Personal Banking Specialist — Customer Experience & Solutions

BMO; Toronto; 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 in Toronto is seeking a customer-centric Retail Banking Sales & Service professional to deliver exceptional service, identify financial needs, and guide customers through banking solutions. You’ll work across channels with partners, handle transactions, and promote digital options to simplify banking for clients.

Join a collaborative team focused on personal experiences, risk-aware practices, and ongoing customer engagement across branches and digital channels.

Qualifications

• No prior experience required; post-secondary degree or certification in related field is desirable.
• Strong knowledge of personal, commercial and partner offers.
• Comfort using social media, tablets, smartphones, and online tools.
• Ability to explain digital banking options to customers.
• Excellent interpersonal and listening skills.
• Interest in collaborating across teams.

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies needs and provides advice on financial solutions.
• Handles transactions and banking requests with accuracy.
• Refers opportunities to specialists when appropriate.
• Supports branch operations and cash handling.

Skills

Customer service

Needs-based selling

Communication skills

Digital banking knowledge

Team collaboration

Education

Post-secondary degree

Tools

CRM software

Banking platforms

Job description

BMO in Toronto is seeking a customer-centric Retail Banking Sales & Service professional to deliver exceptional service, identify financial needs, and guide customers through banking solutions. You’ll work across channels with partners, handle transactions, and promote digital options to simplify banking for clients.

Join a collaborative team focused on personal experiences, risk-aware practices, and ongoing customer engagement across branches and digital channels.