Ontario, Canada Remote (Global) USD 38,500 – 71,000 / year

Bank of Montreal (BMO Financial Group) is hiring a Senior Service Representative

About the Role

This role involves delivering exceptional client service, supporting financial transactions, and contributing to branch performance through proactive engagement and adherence to compliance standards.

Responsibilities

  • Assist clients with account transactions and financial inquiries
  • Resolve customer issues efficiently and accurately
  • Promote banking products and services based on client needs
  • Maintain up-to-date knowledge of policies and procedures
  • Process deposits, withdrawals, and loan payments
  • Support clients in opening and closing accounts
  • Identify and escalate suspicious activities
  • Ensure compliance with regulatory requirements
  • Provide guidance on digital banking tools
  • Follow security protocols for cash handling
  • Build trust through consistent, professional interactions
  • Meet service quality and performance standards
  • Collaborate with team members to improve service delivery
  • Participate in ongoing training and development
  • Maintain accurate client records
  • Adhere to confidentiality and privacy policies
  • Support branch sales goals through client engagement
  • Handle customer complaints with empathy and resolution
  • Stay informed about market trends and product changes
  • Contribute to a positive team environment
  • Uphold brand standards in all client interactions
  • Assist with daily branch operations as needed
  • Respond to requests from internal departments
  • Support financial wellness initiatives for clients
  • Participate in community outreach when required

Compensation

Competitive salary with benefits

Work Arrangement

Full-time, on-site

Team

Part of a regional customer service team serving local communities

Why Join Us

  • Opportunities for career advancement within a stable organization
  • Supportive team culture focused on client and employee success
  • Investment in professional development and training
  • Recognition programs for outstanding performance
  • Inclusive workplace promoting diversity and respect

Work Environment

  • Branch-based role with structured daily operations
  • Client-facing with regular in-person and phone interactions
  • Standard business hours with occasional schedule adjustments
  • Collaborative setting with team meetings and updates
  • Dress code follows professional banking standards

Not available

Required Skills
Customer serviceData AnalysisProblem SolvingMicrosoft OfficeCommunicationRelationship ManagementProcess Improvement
About company
Bank of Montreal (BMO Financial Group)
BMO is a financial services provider driven by a purpose to Boldly Grow the Good in business and life, creating lasting, positive change for customers, communities, and people.
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Job Details
Category other
Posted 8 months ago