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Added 2 mins ago
IK
Service Advisor
INLAND KENWORTH US INC
Prince George, BC
- Full-time
Inland Truck & Equipment is an industry leader in the heavy-duty truck and equipment sales, service, and parts marketplace. When we say we’re ALL IN, we mean we’re all in on you and your…
Added 2 mins ago
FF
Associate Fig Bar Manager | Formula Fig Midtown
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Toronto, ON
- Full-time
We are powered by our deep beliefs in service, community, and design - helping all our guests #GiveAFig about their skin.
Added 2 mins ago
M
Bilingual Client Success Manager
Maple
Toronto, ON
- Full-time
We're looking for a Client Success Manager, Bilingual (French/English) to own a portfolio of client relationships within either our Channel Partnerships team (insurers, benefits…
Added 2 mins ago
LE
Assistant Store Manager
L'Occitane En Provence
Vancouver, BC
- Full-time
Let Success Drive You: Organize with the Store Manager to conduct regular training sessions to enhance product knowledge, customer service skills, and overall performance.
Added 2 mins ago
Part Time Tailor
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Mississauga, ON
Assist in training sales staff on tailoring fundamentals, including marking, fitting, measuring and pressing techniques.
Added 2 mins ago
O
Guest Experience Representative
OMERS
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- Part-time
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Added 14 mins ago
TW
Sales Manager
the WIRELESS kiosk @Costco / le kiosque SANS-FIL @Costco
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- Full-time
…accountability, and disciplined execution. More than delivering sales results, this leader can create sustainable success by developing a high-performing team that embodies Costco’s values…
Added 14 mins ago
FS
Outside Sales- Parts & Service- Refuse Equipment
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Vaughan, ON
- Full-time
The Parts and Service Support Representative - Refuse (“PSSR”) is responsible for driving parts and service sales growth for our refuse product lines within the territory. This role will…
Added 14 mins ago
T
Full-Time Assistant Manager
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- Full-time
As an Assistant Store Manager, you'll assist in creating a team environment which fosters inclusivity and positive connections. In this role, you'll support the Store Manager by directing…
Added 14 mins ago
V
Branch Manager - West End
Vancity
Vancouver, BC
- Full-time
As a Branch Manager, you will lead branch operations, optimize member experience, and drive business development through exceptional people leadership and strategic execution. You will…
Added 14 mins ago
GF
Service Technician- InnoServ
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Toronto, ON · North York, ON
- Full-time
Provides Gordon Food Service (GFS) customers with timely, proper maintenance on equipment within the market area and effectively manages parts and equipment expenses. Penetrates sales of…
Added 14 mins ago
KC
Manager, Mid-Level Giving and Community Fundraising
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Calgary, AB
- Full-time
The Mid-Level and Community Fundraising Manager is responsible for managing a portfolio of mid-level donors, while providing leadership and oversight to Kids Cancer Care’s community…
Added 14 mins ago
TL
Retail Assistant Store Manager- the Streets at Southpoint
the LEGO Group
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Collaborate with the Store Manager to deliver results by prioritizing time and effort, going beyond goals set by others, and finding motivation in raising store performance to the maximum
Added 14 mins ago
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Service Porter - Tower Chrysler Dodge Jeep Ram
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Calgary, AB
- $15 to $17 CAD / hour
- Full-time
In this position, the Service Porter will be responsible for transporting customers as needed, cleaning the interior and exterior of vehicles owned by customers and those that will be…
Added 14 mins ago
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Estimator
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Energy Crane Service is looking for a full-time Estimator to join our team in Stony Plain, Alberta.
Added 14 mins ago
G
Sales Manager
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Cambridge, ON
- Full-time
We are searching for a strategic and driven National Sales Manager to join our Sales team. You will lead, manage, and mentor a sales team to achieve company goals, develop and execute sales…
Added 16 mins ago
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Assistant Store Manager - Feeds' n Needs - Saint John
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Saint John, NB · St. John , New Brunswick
- Full-time
…ideas to grow market share and ensure exceptional customer service by maintaining high satisfaction levels and effectively resolving both customer and staff concerns. Additionally, they…
Added 16 mins ago
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Regional Manager, Financial Planning-Edmonton
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- Full-time
Are you a seasoned industry professional and team manager, excited to take a team of high-performing financial planners to the next levels of sales and service delivery at TD Wealth? If so,…
Added 16 mins ago
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Cash Management Service Officer
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Recommends modifications to existing sales or customer service processes and solutions to improve the efficiency of the team
Added 16 mins ago
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Client Services Representative - TD Asset Management
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TD Asset Management (TDAM), a member of TD Bank Financial Group, is a leading North American investment manager offering progressive investment solutions to both institutional and…
Added 16 mins ago
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Part Time Deli Clerk
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Adjust minor complaints in keeping with general sales policy and to refer more serious complaints to the Department Manager.
Added 16 mins ago
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…creating a framing solution for their art. Drive custom framing sales. Assist customers in creating a memorable framing solution for their…
Added 16 mins ago
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Campus Store Leader Canada - 36152C
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Added 16 mins ago
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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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