer needs and offer appropriate financial solutions.
• Comfort with digital and self-serve channels.

Responsibilities

• Deliver exceptional service to BMO customers and prospects.
• Identify needs and refer to colleagues for solutions.
• Execute routine transactions and inquiries with accuracy.

Skills

Customer service

Sales & service

Communication

Digital banking tools

Education

Post-secondary degree or certification

Tools

Tablet & smartphone usage

Online banking tools

CRM systems

Job description

Bank of Montreal in Victoria, Canada, is seeking a Banking Service Associate to deliver exceptional service to customers and prospects, understanding their needs and guiding them to appropriate financial solutions. You will support branch operations, process transactions, and promote digital banking options.

No prior experience is required, but a post-secondary degree or certification is desirable. The role emphasizes teamwork, compliance, and a personal approach to banking across channels.