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Added 34 mins ago
T
Site Reliability Engineer Lead
TD
Toronto, ON
- Full-time
…capabilities across the enterprise. Within TD Technology, the Treasury Analytics Group (TAG) supports Treasury and Balance Sheet Management (TBSM) by engineering the systems, data…
Added 34 mins ago
M
Senior Technology Project Manager, Group Functions Technology
Manulife
Toronto, ON
- Full-time
Working within Technology Business Management & Strategy in Group Functions Technology, the Senior Technology Project Manager will drive the successful delivery of strategic initiatives…
Added 1 hour ago
CI
Associate, Private & Alternative Asset Operations (12-month contract)
CPP Investments | Investissements RPC
Toronto, ON
- Full-time
Reporting to the Manager, Private and Alternative Asset Operations, you will oversee investment operations activities, strengthen processes and controls, and collaborate with internal and…
Added 1 hour ago
Staff Accountant
Computacenter AG & Co. oHG
Ottawa, ON
Provides back-up support for JE approval submitted by Treasury and other functional areas as needed.
Added 2 hours ago
T
Senior Manager, Treasury Data Integration
TD
Toronto, ON
- Full-time
The Senior Manager, Treasury Data Product & Liquidity Reporting will lead strategic data delivery initiatives supporting Treasury, Finance, liquidity reporting, and related regulatory and…
Added 3 hours ago
H
Financial Reporting & Risk Manager
Halifax
Goffs, NS
- Full-time
Reporting to the Director of Finance, the Financial Reporting & Risk Manager oversees financial reporting, accounting operations, treasury, audits, financial systems, insurance, and…
Added 4 hours ago
C
Customer Success Manager, Public Sector & Defence
Cohere
Ottawa, ON
- $150,000 to $215,000 USD / year
- Full-time
We're seeking an exceptional Customer Success Manager with deep expertise in the Canadian public sector and defence landscape to lead our most strategic government accounts. This role…
Added 5 hours ago
BC
Vice President, ETF Algo Engineer
BMO Capital Markets
Toronto, ON
- Full-time
BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to…
Added 5 hours ago
Senior Manager Development, Treasury Technology
Scotiabank
Toronto, ON
The Senior Manager, Treasury Technology Delivery & Platforms is responsible for leading the technology strategy, delivery, and operational support of the Treasury Technology portfolio. This…
Added 6 hours ago
RB
Manager NAV Production
Royal Bank of Canada
Toronto, ON
- Full-time
RBC Investor &Treasury Services provides services to the Investment Management, Broker/Dealer, and Insurance Services industries. These services include Trusteeship, Recordkeeping, Fund…
Added 7 hours ago
B
BMO Capital Markets Quantitative Trading Analyst – 12–16 Month Co-op
BMO
Toronto, ON · FCP
- Full-time
…merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has…
Added 8 hours ago
B
Vice President, ETF Algo Engineer
BMO
Toronto, ON · FCP
- Full-time
BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to…
Added 8 hours ago
WO
Controller
WP Osborne Executive Search Inc.
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Review property manager cash calls and weekly cash flow forecasts and liquidity reporting, identifying funding requirements and trends.
Added 9 hours ago
WT
Specialist, Counterparty Credit Risk
Wealthsimple Technologies
Remote, Canada
- $69,600 to $87,000 CAD / year
- Full-time
- Remote
As a Specialist, Counterparty Credit Risk, reporting to the Manager, Counterparty Credit Risk you will join our Credit Risk Operations team to help build and operationalize a centralized…
Added 9 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 11 hours ago
GO
Banking Services Manager
Government of Yukon
Whitehorse, YT
- Full-time
The Banking Services Manager is the key contact between the Government of Yukon and the financial institution facilitating the effective delivery of services relating to banking, payments,…
Added 11 hours ago
NB
Product Owner Regulatory Capital Transformation
National Bank of Canada
Montreal, QC
- Temporary
…means acting as a change leader. You will report to the Senior Manager Business Intelligence Center - Finance. This role allows you to make a positive and tangible impact on the…
Added 11 hours ago
CO
STRATEGIC ENTERPRISE INTEGRATION & MODERNIZATION LEAD (DATA MANAGEMENT)
City of Toronto
Toronto, ON
- Full-time
In this temporary role, reporting to the Senior Project Manager , the SEIM Lead (Data Management) will lead complex, multi-year, multi-divisional technology transformation projects for the…
Added 21 hours ago
IW
Manager, Mortgage Operations
IG Wealth Management
ON · Ontario, Canada
- Full-time
The Role: Mortgage Finance team is included within the Treasury Department and responsible for corporate cash management and banking, and mortgage financing across IGM Financial.
Added 21 hours ago
IW
Manager, Mortgage Operations
IG Wealth Management
MB · Manitoba, Canada
- Full-time
The Role: Mortgage Finance team is included within the Treasury Department and responsible for corporate cash management and banking, and mortgage financing across IGM Financial.
Added 1 day ago
B
Customer Service Representative
BMO
Corner Brook, NL
- Part-time
Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).
Added 1 day ago
B
Customer Service Representative
BMO
North Vancouver, BC
- Part-time
Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).
Added 1 day ago
MF
Manager, Mortgage Operations
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto, ON
- Other
The Role: Mortgage Finance team is included within the Treasury Department and responsible for corporate cash management and banking, and mortgage financing across IGM Financial.
Added 1 day ago
Manager, Revenue Management, Private Banking
Scotiabank
Toronto, ON
The Manager, Revenue Management, Private Banking supports revenue management initiatives across the Private Banking portfolio through the development and maintenance of profitability…
Added 1 day ago
CN
Marketing Analyst
Canadian Natural
Calgary, AB
- Full-time
Make your mark while you grow your career! Reporting to the Financial Services Manager, the Marketing Analyst will support strategic growth initiatives, commercial evaluations, financial…

BMO

Customer Service Representative

Toronto, ON, 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 10, 2026
Posting language: English
Posted: Oct 29, 2026

Original job description

Application Deadline:

11/09/2026

Address:

382 Yonge Street, Unit 4

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 support operational activities, manage cash transactions, and collaborate with branch teams 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 solutions
Cash management
Needs-based conversation
Digital literacy
Problem solving
Interpersonal skills
Communication
Risk management
Compliance
Sales
Team collaboration
Inventory management
Transaction processing
Relationship building

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 Services
Cash Handling
Risk Management
Compliance
Digital Banking
Sales
Referrals
Inventory Management
Money Laundering Reporting
Regulatory Requirements
Personal Banking
Credit Cards
Transaction Processing
Market Trends
Business Results
Operational Support
Relationship Management
Professional Presence

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