Personal Banking Specialist BMO - Customer Focused Role
Location
brossard, montérégie
Job Type
Full-time
Category
Other-General
Posted
June 16, 2026
Join BMO as a Personal Banking Specialist and provide exceptional customer service in a dynamic banking environment. Focus on meeting client needs while collaborating with branch teams.
You will be instrumental in guiding customers through their banking journeys, identifying opportunities for personal and investment banking, and suggesting alternative channels for transactions. The emphasis on improving customer experiences will be a priority, alongside operational responsibilities to support branch effectiveness.
Key Responsibilities:
• Encourage customer use of digital and self-serve banking
• Facilitate discussions about banking needs and solutions
• Ensure seamless execution of transaction-based services
• Review customer profiles for personalized recommendations
• Support branch operations and uphold compliance standards
Requirements:
• 1-2 years of relevant experience in customer service
• Knowledge of banking products and sales techniques
• Skill...
You will be instrumental in guiding customers through their banking journeys, identifying opportunities for personal and investment banking, and suggesting alternative channels for transactions. The emphasis on improving customer experiences will be a priority, alongside operational responsibilities to support branch effectiveness.
Key Responsibilities:
• Encourage customer use of digital and self-serve banking
• Facilitate discussions about banking needs and solutions
• Ensure seamless execution of transaction-based services
• Review customer profiles for personalized recommendations
• Support branch operations and uphold compliance standards
Requirements:
• 1-2 years of relevant experience in customer service
• Knowledge of banking products and sales techniques
• Skill...