Personal Banking Service Expert

BMO; Campbellford; On-site; CAD 36,000 - 51,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO is seeking a Customer Service Associate to deliver exceptional service and identify customer needs across branch and digital channels. You will offer guidance on banking solutions, assist with transactions, and refer customers to specialists as appropriate.

Join a collaborative team focused on a seamless customer experience, with emphasis on risk compliance, privacy, and a friendly, personal approach. Training and growth opportunities are provided within a supportive environment.

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.
• Strong interpersonal and listening skills with effective written and verbal communication.
• Willingness to collaborate in a team and adapt to various engagement channels.

Responsibilities

• Deliver exceptional customer service and identify customer needs.
• Provide guidance on financial solutions in customers’ best interests.
• Refer customers to BMO colleagues and specialists as appropriate.
• Assist with banking transactions, inquiries, and digital self-serve options.
• Support risk/compliance processes and safeguarding customer assets.
• Contribute to branch team goals and customer experience across channels.

Skills

Customer service

Sales knowledge

Digital banking

Communication

Teamwork

Education

Post-secondary degree or certification

Job description

BMO is seeking a Customer Service Associate to deliver exceptional service and identify customer needs across branch and digital channels. You will offer guidance on banking solutions, assist with transactions, and refer customers to specialists as appropriate.

Join a collaborative team focused on a seamless customer experience, with emphasis on risk compliance, privacy, and a friendly, personal approach. Training and growth opportunities are provided within a supportive environment.