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Added 21 mins ago
BO
Treasury Sales Associate
Bank of America
Toronto, ON
- Full-time
Certified Cash Manager/Certified Treasury Professional designation preferred
Added 21 mins ago
TS
TDS Operations Analyst II
TD Securities
Toronto, ON
- Full-time
Reporting to the Group Manager, Corporate Lending Operations Administration, the Operations Analyst II is responsible for performing loan administration, payment processing, reconciliation,…
Added 52 mins ago
FA
Senior Financial Analyst, Infrastructure Funds
Fengate Asset Management
Oakville, ON
- Full-time
Fengate is seeking a Senior Financial Analyst to join the Infrastructure Funds finance team. Reporting to the Senior Manager, Finance, Infrastructure Funds the individual will be…
Added 56 mins ago
Senior Manager, Canadian Tax
ASSA ABLOY
Toronto, ON
We are seeking an experienced and strategic Senior Manager, Canadian Tax to lead all aspects of Canadian tax compliance, reporting, planning, and controversy management. This role will…
Added 1 hour ago
D
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Delpath
Toronto, ON
- Contract
Remote or Office: 3 days in office (Tues, Wednesday and Thursday) and 2 days remote. Ideally hiring manager would like candidate to come in 5 days a week.
Added 1 hour ago
Business Analyst - FIN
Government of Alberta
Edmonton, AB
…areas including human capital, supply chain, financial, and treasury management. 1GX CoE also provides strategic leadership for the ongoing enhancement and development of 1GX applications…
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B
Group Product Manager, Home Financing
BMO
Toronto, ON · BMOPLACE
- Full-time
The Group Product Manager operates as a senior Home Financing product subject-matter expert and trusted advisor. The role leads through a complex matrix, mobilizing partners across…
Added 1 hour ago
S
Manager - Accounting & Reconciliation
Scotiabank
Souris, PE
- Full-time
…Small Business, Commercial and Corporate clients with effective treasury management solutions coupled with a best-in-class service model, making it easy for clients to do business with…
Added 2 hours ago
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Delivery Lead, U.S. Treasury Clearing
TD
Toronto, ON
- Full-time
We are seeking an experienced Delivery Lead to lead a key stream within the U.S. Treasury Clearing program, accountable for end-to-end delivery of regulatory and business outcomes. The…
Added 2 hours ago
B
Senior Relationship Manager
BMO
St. John's, NL
- Full-time
Senior Relationship Manager, Commercial Banking
Added 3 hours ago
R&
Operations Officer II
Robertson & Company Ltd.
Mississauga, ON
- Contract
…corporate, wealth management, private clients, commercial banking, treasury, and retail…
Added 3 hours ago
MANAGER, FINANCE ENABLEMENT, TECHNOLOGY & TRANSFORMATION (HYBRID)
Green Shield Canada
Toronto, ON · Windsor, ON
The Manager will maintain an integrated Finance technology and transformation roadmap, translatebusiness needs into scalable solutions, and coordinate Finance process owners, FP&A,…
Added 4 hours ago
B
Customer Service Representative
BMO
Vancouver, BC
- Part-time
Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).
Added 4 hours ago
RB
Manager, Enterprise Hedge Accounting, NIH
Royal Bank of Canada
Toronto, ON
- Full-time
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Added 4 hours ago
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VAM And LMS BSA
Tata Consultancy Services
Toronto, ON · Greater Toronto Area, Canada
- $90,000 to $100,000 CAD / year
- Full-time
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Added 4 hours ago
ID
Account Manager
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Toronto, ON
- Part-time
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Added 4 hours ago
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Analyst, Capital Markets Treasury - Winter 2027 (Co-op/Internship) - 4 Months
BMO
Toronto, ON · FCP
- Full-time
…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…
Added 6 hours ago
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TD Securities
Toronto, ON
- Full-time
Global Transaction Banking (GTB) is a strategic growth business within TDS, delivering innovative treasury, liquidity, payments, trade finance, and working capital solutions to some of the…
Added 6 hours ago
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Vendor Manager III
Robertson & Company Ltd.
Toronto, ON
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…corporate, wealth management, private clients, commercial banking, treasury, and retail…
Added 6 hours ago
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Operations Officer III
Robertson & Company Ltd.
Toronto, ON
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Added 6 hours ago
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Vice President, Investments (Capital Markets)
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Toronto, ON
- Full-time
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Added 7 hours ago
R&
Account Manager IV
Robertson & Company Ltd.
Toronto, ON
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…corporate, wealth management, private clients, commercial banking, treasury, and retail…
Added 7 hours ago
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Manager Operations, Tax Operations
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- Full-time
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Added 7 hours ago
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Finance Operations Manager (AP)
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Added 7 hours ago
DC
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BMO

Customer Service Representative

Burnaby, BC, Canada

$35,500.00 - $55,000.00 · Part-time

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Job details

Pay: $35,500.00 - $55,000.00
Job type: Part-time
Apply by: Oct 16, 2026
Posting language: English
Posted: Oct 6, 2026

Original job description

Application Deadline:

10/15/2026

Address:

3778 Grand Promenade

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 - $55,000.00

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, providing financial advice, and executing banking transactions. They also support operational activities, manage cash transactions, and collaborate with team members to achieve branch business objectives.

Requirements

No prior experience is necessary, though a post-secondary degree or certification is desirable. Candidates must possess strong interpersonal skills, digital literacy, and a commitment to providing a personal customer experience.

Skills

Customer Service
Financial Solutions
Cash Handling
Needs-based Conversation
Digital Literacy
Problem Solving
Interpersonal Skills
Communication
Risk Management
Compliance
Inventory Management
Sales
Team Collaboration
Organization
Attention To Detail

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
Risk Management Framework
Regulatory Compliance
Money Laundering Reporting
Digital Banking
Sales Referrals
Inventory Management
Personal Banking
Credit Cards
Banking Transactions
Service Level Agreements
Market Trends
Operational Support
Customer Profiles
Financial Advice
Branch Operations
Professional Presence

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