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Added 2 hours ago
T
Personal Banking Associate Trainee
TD
Winnipeg, MB
- Full-time
…We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial queries and banking needs,…
Added 3 hours ago
T
PIA Client Service Associate
TD
Kamloops, BC
- 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 3 hours ago
T
Personal Banking Associate Trainee
TD
Winnipeg, MB
- Full-time
…We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial queries and banking needs,…
Added 3 hours ago
B
Mortgage Specialist
BMO
Fort St. John, BC
- Full-time
Actively searches for cross-sell and up-sell opportunities for positioning to the branch to achieve individual sales and profitability goals.
Added 3 hours ago
Y
Program Supervisor
YBC
Vancouver, BC
- Full-time
The Program Supervisor is responsible for the delivery of high-quality Group Fitness & Child and Youth Services at the branch, along with recreation programs such as leagues,…
Added 3 hours ago
CB
Marketing & Communications Specialist
Canadian Bar Association of BC
Calgary, AB
- $65,000 to $75,000 CAD / year
- Full-time
Reporting to the Manager, Marketing & Communications, this role leads the planning and delivery of marketing initiatives for the Canadian Bar Association, Alberta Branch (CBA Alberta),…
Added 4 hours ago
BC
Project Manager
BELFOR CANADA INC.
Hamilton, ON
- $75,000 CAD / year
- Full-time
Reporting to the General Manager, the Project Manager is the main generator of revenue for the branch. This position’s primary responsibility is to manage and oversee all emergency and…
Added 4 hours ago
UG
Supervisor, Shelter (Permanent, Full-Time)
Union Gospel Mission (Vancouver)
Vancouver, BC
- Full-time
This position will be responsible for the specific operations and oversight of the Shelter Team. With the Manager, you will develop and maintain a healthy culture within the Shelter &…
Added 4 hours ago
CM
Sport & Exercise Medicine Physician
Changepain Medical & Allied Health Clinic
Burnaby, BC
- Contract
Version / review cycle: v1.0 - reviewed annually by Medical Director & Operations Manager
Added 5 hours ago
HS
Warehouse Associate
Hercules SLR
NS · Dartmouth, NS
- Full-time
Ensure customer orders and branch transfers are accurate, securely packaged, and ready for shipment.
Added 5 hours ago
BB
Project Coordinator
Bosch Building Technologies North America
Toronto, ON
- Full-time
…The primary objective of this role is to support the Project Manager in delivering high-quality project results as efficiently as possible. May be requested to lead and manage smaller…
Added 6 hours ago
A
Personal Banking Officer
Altis
Toronto, ON
- $53,000 to $67,000 CAD / year
- Full-time
You’ll work closely with members, branch colleagues and internal partners to grow relationships and identify new opportunities. This is an excellent fit for someone who enjoys proactive…
Added 6 hours ago
T
Customer Experience Associate
TD
Toronto, ON
- Part-time
…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 6 hours ago
DW
Regional Sales Manager
Durabuilt Windows & Doors
Winnipeg, MB
- Full-time
…and strategic sales leader to take the helm of our Winnipeg branch. As the Branch Sales Leader, you will oversee day-to-day operations and lead a dedicated team of 8–10 direct reports. You…
Added 7 hours ago
CC
Operations Manager (Flooring, Construction)
CentiMark Corporation
ON · Ontario, Canada
- Full-time
…2020! QuestMark is hiring an industry-experienced Operations Manager to supervise, coordinate and ensure the timely installation and completion of flooring projects. This position will also…
Added 7 hours ago
SM
Sales Manager
Swish Maintenance Limited
Delta, BC
- Full-time
The Sales Manager is responsible for leading the branch’s sales and customer service functions, driving revenue growth across new and existing accounts, and executing the company’s…
Added 7 hours ago
T
Customer Experience Associate
TD
Toronto, ON
- Part-time
…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 7 hours ago
T
Customer Experience Associate
TD
Toronto, ON
- Full-time
…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 7 hours ago
FB
Branch Manager
Fairstone Bank
Cranbrook, BC
- Full-time
Join Fairstone as a Branch manager for our Cranbrook, British Columbia branch and be part of our talented and growing team!
Added 8 hours ago
BI
Licensed Insurance Advisor
BMO Insurance
ON · Ontario, Canada
- Full-time
Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled.
Added 8 hours ago
BI
Licensed Insurance Advisor
BMO Insurance
BC · British Columbia, Canada
- Full-time
Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled.
Added 8 hours ago
BI
Licensed Insurance Advisor
BMO Insurance
AB · Alberta, Canada
- Full-time
Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled.
Added 8 hours ago
TL
Branch Sales Manager
TruGreen LawnCare
Barrie, ON
- Full-time
Assists manager – lawncare branch – in developing annual budget and reforecast.
Added 8 hours ago
Director, Child Intervention
Government of Alberta
Bonnyville, AB
Classification: Senior Manager Zone 2 / (M42Z2)
Added 8 hours ago
SC
Universal Financial Associate - Blackfalds
Servus Credit Union
Blackfalds, AB
- 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…

BMO

Customer Service Representative

Kelowna, BC, Canada

$35,500.00 - $50,500.00 · Part-time

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Job details

Pay: $35,500.00 - $50,500.00
Job type: Part-time
Apply by: Oct 16, 2026
Posting language: English
Posted: Oct 5, 2026

Original job description

Application Deadline:

10/15/2026

Address:

3155 Lakeshore Road, Unit 16

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 Customer Service Representative delivers exceptional service by identifying customer needs and providing financial advice and guidance. They also handle daily banking transactions, manage cash, and support operational activities to ensure branch business objectives are met.

Requirements

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

Skills

Customer service
Financial solutions
Cash management
Needs-based selling
Digital literacy
Interpersonal skills
Problem solving
Communication
Risk management
Compliance
Team collaboration
Organization skills
Banking transactions
Referral initiation

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
Compliance
Risk Management
Digital Banking
Credit Cards
Personal Banking
Inventory Management
Referrals
Regulatory Requirements
Money Laundering Reporting
Sales
Branch Operations

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