Customer Service Representative – Co-op/Internship
Summer 2024, 4 Months
Posted on 2/20/2024
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


Total Funding





Toronto, Canada

Growth & Insights

6 month growth


1 year growth


2 year growth

Laval, QC, Canada
Experience Level
Desired Skills
Customer Service
Sales & Account Management
Customer Success & Support
  • Post-secondary degree or certification in a related field of study
  • High-level knowledge of personal, commercial, and partner offers
  • Confident and experienced in the use of social media, tablets, smartphones, online tools, and applications
  • Passionate commitment to helping customers
  • Strong interpersonal skills
  • Verbal and written communication skills
  • Organization and collaboration skills
  • Deliver exceptional service to BMO customers and prospects
  • Identify customer needs and provide advice and guidance regarding financial solutions
  • Work collaboratively within the branch and with BMO partners to deliver the desired customer experience
  • Support customer requests for banking services, including handling transactions and supporting customers who walk into the branch
  • Welcome customers warmly and meet their banking service and transactional needs with seamless execution
  • Review customer profiles and engage customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs
  • Contribute to meeting branch business results and the customer experience
  • Support operational activities such as inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities
  • Manage, load, and reconcile cash transactions between treasury and various branch units
  • Execute routine tasks within relevant service level agreements
  • Act as a key member of a collaborative and versatile branch and market team
  • Probe to understand customer personal banking and credit card needs and integrate marketing promotions and programs into customer conversations to provide strategic advice
  • Organize work information to ensure accuracy and completeness
  • Take the initiative to find creative approaches that make each customer’s experience feel personal
  • Contribute to the ongoing improvement of the overall branch customer experience
  • Follow through on risk and compliance processes and policies to ensure customer asset safeguarding, privacy maintenance, and acting in their best interest
  • Keep current with the wider financial services marketplace, the legal and regulatory environment, and uphold the highest ethical requirements of the industry
  • Maintain current knowledge of personal banking products, practices, and trends and integrate into customer conversations
  • Identify and report suspicious patterns of activity related to money laundering
  • Comply with legal and regulatory requirements for the jurisdiction
  • Protect the Bank's assets in compliance with all regulatory, legal, and ethical requirements
  • Complete standardized tasks under supervision
  • Perform initial problem solving within given rules/limits and escalate when required
Desired Qualifications
  • Basic knowledge of specialized sales and business banking solutions to refer to specialists
  • Resourceful self-starter with courage and confidence to approach customers
  • Readiness to collaborate and work in different capacities as part of a team
  • An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges