BMO Financial Group Customer Service Representative Part Time in Alma, QC

BMO Financial Group

Branch Alma QC CA

Customer Service Representative
Alma, QC

Operations and Administration (5%). Engages customers in conversations about their personal banking habits and needs;…

Location: Alma Branch

Part time position

Candidate must be available to work as per branch hours

Primary provider for customers’ (non-sales) transactional needs, and the primary point of contact for most branch walk-in customers. Delivers an excellent customer experience and supports achievement of branch targets by proactively identifying customer needs and initiating referrals to appropriate partners in the branch or fulfilling as appropriate.

(Non-sales) transactions, on-wicket (75%)

Complete cash and non-cash transactions and service requests for walk-in customers; serve customers efficiently to ensure 80% of customers reach the wicket within three minutes of arrival

While completing transactions, review customer profile and engage customer in needs-based conversations to identify potential credit card sales and referral opportunities

Document identified opportunities and changes to customer situations and potential needs; book appointment with an available, appropriate Branch Partner whenever possible

Ensure compliance and adherence to Bank policies and procedures as they relate to privacy, money laundering and fraud

Branch Meetings (5%)

Attend and contribute to standard set of daily and weekly branch meetings

Meet with FSM at least 15 minutes weekly to discuss referrals, products and provide feedback

Engage with Branch Partners to discuss and identify potential referral opportunities

Participate in Coaching Activities (5%)

Discuss performance and complete Coaching for Performance Assessment with direct manager bi-weekly

Operations and Administration (5%)

Follow up on customer applications, and service requests; filing and other paper work

Opening and closing activities; other activities to support branch operations as needed

Risk Management (10%)

Protect the Bank’s assets and comply with all regulatory, legal and ethical requirements


High school diploma or equivalent work experience

Must complete internal BMO Customer Service Representative training program, including: CSR Development Program and Customer Conversations for CSRs

High-level knowledge of personal, commercial and partner offers, and how each can best serve customers’ individual needs

Projects a professional presence; engages customers in conversations about their personal banking habits and needs; listens actively

Quickly recognizes potential customer needs based on their Customer Connect profile and / or conversation while completing transactions; identifies opportunities for referrals and makes smooth hand offs to partners in the BMO Financial Group of Companies

Provides basic information about potential solutions and their benefit to the customer

Ability to adapt to a changing industry environment, and maintain currency of skill

Works cooperatively and productively with others

At our company, we have
been helping our customers and communities for over 195 years. Working
with us means being part of a team of talented and passionate
individuals with a shared focus on working together to deliver great
customer experiences. We stand behind your success with the support you
need to turn your potential into performance.

To find out more visit our website at



Financial Group is committed to an inclusive, equitable and accessible
workplace. By embracing diversity, we gain strength through our people
and our perspectives.


Retail Branch

Primary Location



P&C Canada Divisions-X000020



Job Posting


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or proceed with Standard Application Form.

Employment Type: Part Time
Location: Alma, QC, CA
Posted on: 2015-07-31
Posted by: