Customer Service Representative

Bank of Montreal; Windsor; On-site; CAD 33,000 - 44,000; Full time

Job summary

A leading bank is seeking customer service-oriented individuals for a dynamic role in Windsor. The position focuses on delivering exceptional service, identifying customer needs, and collaborating with team members to enhance the overall banking experience. Candidates with strong interpersonal skills and a desire to thrive in a fast-paced environment are encouraged to apply.

Benefits

Health insurance

Tuition reimbursement

Bonuses

Qualifications

• No prior experience necessary.
• Knowledge of banking products.
• Comfortable using digital tools and applications.

Responsibilities

• Identify customer needs and support banking requests.
• Manage cash transactions and handle operational activities.
• Advise on digital banking options.

Skills

Customer service orientation

Interpersonal skills

Problem-solving skills

Communication skills

Education

Post-secondary education or certification preferred

Job description

This role involves delivering exceptional service to BMO customers and prospects, identifying their needs, and providing suitable financial advice. The position requires collaboration within the branch and with BMO partners to enhance customer experience and meet business objectives.

• Identify customer needs and refer to BMO colleagues as appropriate.
• Support banking requests, handle transactions, and assist walk-in customers.
• Welcome customers warmly, ensuring seamless service.
• Advise on digital and self-serve banking options to simplify banking experiences.
• Review customer profiles, engage in needs-based conversations, and identify opportunities for additional banking products.
• Contribute to branch business results and customer satisfaction.
• Support operational activities like inventory management, service requests, and document handling.
• Manage cash transactions and reconcile between treasury and branch units.
• Execute routine tasks within service level agreements.
• Be a collaborative and versatile team member.
• Understand customer banking and credit needs, and promote marketing programs.
• Ensure accuracy and completeness of work information.
• Proactively find creative ways to personalize customer experiences.
• Identify opportunities to improve the branch customer experience.
• May work across multiple branches based on market needs, with variable schedules.
• Follow risk and compliance policies to safeguard assets and customer privacy.
• Stay informed about financial services, legal, and regulatory environments.
• Maintain knowledge of banking products and trends, and incorporate into customer interactions.
• Report suspicious activity related to money laundering.
• Comply with legal and regulatory requirements.
• Complete standardized tasks under supervision and escalate issues as needed.

Qualifications :

• No prior experience necessary; post-secondary education or certification preferred.
• Knowledge of banking products and how they serve customer needs.
• Comfortable using social media, tablets, smartphones, and online tools.
• Ability to help customers confidently use digital applications.
• Professional presence and basic sales knowledge.
• Strong customer service orientation and interpersonal skills.
• Good listening, problem-solving, and flexible response skills.
• Basic organizational and communication skills.

Grade : 2

Salary : $33,850.00 - $43,500.00

Salary varies based on location, skills, experience, and qualifications. Additional benefits include health insurance, tuition reimbursement, bonuses, and more. For details, visit https : / / jobs.bmo.com / global / en / Total-Rewards .

About Us :

At BMO, our purpose is to "Boldly Grow the Good" in business and life, creating positive change for our customers and communities. We value diversity, inclusion, and accessibility, and provide accommodations upon request.

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