Banking Customer Concierge - Personal Service & Digital Help

BMO Financial Group; Port Perry; On-site; CAD 35,000 - 47,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Canada is seeking a Customer Service Associate within Retail Banking Sales & Service to deliver exceptional service, understand customer needs, and guide them to suitable solutions across branches and digital channels.

You will welcome customers, handle transactions, promote digital tools, and refer opportunities to specialists while maintaining risk, privacy, and regulatory compliance. The role may involve working at multiple branches and flexible schedules.

Qualifications

• Post-secondary degree or certification in related field desirable.
• High-level knowledge of personal, commercial and partner offers and how they serve customer needs.
• Confident with social media, tablets, smartphones, online tools and applications.
• Ability to help customers gain confidence using digital applications.

Responsibilities

• Deliver exceptional service to customers and promote banking solutions.
• Identify customer needs and provide guidance across channels.
• Process transactions and respond to customer inquiries with accuracy.
• Escalate complex issues to managers as required.
• Support risk and compliance processes and protect customer assets.

Skills

Customer service

Communication skills

Interpersonal skills

Team collaboration

Problem solving

Sales orientation

Digital tool usage

Adaptability

Education

Post-secondary degree

Tools

Social media apps

Tablets

Online tools

Job description

BMO Financial Group in Canada is seeking a Customer Service Associate within Retail Banking Sales & Service to deliver exceptional service, understand customer needs, and guide them to suitable solutions across branches and digital channels.

You will welcome customers, handle transactions, promote digital tools, and refer opportunities to specialists while maintaining risk, privacy, and regulatory compliance. The role may involve working at multiple branches and flexible schedules.