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Customer Service Associate in Personal Banking
Bank of Montreal
📍
brampton, Canada
Location
brampton
Posted
June 09, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
Job Description
Embrace a rewarding career as a Customer Service Associate in Personal Banking at BMO. Focus on delivering tailored financial solutions and exceptional service to our customers.
As a Customer Service Associate at BMO, engage with clients in a retail banking environment to identify their needs and recommend appropriate financial products. You’ll play a key role in enhancing the customer experience through effective communication and collaboration with branch teams. This role requires a proactive approach to client engagement and maintaining compliance with banking practices.
Key Responsibilities:
• Identify and address customer banking needs during interactions
• Guide clients on available digital banking options
• Contribute to operational activities and service excellence
• Collaborate with team members to improve customer experience
• Conduct needs-based conversations to identify financial opportunities
Requirements:
• 1-2 years relevant experience or equiv...
As a Customer Service Associate at BMO, engage with clients in a retail banking environment to identify their needs and recommend appropriate financial products. You’ll play a key role in enhancing the customer experience through effective communication and collaboration with branch teams. This role requires a proactive approach to client engagement and maintaining compliance with banking practices.
Key Responsibilities:
• Identify and address customer banking needs during interactions
• Guide clients on available digital banking options
• Contribute to operational activities and service excellence
• Collaborate with team members to improve customer experience
• Conduct needs-based conversations to identify financial opportunities
Requirements:
• 1-2 years relevant experience or equiv...