BMO · 1 hour ago
Customer Service Representative
Carpentersville, IL
Part-time
Onsite
Entry, Mid, Senior Level
$58K/yr - $106K/yrBMO is on an exciting journey to build a digitally-enabled, future-ready bank focused on providing exceptional customer service. The Licensed Senior Premier Relationship Manager will serve as the primary client contact, uncovering financial needs and providing tailored solutions while collaborating with internal partners to enhance the customer experience.
BankingCrowdfundingFinanceFinancial Services
Responsibilities
Identifies customer needs and initiates referrals to BMO colleagues
Supports customer requests for banking services, including handling transactions and customer inquiries
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
Escalates complex or unresolved customer situations to managers as required
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
Takes the initiative to find creative approaches that make each customer’s experience feel personal
Looks for ways to contribute to the ongoing improvement of the overall customer experience
Contributes to business results and the overall experience delivered
May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts
Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest
Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations
Identifies and reports suspicious patterns of activity that are suspected to be 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
Broader work or accountabilities may be assigned as needed
Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations
Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies
Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience
Uses a consultative sales process to develop strong customer relationships, acts as client’s trusted advisor and primary point of contact
Proactively works with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities
Makes key recommendations on products, pricing, and services; links customer to business partner experts based on key financial decisions
Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition
Proactively works with branch business partners to identify existing customers that meet the target profile and create a calling plan
Review credit applications to ensure sound credit granting principles; recommends remedies to maintain acceptable asset and credit quality
Executes quality customer review meetings for retention and relationship expansion purposes
Actively participates in the community to identify prospects through relationship building efforts and identify centres of influence (e.g. law and accounting firms) and two-way referral relationships
Provides individual and group training to mentor and coach branch personnel to enhance their knowledge and skills around the mass affluent client
Educates clients about available digital options for conducting banking transactions and provides guidance in the use of digital and self-serve technologies
Liaises between clients and various departments across the organization to provide product support as well as diagnose and solve problems within given rules
Follows security and safeguarding procedures and applies due diligence in accordance with Bank’s policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation
Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures
Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity
Monitors individual exception reports and takes action to remove exceptions
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders
Executes work to deliver timely, accurate, and efficient service
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus
Exercises judgment to identify, diagnose, and solve problems within given rules
Works independently on a range of complex tasks, which may include unique situations
Broader work or accountabilities may be assigned as needed
Qualification
Required
This is a licensed position requiring the SIE, Series 6, 63, Life and Health
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
Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications
Highly skilled at helping people who don't find digital applications intuitive to gain confidence in how to use them and to understand their benefits
Projects a professional presence
Basic knowledge of specialized sales and business banking solutions to refer to specialists
Passionate commitment to helping customers
A focus on delivering a personal experience to customers
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
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges
Basic knowledge learned on the job
Verbal & written communication skills - Basic (in business environment)
Organization skills - Basic (in business environment)
Collaboration & team skills - Basic (in business environment)
Typically, between 4 - 6 years of relevant experience; post-secondary degree in related field of study preferred, not required
7+ years of experience in a financial services organization with knowledge of banking products, services, pricing, and profitability
Required: SIE Exam, Series 6, Series 63, Life & Health licenses (if licenses not currently held, required within six months of role start date)
Advanced understanding of deposit, loan (including mortgage) and banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards, supporting processes, applicable legal and regulatory requirements, and Bank policies
Excellent understanding of brokerage and insurance products
Excellent knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning – required
Excellent understanding of personal trust and investment management – required
In-depth knowledge of client portfolio management
Technical proficiency gained through education and/or business experience
Verbal & written communication skills - In-depth
Collaboration & team skills - In-depth
Analytical and problem-solving skills - In-depth
Influence skills - In-depth
Data driven decision making - In-depth
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO
We’re a bank, but there’s more to it than that. When you join BMO, it opens a world of opportunities.
Founded in 1817
10001+ employees
H1B Sponsorship
BMO has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (2)
2023 (6)
2022 (4)
2021 (2)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
$7.54B2025-10-23Post Ipo Debt· $142.91M
2025-02-26Post Ipo Debt· $871.76M
2024-07-09Post Ipo Debt· $750M
Leadership Team
David Casper
U.S. Chief Executive Officer
Azam Dawood
Head Of Sourcing
Recent News
2026-01-20
MarketScreener
2026-01-06
Company data provided by crunchbase