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Added 8 mins ago
Director, Assisted Channels Platform Strategy, Resiliency & Organizational Change Management
BMO
Toronto, ON · BMOPLACE
Full-time
…serve customers. Working across Business, Technology, Product, Operations and Risk teams, the Director will turn employee, customer and performance insights into clear priorities, roadmaps…
Added 22 mins ago
Business Development Manager
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QC · Laprairie, QC
Full-time
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Added 23 mins ago
Universal Financial Associate - Hanna
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Full-time
Reporting to the Branch Manager, our Universal Financial Associate plays an integral role in the branch by supporting our members with all their banking needs. As a Universal Financial…
Added 35 mins ago
Branch Manager
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Regina, SK
Full-time
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Added 38 mins ago
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Full-time
Assist the Branch Manager with monthly Health & Safety audits
Added 53 mins ago
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Added 53 mins ago
Personal Banking Associate Trainee
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Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence
Added 1 hour ago
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Added 1 hour ago
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…assignments. You may also correspond with clients and other branch staff. In this frontline role, your first impressions will leave lasting results on our business and customer…
Added 1 hour ago
Personal Banking Associate
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Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence
Added 1 hour ago
Customer Experience Associate
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…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 1 hour ago
PIA Client Service Associate
TD
London, ON
Full-time
…assignments. You may also correspond with clients and other branch staff. In this frontline role, your first impressions will leave lasting results on our business and customer…
Added 1 hour ago
Personal Banking Associate
TD
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Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence
Added 1 hour ago
Personal Banking Associate
TD
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Full-time
Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence
Added 1 hour ago
Personal Banking Associate (Part-Time) - Mandarin and/or Cantonese
TD
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Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence
Added 1 hour ago
Business Process Transformation & Analytics, Senior Manager
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Full-time
We are seeking a senior technology and transformation manager to drive business process transformation, analytics, and end-user computing (EUC/EUCC) modernization across a complex banking…
Added 1 hour ago
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Full-time
Must be willing to complete the Branch Manager’s Course Examination and satisfy the experience required to become registered as a mutual fund branch manager with the appropriate provincial…
Added 1 hour ago
Business Development Partner
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Full-time
Must complete the Branch Manager’s Course Examination and satisfy the experience required to become registered as a mutual fund branch manager with the appropriate provincial securities…
Added 2 hours ago
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Support branch operations, including on‑call clinician access as required
Added 2 hours ago
Communications & Brand Manager
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$110,000 to $130,000 CAD / year
Full-time
Flynn is seeking a strategic and creative Communications & Brand Manager to lead internal communications, employee engagement, and brand initiatives across North America. This role will…
Added 2 hours ago
Business Process Transformation & Analytics, Senior Manager
MUFG
Toronto, ON
Full-time
We are seeking a senior technology and transformation manager to drive business process transformation, analytics, and end-user computing (EUC/EUCC) modernization across a complex banking…
Added 2 hours ago
Pre-Planning Director
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Full-time
Reporting to the Branch Manager, you will be responsible for promoting and providing funeral and cemetery pre-planning by contacting and meeting clients to pre-arrange their funerals and…
Added 3 hours ago
Senior Branch Operations Administrator, Nesbitt Burns
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Acts as a designee for the branch manager on compliance objectives within the branch.

BMO

Customer Service Representative

Invermere, BC, Canada

Pay: $35,500.00 - $50,500.00
Job type: Part-time
Apply by: Oct 19, 2026
Posting language: English
Posted: Sep 24, 2026

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Original job description

Application Deadline:

10/18/2026

Address:

1241 7th 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 - $50,500.00

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 representative delivers exceptional service by identifying customer financial needs and providing guidance on banking solutions. They also manage operational activities, including cash transactions and supporting branch business objectives.

Requirements

No prior experience is necessary, though a post-secondary degree or certification is desirable. Candidates should possess strong interpersonal skills and a high level of comfort with digital tools and applications.

Skills

Customer service
Financial solutions
Cash management
Needs-based selling
Digital literacy
Problem solving
Interpersonal skills
Communication
Organization
Collaboration
Risk management
Compliance
Banking operations
Referral management
Relationship building

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Customer Service
Retail Banking
Financial Solutions
Cash Reconciliation
Risk Management
Compliance
Digital Banking
Sales
Referrals
Inventory Management
Operational Support
Banking Products
Credit Cards
Money Laundering Reporting
Regulatory Requirements
Relationship Management
Problem Solving
Communication Skills
Team Collaboration
Professional Presence

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