Personal Banking Concierge & Customer Advocate

BMO U.S.; North Vancouver; On-site; CAD 36,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a Customer Service Associate in North Vancouver to deliver exceptional service, understand customer needs, and guide them through financial solutions. You’ll work within a collaborative branch team and engage customers across channels.

The role emphasizes a personal, confident customer experience with focus on digital tools and efficient service, while adhering to risk and compliance requirements. Training and growth opportunities are offered.

Qualifications

• No prior experience required; post-secondary degree or certification desirable.
• Strong knowledge of personal, commercial and partner offers to serve customers.
• Confident with social media, tablets, smartphones, and online tools.
• Excellent interpersonal and communication skills.
• Team player with a customer-focused mindset.
• Willingness to collaborate and learn in a dynamic environment.

Responsibilities

• Deliver exceptional service to customers and prospects.
• Identify needs and provide guidance on financial solutions.
• Handle transactions and customer inquiries.
• Promote digital banking options and self-serve channels.
• Refer opportunities to BMO colleagues to address needs.
• Follow risk and compliance processes and safeguard customer assets.

Skills

Customer service

Needs-based conversation

Interpersonal skills

Communication

Team collaboration

Education

Post-secondary degree or certification

Tools

Social media

Tablets

Smartphones

Online tools

Applications

Job description

BMO Financial Group is seeking a Customer Service Associate in North Vancouver to deliver exceptional service, understand customer needs, and guide them through financial solutions. You’ll work within a collaborative branch team and engage customers across channels.

The role emphasizes a personal, confident customer experience with focus on digital tools and efficient service, while adhering to risk and compliance requirements. Training and growth opportunities are offered.