Job Description
Responsibilities
- Identifies customer needs and initiates referrals to BMO colleagues.
- Supports customer requests for banking services, including handling transactions and customer inquiries.
- Welcomes customers warmly and meets their banking service and transactional needs with seamless execution.
- Offers advice and guidance on available digital and self‑serve options with the goal of making it easy, simple, and fast to bank with BMO.
- Reviews customer profiles and engages customers in a needs‑based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
- Escalates complex or unresolved customer situations to managers as required.
- Contributes to meeting branch business results and the customer experience.
- Supports operational activities (e.g., inventory management, escalated service requests, following up on customer applications, filing, opening an...