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Added 46 mins ago
Fraud Customer Success Manager
Equifax
Toronto, ON · CAN - Ontario - Toronto
Full-time
Intermediate/expert knowledge of credit adjudication processing, policies and best practices.
Added 1 hour ago
Banking Advisor
National Bank of Canada
Markham, ON
Full-time
…availability. This position reports to the Customer service Branch Manager or the Branch Manager. Every day, you will work with a team of a experts specialized in investment, credit,…
Added 1 hour ago
Accounting Manager
Vaco by Highspring
Toronto, ON
$110,000 to $130,000 CAD / year
Full-time
Our client is a leader in Canadian real estate, having several divisions and associations. They are looking for a Manager of Accounting (Land Development) who will be responsible for…
Added 1 hour ago
Deals - Tax Real Estate | Senior Manager
Pwc UK
London, ON
Full-time
We are looking for an individual to join our Real Assets & Credit tax team as a Senior Manager in the Real Estate team.
Added 2 hours ago
Gestionnaire SSE – Projets d’infrastructures électriques/ HSE Manager – Power Infrastructure Projects
Hitachi Energy
Montreal, QC
Full-time
…vérifications criminelles approfondies, des vérifications de crédit (lorsque la loi le permet), des contrôles de sanctions ou d’autres mesures de diligence raisonnable adaptées aux…
Added 2 hours ago
IMA Project Manager
Software Guidance & Assistance, Inc. (SGA, Inc.)
Mississauga, ON
Full-time
Working knowledge of Markets business, products, regulatory capital and Market Risk (VaR) or Credit risk
Added 2 hours ago
Deals - Tax Real Estate | Senior Manager
PwC UK
London, ON
Full-time
We are looking for an individual to join our Real Assets & Credit tax team as a Senior Manager in the Real Estate team.
Added 2 hours ago
Directeur principal, Développement des affaires, Croissance du réseau et partenariats stratégiques / Senior Director, Business Development, Network Growth and Strategic Partnerships
McKesson
Montreal, QC
Full-time
Added 3 hours ago
ACCOUNT MANAGER - Entrepreneurship Centre (EC)
BDC
Peterborough, ON
Full-time
Structure, negotiate, and present financing proposals while exercising sound credit judgment and risk assessment.
Added 4 hours ago
Director, Capital Markets & Investor Relations
AW Capital
Tsuu T'Ina Nation 145, AB · Calgary, Alberta
Full-time
Alta West Mortgage Capital Corporation (Alta West Capital) is a leading Canadian alternative mortgage lender, asset manager, and Exempt Market Dealer focused on delivering attractive…
Added 4 hours ago
Functional Lead, Portfolio Management
TC Energy
Calgary, AB
Full-time
Reporting to the Manager, Portfolio Enablement - Canada, this position serves as the Functional Lead for the Portfolio Enablement team and is responsible for advancing portfolio management…
Added 4 hours ago
Planner/Scheduler
Worley
AB · Alberta, Canada
Full-time
…time analysis to the Construction Management Team and Project Manager and will inform them of potential delays and/or opportunities in an expeditious fashion. Able to perform and excel in a…
Added 4 hours ago
Planner/Scheduler
Worley
AB · Edmonton, AB
Full-time
…time analysis to the Construction Management Team and Project Manager and will inform them of potential delays and/or opportunities in an expeditious fashion. Able to perform and excel in a…
Added 4 hours ago
Gestionnaire SSE – Projets d’infrastructures électriques/ HSE Manager – Power Infrastructure Projects
Hitachi
Montreal, QC · (HE)Office_QC, Saint-Laurent
Full-time
…vérifications criminelles approfondies, des vérifications de crédit (lorsque la loi le permet), des contrôles de sanctions ou d’autres mesures de diligence raisonnable adaptées aux…
Added 5 hours ago
Gestionnaire SSE – Projets d’infrastructures électriques/ HSE Manager – Power Infrastructure Projects
Hitachi Energy
Montreal, QC · Saint-Laurent, QC
Full-time
…vérifications criminelles approfondies, des vérifications de crédit (lorsque la loi le permet), des contrôles de sanctions ou d’autres mesures de diligence raisonnable adaptées aux…
Added 5 hours ago
IMA Project Manager
TSR Consulting
Mississauga, ON
Contract
We are seeking an IMA Project Manager to join our dynamic team. The ideal candidate will have strong experience in Capital Markets transformation and Market Risk, including IMA components,…
Added 5 hours ago
Deals - Tax Real Estate | Senior Manager
PwC UK
London, ON
Full-time
We are looking for an individual to join our Real Assets & Credit tax team as a Senior Manager in the Real Estate team.
Added 5 hours ago
Technical Project Manager
Themesoft Inc.
Toronto, ON
Contract
Position: Technical Project Manager with Banking experience
Added 6 hours ago
Project Manager – Finance Transformation
Robertson & Company Ltd.
Toronto, ON
Contract
Project Manager – Finance Transformation (Oracle ERP)
Added 6 hours ago
Manager Credit Risk Management (Full Time 12 Month Contract)
IG Wealth Management
MB · Manitoba, Canada
Full-time
Review and assess complex credit applications, policy exception requests, and escalated matters, providing sound recommendations and risk-based decision support.
Added 6 hours ago
Senior Development Coordinator, Western Canada
Choice Properties
Vancouver, BC
Full-time
Identify and ensure appropriate arrangements are made for posting of all securities, letters of credit etc. and assume responsibility for monitoring and release of letters of credit.
Added 6 hours ago
Project Manager - Real Estate
McKesson
Mississauga, ON
Full-time
McKesson is seeking a Project Manager - Real Estate to lead the delivery of midsize projects spanning cybersecurity, workplace technology, and AV deployments. This role combines technical…
Added 6 hours ago
Lead Compliance & Operational Risk Officer, Vice President
Wells Fargo
Toronto, ON
Full-time
This role is based in Canada and will report functionally to the International Legal Entity Compliance & Operational Risk - Program, Governance and Reporting Senior Manager.
Added 9 hours ago
Water Project Manager, Engineering
City of St. Louis Office on the Disabled
Water Valley, AB
Full-time
Job Description - Water Project Manager, Engineering (2600004G)
Added 10 hours ago
Recoveries Officer- EN
RBC
Montreal, QC
Full-time
…balances on Personal Loans and Card Products, utilizing RBC Credit Management & Recoveries methodologies. Analyze all client information available and to assess the maximum recovery…

BMO

Customer Service Rep

Oak Bay, BC, Canada
Victoria, BC, Canada

Pay: $35,500.00 - $55,000.00
Job type: Part-time
Apply by: Oct 9, 2026
Posting language: English
Posted: Sep 28, 2026

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Original job description

Application Deadline:

10/08/2026

Address:

2219 Oak Bay Avenue

Job Family Group:

Retail Banking Sales & Service

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 through various channels 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 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.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

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).

Salary:

$35,500.00 - $55,000.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO 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 https://jobs.bmo.com/ca/en.

BMO 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. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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More about this job

Responsibilities

The Customer Service Representative delivers exceptional service by identifying customer financial needs and providing guidance on banking solutions. They also support operational activities, manage cash transactions, and collaborate with branch partners to achieve business objectives.

Requirements

No prior experience is necessary, though a post-secondary degree or certification is desirable. Candidates must possess strong interpersonal skills, digital literacy, and a commitment to providing a personal customer experience.

Skills

Customer service
Financial solutions
Cash management
Needs-based conversation
Digital literacy
Problem solving
Interpersonal skills
Communication
Organization
Collaboration
Risk management
Regulatory compliance
Sales
Transaction processing

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses

Visa sponsorship

Not detected in the job text

Keywords

Retail Banking
Customer Experience
Financial Services
Cash Reconciliation
Risk Management
Compliance
Digital Banking
Sales
Inventory Management
Money Laundering Reporting
Banking Products
Credit Cards
Personal Banking
Regulatory Environment
Branch Operations

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