Banking Customer Experience Specialist

BMO; Collingwood; On-site; CAD 49,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO in Canada is seeking a Retail Banking Sales & Service professional to deliver exceptional service, identify customer needs, and guide them toward suitable financial solutions. You will welcome customers, handle transactions, and promote digital options to make banking easy and fast.

Work with branch teams to meet business objectives while maintaining risk and compliance standards across channels and markets.

Qualifications

• No prior experience necessary; post-secondary degree or certification in related field is desirable.
• High-level knowledge of personal, commercial and partner offers.
• Confident in using social media, tablets, smartphones, online tools.

Responsibilities

• Identifies customer needs and initiates referrals to BMO colleagues.
• Supports customer requests for banking services and transactions.
• Welcomes customers and guides them to digital self-serve options.

Skills

Customer service skills

Communication skills

Digital tools proficiency

Sales aptitude

Team collaboration

Education

Post-secondary degree or certification in related field

Job description

BMO in Canada is seeking a Retail Banking Sales & Service professional to deliver exceptional service, identify customer needs, and guide them toward suitable financial solutions. You will welcome customers, handle transactions, and promote digital options to make banking easy and fast.

Work with branch teams to meet business objectives while maintaining risk and compliance standards across channels and markets.