Personal Banking Advisor

BMO; Burlington; On-site; CAD 35,000 - 47,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plan

Job summary

BMO Financial Group in Canada seeks a Customer Service Specialist to deliver exceptional service and guidance on banking solutions. You will work in-branch and across channels, supporting transactions, referrals, and customer inquiries while promoting digital options that simplify banking.

You will engage customers in needs-based conversations, escalate complex cases, and help meet branch goals. The role emphasizes risk compliance, teamwork, and delivering a personal banking experience across

Qualifications

• No prior experience required; post-secondary degree or certification in related field is desirable.
• High-level knowledge of personal, commercial and partner offers, and how each can best serve customers’ needs.
• Confident and experienced in the use of social media, tablets, smartphones, online tools, and applications.

Responsibilities

• Identify customer needs and initiate referrals to BMO colleagues.
• Support customer requests for banking services, including handling transactions and inquiries.
• Welcome customers and meet banking service and transactional needs with seamless execution.
• Advise on digital and self-serve options to make banking easy, simple and fast.
• Escalate complex or unresolved customer situations to managers when required.
• Contribute to meeting branch business results and customer experience.
• Follow risk and compliance processes to safeguard assets and privacy.

Skills

Customer service

Interpersonal skills

Verbal & written communication

Team collaboration

Organization skills

Problem solving

Active listening

Education

Post-secondary degree

Tools

Social media

Online tools

Job description

BMO Financial Group in Canada seeks a Customer Service Specialist to deliver exceptional service and guidance on banking solutions. You will work in-branch and across channels, supporting transactions, referrals, and customer inquiries while promoting digital options that simplify banking.

You will engage customers in needs-based conversations, escalate complex cases, and help meet branch goals. The role emphasizes risk compliance, teamwork, and delivering a personal banking experience across