Banking Experience Concierge — Personal Service & Guidance

bmo; Alma; On-site; CAD 42,000 - 54,000; Full time

Job summary

BMO in Alma, Quebec is seeking a motivated Customer Service Associate to deliver exceptional in-branch service, identify customer needs, and guide clients toward suitable financial solutions across branch and digital channels.

You will welcome customers, handle transactions, answer inquiries, promote digital banking options, and collaborate with team members to achieve branch goals while upholding risk and privacy requirements.

Qualifications

• No prior experience required; a post-secondary degree or certification in related field of study is desirable.
• Basic knowledge of personal, commercial and partner offers.
• Confident with social media, tablets, smartphones, online tools, and applications.
• Able to collaborate and work in a team.
• Strong verbal and written communication skills.

Responsibilities

• Identifies customer needs and initiates referrals to BMO colleagues.
• Supports customer requests for banking services, including handling transactions.
• Welcomes customers and meets banking service and transactional needs with seamless execution.
• Offers guidance on digital and self-serve options to make banking easy, simple, and fast.
• Escalates complex or unresolved customer situations to managers as required.
• Contributes to meeting branch business results and customer experience.
• Maintains risk and privacy compliance in everyday activities.

Skills

Interpersonal skills

Communication skills

Customer service mindset

Problem solving

Digital literacy

Team collaboration

Education

Post-secondary degree or certification in related field

Job description

BMO in Alma, Quebec is seeking a motivated Customer Service Associate to deliver exceptional in-branch service, identify customer needs, and guide clients toward suitable financial solutions across branch and digital channels.

You will welcome customers, handle transactions, answer inquiries, promote digital banking options, and collaborate with team members to achieve branch goals while upholding risk and privacy requirements.