Banking Solutions Advisor — Personal & Digital Service

BMO; Terrace; On-site; CAD 38,000 - 52,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plan

Job summary

BMO Financial Group is seeking a Customer Service Associate in Canada to deliver exceptional service to customers and prospects, identify needs, and guide them to financial solutions that fit their interests.

You will welcome customers, handle everyday banking transactions, advise on digital options, and work with branch teams to meet business goals while following risk, privacy and regulatory requirements.

Qualifications

• No experience required; post-secondary degree or certification desirable.
• Strong knowledge of personal, commercial and partner offers.
• Comfort with digital banking tools and applications.
• Excellent communication, listening and interpersonal skills.
• Ability to educate customers on digital options.

Responsibilities

• Delivers exceptional service to customers and prospects and identifies needs.
• Handles transactions and customer inquiries to meet service levels.
• Welcomes customers and provides guidance on banking solutions.
• Promotes digital and self-serve options for easy banking.
• Escalates complex issues to managers and contributes to branch goals.

Skills

Customer service

Communication skills

Digital literacy

Team collaboration

Problem solving

Education

Post-secondary degree or certification desirable

Tools

Social media

Job description

BMO Financial Group is seeking a Customer Service Associate in Canada to deliver exceptional service to customers and prospects, identify needs, and guide them to financial solutions that fit their interests.

You will welcome customers, handle everyday banking transactions, advise on digital options, and work with branch teams to meet business goals while following risk, privacy and regulatory requirements.