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Added 54 mins ago
Technical Program Manager (Capital market) With Treasury Management experience With Payments and deposit
VySystems
Toronto, ON
Full-time
Experience: 8+ years in Technology Program Management with strong Banking, FinTech, Payments, or Financial Services experience. Cash Management, or Treasury Management experience
Added 54 mins ago
VP, Counterparty Credit Risk / XVA Quant
BMO Capital Markets
Toronto, ON
Full-time
BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to…
Added 55 mins ago
Senior Treasury Asset and Liability Management Analyst
TD
Toronto, ON
Full-time
Join Treasury’s Asset and Liability Management team and help conduct and enhance reporting processes, control frameworks, forecasts and analytics related to the Bank’s balance sheet. You…
Added 1 hour ago
Manager, US Capital Markets Finance
BMO
Toronto, ON · FCP
Full-time
Identifies emerging issues and trends to inform decision-making e.g., economics, treasury, competitor information.
Added 1 hour ago
VP, Counterparty Credit Risk / XVA Quant
BMO
Toronto, ON · FCP
Full-time
BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to…
Added 2 hours ago
Commercial Analyst - CMHC Multi-Unit Residential
Meridian Credit Union
Barrie, ON · London, ON · St. Catharines, ON · Toronto, ON · Etobicoke, ON
$52,000 to $75,000 CAD / year
Full-time
Demonstrating an ongoing willingness to assume higher degrees of accountability and responsibility, leading to assumption of a position as a Relationship Manager
Added 2 hours ago
Recruiter V
Robertson & Company Ltd.
Toronto, ON
Contract
…corporate, wealth management, private clients, commercial banking, treasury, and retail…
Added 5 hours ago
Senior banking advisor
National Bank of Canada
AB · Edmonton, AB
Full-time
This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and other areas.
Added 5 hours ago
BANKING ADVISOR
National Bank of Canada
Trois-Rivières, QC · Greater Trois-Rivieres Metropolitan Area
Full-time
…depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and…
Added 5 hours ago
Treasury Manager
National Bank of Canada
Coquitlam, BC
Full-time
A career as a Treasury Manager at National Bank means acting as a treasury product specialist and trusted advisor for Commercial Banking clients.
Added 5 hours ago
Banking advisor
National Bank of Canada
Markham, ON
Full-time
…depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and…
Added 6 hours ago
Associate, Corporate Banking
BMO Capital Markets
Laval, QC
Full-time
BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to…
Added 6 hours ago
Associate, Corporate Banking
BMO Capital Markets
Montreal, QC
Full-time
BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to…
Added 12 hours ago
Senior Manager, External Reporting - 14 month contract
Nutrien
Saskatoon, SK
Full-time
Reporting to the Director, External Reporting, the full-time position for a Senior Manager External Reporting is responsible for supervising the external financial reporting in accordance…
Added 12 hours ago
Senior Manager, External Reporting - 14 month contract
Nutrien
Calgary, AB
Full-time
Reporting to the Director, External Reporting, the full-time position for a Senior Manager External Reporting is responsible for supervising the external financial reporting in accordance…
Added 16 hours ago
Treasury Deposit Analytics Manager
CIBC Mellon
Toronto, ON · Greater Toronto Area, Canada
Full-time
Reporting to the Director, Treasury Deposit Analytics, the Treasury Deposit Analytics Manager supports deposit-focused analytics, reporting, forecasting, and financial modelling for…
Added 16 hours ago
Executive Director, Public Accounts
Government of Manitoba
Winnipeg, MB
Full-time
Office of the Provincial Comptroller, Treasury Board Secretariat
Added 18 hours ago
Manager, Financial Accounting Advisory Services - FSO - Banking/Insurance/WAM
EY
Toronto, ON
As a FAAS FSO Manager, you will actively establish, maintain and strengthen internal and external relationships. You will help to develop and expand long-term client relationships and…
Added 18 hours ago
Tax Manager
CI Financial
Toronto, ON
Full-time
Reporting to the VP Tax, The Tax Manager will be responsible for Canadian corporate income tax compliance, tax accounting, and commodity tax matters for a complex corporate and/or financial…
Added 18 hours ago
Senior Credit Officer, Director - Financial Institutions
BMO
Toronto, ON · FCP
Full-time
Partner with Capital Markets, Treasury, Legal, Compliance, and Risk teams to address complex credit matters.
Added 19 hours ago
Program Manager
Envision Technology Solutions
Toronto, ON
Full-time
Job Title: Technical Program Manager / Technical Program Lead
Added 19 hours ago
Senior DevOps Engineer
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Toronto, ON
$200,000 to $300,000 CAD / year
Full-time
…regulated financial institution - following approval from Alberta Treasury Board and Finance. It's live on Base, Ethereum, and Tempo today, with Solana next. CoinDesk and BNN Bloomberg…
Added 19 hours ago
Financial Operations Assistant
Athabasca University
Athabasca, AB
$45,544.85 to $60,354.3 USD / year
Full-time
…functions which include Accounts Receivable, Accounts Payable, and Treasury. The incumbent will be responsible for the effective and efficient processing of the University's Accounts…
Added 19 hours ago
Senior Manager - Finance (12-month Contract)
Scotiabank
Toronto, ON
The Senior Manager will be a shared resource within Planning & Forecasting team, supporting three key teams within the group. This role is responsible for delivering accurate, comprehensive…
Added 20 hours ago
Project Manager
Robertson & Company Ltd.
Aurora, ON
Contract
…corporate, wealth management, private clients, commercial banking, treasury, and retail…

BMO

Customer Service Representative

Montreal, QC, Canada

Pay: $35,500.00 - $55,000.00
Job type: Part-time
Apply by: Sep 27, 2026
Posting language: English
Posted: Sep 24, 2026

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Original job description

Application Deadline:

09/26/2026

Address:

5651 avenue Verdun

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

Serve customers at a BMO branch by handling banking transactions and inquiries, identifying financial needs, and providing guidance on banking products and digital services. Support branch operations, refer customers to specialists, contribute to business and customer experience goals, and follow risk, privacy, and regulatory requirements.

Requirements

No prior experience is necessary; a post-secondary degree or certification in a related field is desirable. Candidates should demonstrate customer focus, interpersonal and communication skills, digital confidence, basic knowledge of banking products, and the ability to collaborate, solve problems, and adapt to customer needs.

Skills

Customer Service
Personal Banking
Banking Transactions
Needs-Based Sales
Customer Relationship Building
Financial Product Guidance
Digital Banking Support
Credit Card Needs Assessment
Referrals
Cash Handling and Reconciliation
Risk Management
Regulatory Compliance
Anti-Money Laundering Awareness
Problem Solving
Communication
Team Collaboration

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 Service
Personal Banking
Banking Transactions
Customer Inquiries
Financial Solutions
Needs-Based Conversations
Credit Cards
Digital Banking
Self-Service Banking
Customer Referrals
Branch Operations
Cash Management
Cash Reconciliation
Inventory Management
Service Level Agreements
Risk Management Framework
Risk Appetite
Regulatory Compliance
Anti-Money Laundering
Customer Privacy
Financial Services
Sales and Service
Customer Experience
Social Media
Tablets
Smartphones
Online Tools
Problem Solving
Team Collaboration

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