BMO Financial Group Service Representative Intern - Part time 10 hours - Waunakee, WI in Waunakee, Wisconsin


As a high performing team member of BMO Harris Bank, the Service Representative Intern is accountable for delivering superior customer service that defines great customer experience, in performing a variety of basic banking services. The Service Representative Intern is also accountable for referring prospects to Personal Bankers and other banking groups to deliver clarity (simplicity, guidance, and know-how) to our customers.

  • Service Team Performance

  • Superior Customer Service that Defines Great Customer Experience

  • Product Knowledge and Referral Development (Simplicity, Guidance, and Know-How)

  • Risk Management

Service Team Performance

  • Count, sort and package currency and coin quickly and accurately.

  • Balance assigned cash drawer in accordance to Bank directives.

  • Exhibit effective follow through and ownership in every customer interaction.

  • Handling of special services, such as foreign money and collections.

  • Accept and process customer transactions accurately and timely.

Superior Customer Service

  • Provide professional, courteous and friendly customer service, greeting all customers promptly and pleasantly.

  • Ensure name tags and dates are always displayed.

  • Support professional bank image by ensuring care for the branch environment and appearance of the branch as well as personal appearance.

  • Perform other administrative tasks as needed.

  • Attend all branch meetings.

Product Knowledge and Referral Development

  • Identifies customer needs and refers to personal bankers, as appropriate.

  • Seeks guidance to make qualified referrals to partners as appropriate.

  • Meets or exceeds all personal referral goals as defined.

  • Participates in all training relative to bank products and services.

  • Supports bank’s community involvement and participates in community activities as required.

Risk Management

  • Identifies risks associated with regulatory compliance, overdraft authority and bank secrecy act.

  • Adheres to all bank policies, directives and procedures.

  • Ensures all required documentation is completed for all transactions.

  • Ensures all security measures are followed.

  • Manages and adheres to cash drawer limits set by the bank.


Knowledge Required:

  • Must be a high school student, on track to complete their diploma or equivalent.

  • Knowledge Preferred:

  • Cash handling or customer service experience preferred.

  • High school course work in Math, Marketing, Economics, Finance, or other Business courses preferred.


  • Ability to develop customer relationships.

  • Ability to make sound transactional decisions to ensure policies and directives are met.

  • Ability to accurately understand and respond appropriately when interacting with customers, co-workers and management.

  • Ability to take responsibility for personal performance and development. Keyboarding experience a plus.

  • Working Conditions:

  • This role operates within an office environment with minimal exposure to discomfort or risk of ill health.

  • Some working conditions include the need for some heavy lifting, concentration to understand the customer’s questions or expectations and deadline pressures to complete customer transactions.

We’re here to help

At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we’re changing the way people think about a bank.

As a member of the BMO Harris Bank team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at .

BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities.

Job Field:

Retail Branch

Job Schedule:


Primary Location:

United States-Wisconsin-Waunakee