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Added 3 mins ago
CS
Library Technician
Canadian Security Intelligence Service (CSIS) | Service canadien du renseignement de sécurité (SCRS)
Ottawa, ON
- Full-time
…polygraph, and a background investigation that includes credit and financial verifications. The use of illegal drugs is a criminal offense. Drug use is an important factor considered in…
Added 5 mins ago
BG
Customer Service Representative/Service Advisor (North York-Thornhill)
Boyd Group Services
Toronto, ON · Thornhill, ON
- Full-time
The Customer Service Representative is responsible for providing an exceptional customer experience, in person, over the phone and emails. They manage working relationships with customers…
Added 5 mins ago
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Customer Service Representative - Auto Body (Pembina)
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Pembina, MB
- Full-time
The Customer Service Representative is responsible for providing an exceptional customer experience, in person, over the phone and emails. They manage working relationships with customers…
Added 5 mins ago
B
Customer Service Representative
BMO
Montreal, QC
- Part-time
…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…
Added 5 mins ago
Buyer
Sonepar
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…seeking talented individuals to join our dynamic Company and be part of our continued…
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Warehouse Associate
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Be part of an ISO certified company with a strong a quality assurance program and new technologies which help you perform at your best.
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Senior Investment Specialist
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…delivering an exceptional client experience. Enjoy a permanent full-time position with comprehensive benefits, a generous paid time off program, and a collaborative on-site work…
Added 33 mins ago
GO
Sheriff's Officer
Government of Manitoba
Brandon, MB
- Part-time
…completion of the training program, candidates will be hired as part-time term Sheriff’s Officers. Regular full-time positions are then subsequently filled with part-time employees. A…
Added 33 mins ago
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Sheriff's Officer
Government of Manitoba
Portage la Prairie, MB
- Part-time
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Added 34 mins ago
Sales Representative, Residential Repaint
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Must have at least one (1) year experience working in a retail, sales, or customer service position
Added 48 mins ago
AC
Part-time Financial Services Representative
Atlantic Central
Bridgewater, NS
- Part-time
East Coast Credit Union is seeking a Part-time Financial Services Representative to join our team in beautiful Bridgewater at our LaHave River branch! Reporting to the Assistant Manager,…
Added 1 hour ago
GO
Resource Coordinator
Government of Manitoba
Flin Flon, MB
- Full-time
An eligibility list may be established to fill current and future regular, term, part-time and/or full-time positions in The Pas/Flin Flon and will remain in effect for up to 6 months.
Added 1 hour ago
GO
Case Manager
Government of Manitoba
Winnipeg, MB
- Full-time
An eligibility list may be established to fill current and future for regular, term, part-time and/or full-time positions throughout the province and if established will remain in effect…
Added 1 hour ago
MF
Director Threat Intelligence
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
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Mackenzie Investments, founded in 1967, is a key part of IGM's business model, serving as a comprehensive asset-management partner for Canadian financial advisors and their clients.
Added 2 hours ago
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Customer Service Representative - Portuguese speaker
BMO
Toronto, ON
- Part-time
…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…
Added 2 hours ago
B
Customer Service Representative - Spanish speaker
BMO
Toronto, ON
- Part-time
…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…
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…maintenance of CyberArk services. This role manages incidents, service requests, operational activities, and user inquiries while ensuring service delivery aligns with established service…
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Customer Service Representative
BMO
Fort Smith, NT
- Part-time
…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…
Added 3 hours ago
B
Customer Service Representative
BMO
Surrey, BC
- Part-time
…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…
Added 3 hours ago
B
Customer Service Representative
BMO
Burnaby, BC
- Part-time
…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…
Added 3 hours ago
B
Customer Service Representative
BMO
Port Coquitlam, BC
- Part-time
…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…
Added 3 hours ago
B
Customer Service Representative
BMO
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- Part-time
…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…
Added 3 hours ago
J
Senior Project Manager
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…deep industry knowledge to ensure projects are completed on time, within budget, and to the highest quality…
Added 3 hours ago
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Group Retirement Administration Representative
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- Full-time
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s…
Added 3 hours ago
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Deliver a high level of service and immediate response time to all client and investor queries

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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