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Added 25 mins ago
P
Senior Product Manager, Fund Management
Purpose
Toronto, ON
- Full-time
Domain expertise You have meaningful experience in asset management, fund operations, or fund accounting, or a closely adjacent domain. You understand NAV, fund flows, performance and…
Added 25 mins ago
HT
Manager, Internal Controls
Husky Technologies
Bolton, ON
- Full-time
Working with Internal Audit and the global Finance and Operations teams, the Manager, Internal Controls will play a critical role in Husky’s global financial reporting. This includes the…
Added 25 mins ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Title: Financial Manager - PLM (Product Line Mgmt)
Added 25 mins ago
EC
Manager, Public Practice (CPA)
Entrust CPA
Richmond, BC
- Full-time
We're looking for a Manager who can become an important part of how the firm operates - someone who can own client relationships and engagements, review and develop other accountants,…
Added 25 mins ago
TC
Senior Manager, Portfolio
Travelers Capital Corp.
Calgary, AB
- $100,000 to $125,000 CAD / year
- Full-time
The Senior Manager, Portfolio is an integral role within Travelers, one of which that is vital to the long-term growth and success of the business. The Senior Manager, Portfolio requires a…
Added 27 mins ago
T
Senior Specialized Finance Analyst – TDS Finance Capital and Liquidity Management
TD
Toronto, ON
- Full-time
…Balance Sheet Management, Finance Shared Services, Technology, Accounting, Front Office, Audit…
Added 27 mins ago
B
Associate Director/Director, Private Markets Credit
BMO
Toronto, ON · YNG
- Full-time
Demonstrated experience underwriting and executing complex credit transactions across multiple sectors and jurisdictions.
Added 27 mins ago
AW
Bilingual Supervisor, Transfers
Aviso Wealth
Remote, Canada
- $83,000 to $100,000 CAD / year
- Full-time
- Remote
Reporting to the Manager of Operations, the Bilingual Supervisor, Transfers is responsible for overseeing the Transfers Team, managing volumes and ensuring daily deadlines are met.…
Added 27 mins ago
AW
Bilingual Supervisor, Transfers
Aviso Wealth
Remote, Canada
- $83,000 to $100,000 CAD / year
- Full-time
- Remote
Reporting to the Manager of Operations, the Bilingual Supervisor, Transfers is responsible for overseeing the Transfers Team, managing volumes and ensuring daily deadlines are met.…
Added 27 mins ago
AW
Bilingual Supervisor, Transfers
Aviso Wealth
Remote, Canada
- $83,000 to $100,000 CAD / year
- Full-time
- Remote
Reporting to the Manager of Operations, the Bilingual Supervisor, Transfers is responsible for overseeing the Transfers Team, managing volumes and ensuring daily deadlines are met.…
Added 27 mins ago
Manager, Finance
Bell
Toronto, ON
The Financial Close Controller team is seeking a highly motivated Manager to be a part of the Controller organization’s transformative journey towards becoming trusted and valued business…
Added 42 mins ago
FH
Social Worker, BSW - Surrey Memorial Hosptial
Fraser Health
Surrey, BC
- Full-time
Reporting clinically to the Professional Practice Chief, Social Work and administratively to the Manager, Clinical Services, provides basic therapeutic clinical counseling services to…
Added 42 mins ago
FH
Social Worker, Toxic Drug Response and Priority Populations - Surrey
Fraser Health
Surrey, BC
- Full-time
…information into approved formats, collating data, analyzing trends, accounting for variances, preparing reports as required and provides recommendations to the Manager, Clinical…
Added 42 mins ago
K
Manager, Enterprise Tax
KPMG
Kingston, ON
- Full-time
As an Enterprise Tax Manager, you will work closely with Partners and senior tax professionals to deliver planning and compliance solutions for privately owned businesses and their owners.…
Added 42 mins ago
CI
Senior Analyst, Cash, Collateral & Settlements Operations (6-Month contract)
CPP Investments | Investissements RPC
Toronto, ON
- Full-time
…stability, and disciplined investment philosophy allow us to pursue complex opportunities and build enduring partnerships…
Added 42 mins ago
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Support Service Representative
BMO
Toronto, ON · YNG
- Full-time
May function as a problem-solving resource for more junior staff, referring non-routine issues to more senior team members and/or manager.
Added 52 mins ago
B
Sr. Vendor Manager-Third Party Management
BeachHead
Toronto, ON
- $49.25 to $59.1 CAD / hour
- Contract
Working with one of our top financial clients, this role calls for a Sr. Vendor Manager-Third Party Management who will oversee third-party management throughout all stages of the Third…
Added 52 mins ago
D
Vendor Manager
Dexian
Toronto, ON · Greater Toronto Area, Canada
- $48 to $55 CAD / hour
- Contract
The Vendor Manager is responsible for managing Third Party Business Arrangements throughout all stages of the Third Party Management Lifecycle (TPML). This role involves monitoring,…
Added 52 mins ago
AF
Specialist II, Processing Operations
ATB Financial
Calgary, AB
- Full-time
…to adapt to changing industry requirements. Reporting to the Manager of Operations, your work will directly mitigate operational risk, improve processing efficiency, and elevate the service…
Added 57 mins ago
P
Capital Markets and Accounting Advisory Services, Manager
PwC
Vancouver, BC
- Full-time
…supporting our clients as they navigate some of their most complex financial reporting issues and transactions. You'll tackle client’s needs with a solution-oriented approach that…
Added 57 mins ago
T
Business Insights Analyst II
TD
Toronto, ON · Montreal, QC
- Full-time
Translate business questions into analytical solutions by defining measures, selecting appropriate methods, and turning complex findings into practical recommendations.
Added 57 mins ago
T
Oracle / PostgreSQL Database Administrator
TD
Mississauga, ON · Toronto, ON
- Full-time
…controls. The role requires a proactive problem solver who can lead complex incident resolution, conduct root cause analysis, drive automation initiatives, and continuously improve database…
Added 57 mins ago
T
Quality Engineer I
TD
Toronto, ON
- Full-time
Added 57 mins ago
SL
Advanced Case Manager - Insurance Sales - Mandarin
Sun Life
BC · Toronto, ON · Waterloo, ON · ON · Ontario Telecommuters
- Full-time
The Advanced Case Manager is responsible for contributing to the Company’s individual life and health sales goals by providing complex case and sales strategy support to advisors in the Sun…
Added 57 mins ago
C
Associate, Commercial Banking
CIBC
Toronto, ON
- Full-time
…role will prepare you for a rewarding career as a Relationship Manager, Commercial Banking and strategic partner to some of Canada’s leading companies. You will be committed to delivering…

BMO

Customer Service Representative

Coquitlam, 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 23, 2026
Posting language: English
Posted: Oct 7, 2026

Original job description

Application Deadline:

10/22/2026

Address:

1161 The High Street

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 handling banking transactions. They also support operational activities, manage cash transactions, and collaborate with branch partners 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 commitment to providing a personal customer experience.

Skills

Customer service
Financial advice
Sales
Cash management
Problem solving
Interpersonal skills
Communication
Digital literacy
Risk management
Compliance
Relationship building
Organization
Collaboration
Banking operations

Benefits

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses

Visa sponsorship

Not detected in the job text

Keywords

Retail Banking
Customer Experience
Financial Solutions
Cash Transactions
Risk Management
Compliance
Money Laundering Reporting
Digital Banking
Sales
Inventory Management
Service Level Agreements
Banking Products
Credit Cards
Personal Banking
Branch Operations

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