Help BMO customers navigate personal banking and credit card needs through thoughtful advice, referrals, and seamless service. Work at the Surrey branch address provided.
As a Customer Service Representative, you will review customer profiles and conduct needs-based conversations. You will identify everyday banking opportunities, explain available digital options, and connect customers with appropriate BMO colleagues. The work combines customer experience, transactions, operational activities, and compliance responsibilities.
Key Responsibilities:

Review profiles and probe personal banking requirements
Discuss credit card needs and marketing programs
Provide advice aligned with customer interests
Escalate complex or unresolved situations appropriately
Support applications, filing, inventory, and branch activities
Requirements:

Passion for helping customers personally
Ability to build rapport and customer connections
Resourcefulness and confidence approaching customers
Basic knowledge of personal and partner offers
Readiness to work collaboratively in different capacities
Use personal banking knowledge, customer conversations, and referrals to support strong experiences and business results at BMO.

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Personal Banking Customer Advisor BMO