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Added 7 mins ago
SA
Finance and Insurance Manager
Steele Auto Group
Halifax, NS
- Full-time
…Sales team, customers, and lending partners to deliver tailored financial solutions while contributing directly to dealership…
Added 7 mins ago
MC
Financial Services Representative - Full Time
Meridian Credit Union
Mississauga, ON
- $50,000 to $53,000 CAD / year
- Full-time
Our vision is to be recognized as the financial institution that has the most local impact, supported by a purposeful value proposition to our Members.
Added 7 mins ago
Head of Client Experience - North America
Rimes Technologies
Toronto, ON
Added 22 mins ago
Senior Quality Assurance Engineer
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Toronto, ON
Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign…
Added 22 mins ago
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Trainee Customer Care Agent
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Toronto, ON
- Full-time
At Neilson, we’re dedicated to helping families secure financial protection for their loved ones with a range of life insurance options.
Added 22 mins ago
UO
Program Coordinator
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Edmonton, AB
- Full-time
…office administration, research communication, record-keeping, financial management, and research and events support. In all facets of this role, this position endeavours to integrate and…
Added 22 mins ago
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Montreal, QC
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Financial Services Cloud processes (lead conversion, opportunities, activities, appointments)
Added 22 mins ago
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Vertage
Montreal, QC
- Contract
8-10+ years of Project Management experience, preferably within Banking or Financial Services.
Added 22 mins ago
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QA Automation with Capital Market
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- Full-time
Preferred Domain skill: Experience in Financial Service industry background working on Trading platforms (Pre & Post Trade Systems).
Added 22 mins ago
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Operations Officer I - Bilingual
Robertson & Company Ltd.
Montréal-Ouest, QC
- Contract
Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management,…
Added 22 mins ago
A
Senior Manager Financial Reporting
Altis
Montreal, QC
- $110,000 to $130,000 CAD / year
- Full-time
Are you a financial reporting leader who enjoys developing people, improving processes, and making an impact? We're partnering with a well-established Canadian financial services…
Added 22 mins ago
P
Municipality of North Grenville - Chief Administrative Officer
Phelps
North Grenville, ON
- Full-time
…Senior Leadership Team and key corporate functions, enhance financial oversight and service delivery, and ensure infrastructure and municipal services keep pace with community needs.…
Added 22 mins ago
QM
Senior Analyst, Technology & Operations (Hybrid)
Quantum Management Services Ltd.
Toronto, ON
- $35 to $38 USD / hour
- Contract
…Analyst, Technology & Operations to support its technology-related financial and operational activities. This role will focus on IT invoice management, monthly accruals, inventory…
Added 22 mins ago
HT
Business Systems Analyst/ Databricks
High Tech Genesis
Toronto, ON
- Contract
…hands-on exposure to Databricks, and a strong background in the financial services…
Added 22 mins ago
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Accounts Payable Specialist
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Montreal, QC · Greater Montreal Metropolitan Area
- $55,000 to $65,000 CAD / year
- Full-time
Use Microsoft Excel for financial reporting, data management, and analysis.
Added 22 mins ago
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Directeur Financier
KENOVA - Recrutement Humain
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
The ideal candidate will be responsible for financial strategy, financial planning and analysis, financial reports, company audits, compliance, and bank relationships. They will collaborate…
Added 22 mins ago
IG
Senior Financial Analyst
Insight Global
Toronto, ON · East York, ON
- $95,000 to $100,000 CAD / year
- Full-time
3-5+ years of financial analysis, accounting, FP&A, or related experience.
Added 22 mins ago
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Senior Accountant
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Toronto, ON · Greater Toronto Area, Canada
- Full-time
As we continue to grow and evolve, we are seeking a Senior Accountant (CPA) to join our team and contribute to the financial stewardship of a dynamic and diversified business portfolio.
Added 22 mins ago
AR
Controller
Accu-staff Resource Systems Enterprises LTD
Vaughan, ON
- $100,000 to $150,000 CAD / year
- Full-time
Reporting to the CFO, the Controller is responsible for driving financial performance, operational efficiency, and cost optimization across the holding company and its subsidiaries. Working…
Added 22 mins ago
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Financial Controller
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Calgary, AB
- $130,000 to $150,000 CAD / year
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Our client is a privately held operating company for a HNWI based in downtown Calgary. They are seeking a new Financial Controller to directly report to the group president and operate in a…
Added 22 mins ago
FB
Senior Accountant, Treasury
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AB · Edmonton, AB
- Full-time
The Senior Accountant, Treasury supports the management of cash, banking, and treasury operations across Forbes Bros. Group of Companies. You will maintain cash forecasts, reconciliations,…
Added 22 mins ago
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Added 22 mins ago
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Senior Quality Assurance Engineer
High Tech Genesis
Toronto, ON
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…or FinTech. The ideal candidate will have experience testing financial applications, transaction monitoring systems, AML workflows, and regulatory/compliance-related…
Added 22 mins ago
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Strong financial and analytical skills with a high degree of accuracy.

BMO

Customer Service Representative

Victoria, 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: Nov 13, 2026
Posting language: English
Posted: Oct 28, 2026

Original job description

Application Deadline:

11/12/2026

Address:

735 Goldstream Avenue

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 and providing financial advice and guidance. They also handle transactions, support operational activities, 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 proficiency, and a commitment to providing a personal customer experience.

Skills

Customer service
Financial advice
Cash management
Needs-based selling
Digital literacy
Problem solving
Interpersonal skills
Communication
Risk management
Regulatory compliance
Team collaboration
Inventory management
Transaction processing
Relationship building
Adaptability

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 Solutions
Cash Reconciliation
Risk Management Framework
Compliance
Anti-Money Laundering
Digital Banking
Sales
Referrals
Operational Support
Banking Services
Credit Card Needs
Personal Banking
Market Trends
Regulatory Environment
Inventory Management
Service Level Agreements
Professional Presence
Business Banking

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