Customer Service Representative – Co-op/Internship
Summer 2024, 4 Months
Posted on 2/22/2024
Bank of Montreal (BMO)

10,001+ employees

Personalized banking and investment solutions provider
Company Overview
BMO stands out for its unwavering commitment to customer service, adapting to the changing financial needs of its clients while maintaining its core identity. With a robust team of over 46,000 professionals, BMO ensures a top-tier banking experience, demonstrating industry leadership. Furthermore, BMO's personalized approach to investment options showcases its competitive advantage in understanding and catering to individual client needs.
Financial Services

Company Stage

IPO

Total Funding

N/A

Founded

1988

Headquarters

Toronto, Canada

Growth & Insights
Headcount

6 month growth

6%

1 year growth

10%

2 year growth

15%
Locations
Quebec City, QC, Canada
Experience Level
Intern
Desired Skills
Sales
Communications
Customer Service
CategoriesNew
Sales & Account Management
Customer Success & Support
Requirements
  • Currently enrolled in an academic program and returning to studies
  • Post-secondary degree or certification in related field of study is desirable
  • High-level knowledge of personal, commercial and partner offers
  • Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications
  • Basic knowledge of specialized sales and business banking solutions
  • Verbal & written communication skills - Basic (in business environment)
  • Organization skills - Basic (in business environment)
  • Collaboration & team skills - Basic (in business environment)
Responsibilities
  • Delivers exceptional service to BMO customers and prospects
  • Identifies customer needs and provides advice and guidance regarding financial solutions
  • Supports customer requests for banking services, including handling transactions
  • Welcomes customers warmly and meets their banking service and transactional needs
  • Reviews customer profiles and engages customers in a needs-based conversation
  • Supports operational activities
  • Manages, loads, and reconciles cash transactions
  • Executes routine tasks within relevant service level agreements
  • Acts as a key member of a collaborative and versatile branch and market team
  • Probes to understand customer personal banking and credit card needs
  • Organizes work information to ensure accuracy and completeness
  • Follows through on risk and compliance processes and policies
  • Keeps current with the wider financial services marketplace, the legal and regulatory environment
  • Maintains current knowledge of personal banking products, practices, and trends
  • Identifies and reports suspicious patterns of activity related to money laundering
  • Complies with legal and regulatory requirements for the jurisdiction
  • Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements
  • Completes standardized tasks under supervision
  • Performs initial problem solving within given rules/limits & escalates when required
Desired Qualifications
  • Passionate commitment to helping customers
  • Resourceful self-starter with courage and confidence to approach customers
  • Strong interpersonal skills, including the ability to build rapport and connections with customers
  • An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges