Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.Identifies customer needs and initiates referrals to BMO colleagues.Supports customer requests for banking services, including handling transactions and supporting customers who walk into the branch.Welcomes customers warmly and meets their banking service and transactional needs with seamless execution.Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.Contributes to meeting branch business results and the customer experience.Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).Executes routine tasks (e.g. service requests, transactions, queries, etc.) 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 and integrates marketing promotions and programs into customer conversations to provide strategic advice.Organizes work information to ensure accuracy and completeness.

Resourceful self-starter with courage and confidence to approach customers.Readiness to collaborate and work in different capacities as part of a team.Strong interpersonal skills, including the ability to build rapport and connections with customers.

No prior experience necessary; post-secondary degree or certification in related field of study is desirable.High-level knowledge of personal, commercial and partner offers, and how each can best serve customers individual needs.