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Added 27 mins ago
T
North America Regulatory Consultant
Trulioo
Vancouver, BC
- Full-time
Reporting to the Senior Manager, Enterprise Risk, the North America Regulatory Consultant will be responsible for serving as a subject matter expert on U.S. and Canadian regulatory…
Added 28 mins ago
Manager - FX & Commodities, Middle Office (GWO)
Scotiabank
Toronto, ON
As the Manager, FX & Commodities Middle Office, you will play a key role in supporting FX and Commodities businesses across Global Banking & Markets. You will lead and support day-to-day…
Added 57 mins ago
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Production & Technical Manager
Puratos
Mississauga, ON
- Full-time
At Puratos, we create innovative food solutions for the health and well-being of people everywhere. As the global leader in bakery, patisserie and chocolate ingredients headquartered in…
Added 1 hour ago
HR
Senior Quantity Surveyor - Ontario Line Project
Hitachi Rail
Toronto, ON
- Full-time
…transformation and technology. From the multi-cultural strength of our global organisation to the sustainable and innovative ways we work to bring people together, there’s something for…
Added 1 hour ago
WB
Creative Operations & Governance Manager | Health & Wellness Space | Hybrid in North York | $70-88k + Bonus
White Bay
Toronto, ON · North York, ON
- Full-time
The Creative Operations & Governance Manager will help build and scale an international Creative Services operating model, establishing the workflows, governance, tools and decision-making…
Added 1 hour ago
SK
Manager Tax Compliance FATCA & CRS
Sokoni Kwetu
London, ON
- Contract
…social skills of successful candidates.Our client is the asset management of an international Swiss bank in Zurich. We are looking for a tax professional (m, f, d) asYour Tasks:Responsible…
Added 1 hour ago
Construction Manager, Pipeline, Pacific Link (Contract)
Trans Mountain
Calgary, AB
…constructability reviews, project execution strategies, contractor management, and risk assessment for large-scale pipeline and infrastructure projects. This position offers the opportunity…
Added 1 hour ago
Manager, Project Controls, Technical Services, Pacific Link
Trans Mountain
Calgary, AB
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Added 1 hour ago
Accounting Officer (GWO)
Scotiabank
Toronto, ON
Operational Effectiveness/Improvement - Foster an environment that promotes quick, flexible and timely support, while mitigating risk by:
Added 1 hour ago
GC
Senior Compliance Officer
Guardian Capital Group
Toronto, ON
- Full-time
Founded in Toronto in 1962, Guardian Capital Group Limited (Guardian) is a global financial services company, which provides investment management services to institutional, retail and…
Added 1 hour ago
SA
ITS Project Manager
Southern Alberta Institute of Technology (SAIT)
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
The role is accountable for achieving project objectives related to scope, schedule, budget, quality, risk management, stakeholder satisfaction, and operational readiness while ensuring…
Added 1 hour ago
M
Associate Manager, Audit Operations & Reporting
Manulife
Toronto, ON
- Full-time
4+ years of experience in internal audit, risk management, governance, executive reporting, consulting, financial services, or a related field.
Added 1 hour ago
M
Associate Manager, Strategy, Performance & Chief of Staff
Manulife
Toronto, ON
- Full-time
4+ years of experience in audit, risk management, strategy, governance, performance management, consulting, financial services, or a related field.
Added 2 hours ago
G
Spécialiste Assurance Qualité - Conformité des Projets / Quality Assurance Specialist - Project Compliance
Galderma
Baie-D'Urfé, QC
- Full-time
Added 2 hours ago
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Spécialiste des systèmes qualité – Contrôle des changements / Quality Assurance Specialist - Change Control
Galderma
Baie-D'Urfé, QC
- Full-time
Added 2 hours ago
DU
Senior Finance Manager
Dalhousie University
Halifax, NS
- Full-time
Develop and implement financial strategies, risk management practices, and internal controls to ensure fiscal sustainability and compliance.
Added 2 hours ago
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Spécialiste des systèmes qualité - Contrôle des changements / Quality Assurance Specialist - Change Control
Galderma
Montreal, QC
- Full-time
…within TrackWise, ensuring changes are appropriately documented, risk-assessed, reviewed, approved, implemented and closed in accordance with applicable procedures, GMP requirements and…
Added 2 hours ago
J&
Senior Finance Manager, Surgery Canada
Johnson & Johnson
Markham, ON
- Full-time
Purpose: The Senior Manager – Surgery is the lead financial partner for Canada in the Americas region. The role has responsibility to deliver enterprise‑level impact through strategic…
Added 2 hours ago
IE
Sr. Manager Organizational Design and Change
IMAX Enhanced | Streaming & Consumer Technology
Mississauga, ON
- Full-time
The Senior Manager, Organizational Design and Change Management will partner with leaders and teams to strengthen IMAX’s organizational effectiveness. This role will assess structures,…
Added 2 hours ago
V
VP - Banking IT Project Manager
Vertage
Montreal, QC
- Full-time
As a VP - Banking IT Project Manager, you will play a critical role in driving strategic IT transformation initiatives across Corporate & Institutional Banking (CIB). This position offers…
Added 2 hours ago
G
Spécialiste Assurance Qualité - Conformité des Projets / Quality Assurance Specialist - Project Compliance
Galderma
Montreal, QC
- Full-time
…routine commercial manufacturing. Reporting directly to the Manager, Quality Assurance, the role provides expert review and approval within delegated authority and supports regulatory…
Added 2 hours ago
AF
Senior Manager Risk, Capital Markets
ATB Financial
Calgary, AB
- Full-time
Financial Risk Manager Designation (FRM) from the Global Association of Risk Professionals would be considered an asset
Added 2 hours ago
HT
IT Internal Auditor
Husky Technologies
Bolton, ON
- Full-time
…execution of our internal audit framework built on an enterprise risk management governance model. You will be part of a global team and report to the Senior Manager; IT Audit located in…
Added 2 hours ago
TI
Inventory Control Manager
TTI, Inc.
Georgina, ON · ON · Ontario Service Hub
- Full-time
Reporting to the Plant Manager, the Inventory Control Manager is responsible for overseeing inventory management and control processes within a high SKU environment. This role plays a…
Added 2 hours ago
T
Information Security Analyst II - Asset Assessment & Governance
TD
Toronto, ON · Mississauga, ON
- Full-time
You will be a core member of a high performing team of technology and risk professionals who utilize their subject matter expertise in technology and information and cyber security risk…

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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