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Added 11 mins ago
BI
Credit Risk Analyst
BMO Insurance
Toronto, ON
- Full-time
Added 12 mins ago
EC
Assistant General Manager (Remote Camp)
ESS Compass
Prince George, BC
- Full-time
Now, if you were to come on board as an Assistant General Manager (Remote Services), we’d ask you to do the following for us:
Added 23 mins ago
OA
Cemetery Lead Hand - Beth Tzedec Memorial Park, Toronto
Ontario Association of Cemetery and Funeral Professionals (OACFP)
Toronto, ON
- Full-time
Reporting directly to the General Manager, who retains full responsibility and accountability for the management and operation of Beth Tzedec Memorial Park, the Cemetery Lead Hand is a…
Added 23 mins ago
R
Regional Plant Controller
Refresco
Mississauga, ON
- Full-time
Added 23 mins ago
TB
Project Manager, Real Estate & Construction
The Beer Store
Bolton, ON
- Full-time
We are currently searching for a Project Manager, Real Estate & Construction, reporting to the Director, Real Estate. This is a full-time, permanent opportunity. This role will oversee and…
Added 25 mins ago
CN
Maintenance Supervisor
Civeo North America
Fort McMurray, AB
- Full-time
…service-oriented Maintenance Supervisor. Reporting to the Maintenance Manager and based at one of Civeo’s Lodges in the Fort McMurray area, the incumbent is responsible for overall…
Added 25 mins ago
RM
Accounting Technician
Remember Me Roofing
Ottawa, ON · Greater Ottawa Metropolitan Area
- Full-time
…operating in construction, roofing/exteriors, real estate, and property…
Added 27 mins ago
Guest Service Manager
Omni Hotels & Resorts
Toronto, ON
…with timeless elegance and modern hospitality, this landmark property has become a cherished destination for both locals and visitors. Located in the heart of downtown Toronto, it offers…
Added 27 mins ago
FO
Construction Supervisor
First Onsite - CA
AB · Calgary, AB
- Full-time
…by FirstOnsite Restoration Limited operating as First Onsite Property Restoration ("First Onsite") for purposes related to your application for employment. This includes information…
Added 27 mins ago
FO
Restoration Technician
First Onsite - CA
AB · Grande Prairie, AB
- Full-time
…by FirstOnsite Restoration Limited operating as First Onsite Property Restoration ("First Onsite") for purposes related to your application for employment. This includes information…
Added 27 mins ago
Project Manager, Real Estate & Construction
Brewers Retail Inc
Bolton, ON
We are currently searching for a Project Manager, Real Estate & Construction, reporting to the Director, Real Estate. This is a full-time, permanent opportunity. This role will oversee and…
Added 40 mins ago
MI
Sous Chef
Marriott International
Toronto, ON
- Full-time
Ensures property policies are administered fairly and consistently.
Added 42 mins ago
CA
Customer Service Representative (Part-Time)
Centurion Asset Management Inc.
Waterloo, ON
- Part-time
Reporting to the Assistant General Manager, the Customer Service Representative is responsible for the professional administration and leasing of a Centurion Property Associates Inc. │The…
Added 42 mins ago
T
Audit Manager II, Financial Crimes Audit, High Risk Areas (667)
TD
Toronto, ON
- Full-time
The Audit Manager II is a Financial Crime Professional, resilient, dynamic, trusted advisor, relationship manager, people manager and adaptive leader with knowledge and experience with…
Added 42 mins ago
LH
Restaurant & Bar Manager FT- Chelsea - Toronto
Langham Hospitality Group
Canada
- Full-time
…33 Teen Lounge. The Chelsea Hotel, Toronto is an independent property as part of the Langham Hospitality Group’s international portfolio of hotels and resorts. The Chelsea is proud to be…
Added 42 mins ago
MS
Product Marketing Manager
Motorola Solutions
Vancouver, BC · BC
- Full-time
…everywhere. We build and connect technologies to help protect people, property and places. Our solutions foster the collaboration that’s critical for safer communities, safer schools, safer…
Added 42 mins ago
G
Spécialiste en éclairage / Lighting Specialist
Guillevin
Montreal, QC
- Full-time
Drive and influence specifications among consultants, engineers, developers, and property managers for our full range of lighting fixtures and lighting control products.
Added 42 mins ago
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Homelessness Services Worker
The Salvation Army Canada and Bermuda Territory
St. Catharines, ON
- Full-time
Liaise and develop relationships with landlords and property managers within HRM.
Added 53 mins ago
ZC
Claims Specialist, Personal Lines Auto - Waterloo or Montreal
Zurich Canada
Montreal, QC
- Full-time
Reporting to the Claims Manager, Auto Personal Lines, you will be the first point of contact for our customers, primarily supporting them by phone. Most of your day will be spent on the…
Added 53 mins ago
ZC
Bilingual Sr Auto Claims Specialist
Zurich Canada
Montreal, QC
- Full-time
Reporting to the Sr. Claims Manager, Property & Motor you will handle a portfolio of intermediate to complex commercial auto claims to resolution, while providing technical guidance to…
Added 55 mins ago
ZC
Bilingual Sr Auto Claims Specialist
Zurich Canada
Toronto, ON
- Full-time
Reporting to the Sr. Claims Manager, Property & Motor you will handle a portfolio of intermediate to complex commercial auto claims to resolution, while providing technical guidance to…
Added 55 mins ago
ZC
Claims Call Centre Associate - Waterloo or Montreal
Zurich Canada
Montreal, QC
- Full-time
Reporting to the Claims Manager, Auto Personal Lines you will manage complex technical duties and specialized/pilot projects for commercial lines of business, handle intake of claims…
Added 55 mins ago
WP
Occupational Therapist, Regular Full-Time, Rehabilitation Department
West Parry Sound Health Centre
Parry Sound, ON
- Full-time
Applications are currently being accepted for an Occupational Therapist, reporting to the Clinical Manager of Rehabilitation
Added 55 mins ago
ZC
Claims Specialist, Personal Lines Auto - Waterloo or Montreal
Zurich Canada
Waterloo, ON
- Full-time
Reporting to the Claims Manager, Auto Personal Lines, you will be the first point of contact for our customers, primarily supporting them by phone. Most of your day will be spent on the…
Added 55 mins ago
ZC
Claims Call Centre Associate - Waterloo or Montreal
Zurich Canada
Waterloo, ON
- Full-time
Reporting to the Claims Manager, Auto Personal Lines you will manage complex technical duties and specialized/pilot projects for commercial lines of business, handle intake of claims…

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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