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Added 14 mins ago
KG
Product Manager – Transaction Banking (LMS & VAM)
K&K Global Talent Solutions INC.
ON · Ontario, Canada
- Full-time
Position: Product Manager – Transaction Banking (LMS & VAM)
Added 14 mins ago
SR
Project Manager
Swim Recruiting
Victoria, BC
- $80 to $110 CAD / hour
- Contract
Our provincial government client is seeking an IT Project Manager to support its Finance organization’s Provincial Treasury / Banking and Cash Management Branch. The role requires practical…
Added 1 hour ago
B
CUSTOMER SERVICE REPRESENTATIVE
BMO
Vancouver, BC · FBT
- Part-time
Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).
Added 1 hour ago
B
Customer Service Representative
BMO
Tofield, AB
- Part-time
Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).
Added 1 hour ago
B
Customer Service Representative
BMO
Coquitlam, BC
- Part-time
Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).
Added 1 hour 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 1 hour 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 1 hour ago
CO
Budget Analyst
City of Barrie
Barrie, ON
- Full-time
…statements, coordinating the annual business plan and budget, treasury and debt management, procurement administration and support, property tax revenue management, and water and wastewater…
Added 1 hour ago
T
Senior Business Systems Analyst (Treasury Technology)
TD
Toronto, ON
- Full-time
Treasury, Market Risk or Funds Transfer Pricing exp.
Added 1 hour ago
RT
Conseiller(ère) principal(e), Approvisionnement en énergie | Principal Adviser Power Procurement
Rio Tinto
Montreal, QC
- Full-time
Added 1 hour ago
CN
S&T Operational Excellence Specialist
Canadian Nuclear Laboratories
Chalk River, ON
- Full-time
Added 2 hours ago
CN
Indigenous Engagement Officer
Canadian Nuclear Laboratories
Chalk River, ON
- Full-time
…escalating as needed to the Communications & Indigenous Engagement…
Added 2 hours ago
W
Finance Manager
Winchesters
Toronto, ON
- $115,000 to $130,000 CAD / year
- Full-time
Winchesters is recruiting for a Manager of Finance to join an established Canadian private equity real estate investment firm in downtown Toronto. Reporting to the Director of Finance, this…
Added 2 hours ago
CR
Senior Accountant
Clarity Recruitment
Mississauga, ON
- Full-time
…Accountant takes ownership of their financials. Reporting to the Manager of Accounting, you'll act as a site-level controller for your assigned portfolio: owning the month-end close, key…
Added 2 hours ago
Business Services Officer
Government of Alberta
AB
Reporting to the Manager, Business Services/ Team Lead, Financial Operations, the role supervises administrative staff and ensures the accuracy and integrity of financial transactions. It…
Added 2 hours ago
TM
Senior Credit Representative
thyssenkrupp Materials NA
Windsor, ON
- Full-time
Experience with borrowing base reporting, asset-based lending (ABL), cash forecasting, or treasury support is considered an asset.
Added 3 hours ago
B
Customer Service Representative
BMO
Kamloops, BC
- Part-time
Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).
Added 3 hours ago
R&
Product Manager (SSO)
Robertson & Company Ltd.
Toronto, ON
- Contract
…corporate, wealth management, private clients, commercial banking, treasury, and retail…
Added 3 hours ago
Manager, Commercial Banking Finance Business Partner - Finance
Scotiabank
Toronto, ON
The Manager, Canadian Commercial Banking Finance plays a key role in providing finance support to Commercial Banking, and Canadian Banking Finance, contributing to the business line’s…
Added 3 hours ago
A
Manager, Trade Operations
Altis
Toronto, ON
- $120,000 to $135,000 CAD / year
- Full-time
Manager, Trade Operations | Back-Office Settlements & Treasury
Added 4 hours ago
HC
Treasury Analyst, Treasury & Capital Markets
Honda Canada Inc.
Markham, ON
- Full-time
Other duties as assigned by the Treasury Supervisor and Manager
Added 4 hours ago
BS
Canadian Corporate Tax Manager
Blue Signal Search
Toronto, ON
- Full-time
…leadership in Canada. They are seeking a Canadian Corporate Tax Manager to take ownership of critical compliance and advisory work while helping the business navigate transactions, evolving…
Added 4 hours ago
Manager, Financial Planning & Analysis (Group Treasury)
Scotiabank
Toronto, ON
Group Treasury Finance, within Global Finance, is a business support function that provides financial planning, management reporting, forecasting, and analytical support to Group Treasury…
Added 4 hours ago
B
Customer service Representative
BMO
Toronto, ON
- Part-time
Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).
Added 5 hours ago
HC
Treasury Analyst, Treasury & Capital Markets
Honda Canada Inc.
Markham, ON
- Full-time
Other duties as assigned by the Treasury Supervisor and Manager

BMO

Customer Service Representative

Kamloops, 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 26, 2026
Posting language: English
Posted: Oct 7, 2026

Original job description

Application Deadline:

10/25/2026

Address:

750 Fortune Drive

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 role involves delivering exceptional service to BMO customers by identifying their financial needs and providing appropriate advice on banking solutions. Additionally, the representative supports branch operations, manages cash transactions, and collaborates with team members to achieve business objectives.

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 professional presence to effectively assist customers with their banking needs.

Skills

Customer service
Financial solutions
Sales
Cash management
Problem solving
Interpersonal skills
Communication
Digital literacy
Risk management
Compliance
Relationship building
Teamwork
Organization
Needs-based selling
Referral management

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 Handling
Risk Management Framework
Compliance
Digital Banking
Sales
Referrals
Inventory Management
Transaction Processing
Banking Regulations
Anti-Money Laundering
Personal Banking
Credit Cards
Strategic Advice
Operational Support
Market Trends
Professional Presence
Collaboration

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