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Added 1 hour ago
SB
Branch Coverage Representative
Stanley Black & Decker, Inc.
Mississauga, ON · Waterloo, ON
- Full-time
As a Branch Coverage Representative, you will be part of a dedicated team based in Kitchener, Waterloo, Guelph, or West GTA, Ontario and reporting to the Manager, IC National Accounts. This…
Added 1 hour ago
S
Représentant(e) du support aux ventes à la clientèle / Customer Sales Support Representative
Sandvik
Sudbury, ON · Val-d'Or, QC · Val Dor
- Full-time
Comprendre les besoins des clients et les communiquer aux autres services;
Added 1 hour ago
N
Director, Engineering
NielsenIQ
Toronto, ON
- $150,000 to $176,000 CAD / year
- Full-time
Guide the design, modernization, and operation of large-scale distributed systems, cloud-native services, APIs, and data-intensive product platforms.
Added 1 hour ago
PL
Assistant House Manager
People's Light
AB
- Part-time
…from populations historically underrepresented in the theatre field are strongly encouraged to…
Added 2 hours ago
AI
BUSINESS AND HUMAN RIGHTS LEGAL ADVISOR AND RESEARCHER (4235)
Amnesty International
Legal, AB
- Full-time
Carry out investigative research (both desk and field research) into legal breaches, including the commission of crimes, as well as human right abuses, by corporate actors; carry out…
Added 4 hours ago
IW
Product Specialist, Investment Products - Winnipeg, Toronto
IG Wealth Management
MB · Manitoba, Canada
- Full-time
1-3 years of experience in financial services, wealth management, asset management, investment products, operations or a related field.
Added 4 hours ago
H
Social Worker Degree
HealthCareersInSask.ca
Estevan, SK
- Full-time
Department: Mental Health Community Clinics&Programs - Adult Clinical Services
Added 4 hours ago
H
Nurse B - Registered Nurse
HealthCareersInSask.ca
Swift Current, SK
- Part-time
…assist in developing, delivering and evaluating educational in-services/activities/programs/workshops. They will promote a culture in which educational learning is valued, evidence and best…
Added 4 hours ago
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Nurse B - Public Health Nurse
HealthCareersInSask.ca
Humboldt, SK
- Full-time
Job Description: The Public Health Nurse (PHN), as an integral member of the Public Health Services team, provides nursing services within the framework of the Population Health Promotion…
Added 4 hours ago
Community Program Builder
HealthCareersInSask.ca
Rosetown, SK
…Authority (SHA) is committed to providing coordinated quality services that are seamless, safe and…
Added 4 hours ago
H
Community Program Builder
HealthCareersInSask.ca
SK · SK, Canada
- Full-time
…Authority (SHA) is committed to providing coordinated quality services that are seamless, safe and…
Added 5 hours ago
OP
Guest Experience Representative
Oxford Properties Group
Calgary, AB
- Part-time
We are currently looking for a highly motivated Seasonal Guest Services Representative to join our team at Southcentre in Calgary.
Added 6 hours ago
CI
System Administrator - 6 month Contract
Compugen Inc
Vancouver, BC
- Contract
Comfortable in multi-site environments (onsite + field support)
Added 6 hours ago
MU
Laboratory Technician
McGill University
Brown Student Serv.
- Full-time
The Student Wellness Hub provides a range of health services to McGill students with a focus on awareness, prevention, and early intervention. The Student Wellness Hub has a variety of…
Added 6 hours ago
D
Personal Finance Advisor
Desjardins
Rimouski, QC · Caisse Desjardins de Rimouski
- Full-time
Stay up-to-date on the financial services industry, market trends and best practices in your field
Added 6 hours ago
Gestionnaire des opérations éoliennes - Dégélis, QC
Vestas
Dégelis, QC
2 à 3 ans d’expérience en gestion dans un domaine de services connexe
Added 6 hours ago
C
Quality Assurance Associate
Catalent
Strathroy-Caradoc, ON · Strathroy, Ontario
- Full-time
Act as QA representative on shift for decision-making and issue resolution, escalating serious issues as required.
Added 7 hours ago
PM
Customer Sales Representative | Kingston, ON
Puulse Marketing
Kingston, ON
- Full-time
Puulse partners with leading brands like Bell Canada to bring their services directly to customers. On a typical day, you meet your team for a huddle at the office, where you review the…
Added 7 hours ago
PM
Customer Sales Representative | North York, ON
Puulse Marketing
Toronto, ON
- Full-time
Puulse Marketing partners with Bell Canada to provide Internet, TV, and Mobile services. We're expanding our sales team and looking for motivated individuals who want to build real sales…
Added 7 hours ago
PM
Customer Sales Representative | Ottawa, ON
Puulse Marketing
Ottawa, ON
- Full-time
Puulse partners with leading brands like Bell Canada to bring their services directly to customers. On a typical day, you meet your team for a huddle at the office, where you review the…
Added 7 hours ago
PM
Customer Sales Representative | Sault St. Marie, ON
Puulse Marketing
Sault Ste. Marie, ON
- Full-time
Puulse partners with leading brands like Bell Canada to bring their services directly to customers. On a typical day, you meet your team for a huddle at the office, where you review the…
Added 7 hours ago
PM
Customer Sales Representative | Sudbury, ON
Puulse Marketing
Sudbury, ON
- Full-time
Puulse partners with leading brands like Bell Canada to bring their services directly to customers. On a typical day, you meet your team for a huddle at the office, where you review the…
Added 7 hours ago
PM
Customer Sales Representative | Winnipeg, ON
Puulse Marketing
Winnipeg, MB
- Full-time
Puulse partners with leading brands like Bell Canada to bring their services directly to customers. On a typical day, you meet your team for a huddle at the office, where you review the…
Added 7 hours ago
PM
Direct Sales Representative | Kingston, ON
Puulse Marketing
Kingston, ON
- Full-time
Puulse partners with leading brands like Bell Canada to bring their services directly to customers. On a typical day, you meet your team for a huddle at the office, where you review the…
Added 7 hours ago
PM
Direct Sales Representative | Ottawa, ON
Puulse Marketing
Ottawa, ON
- Full-time
Puulse partners with leading brands like Bell Canada to bring their services directly to customers. On a typical day, you meet your team for a huddle at the office, where you review the…

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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