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Added 12 mins ago
K
Account Manager
Kaseya
Toronto, ON
- Full-time
Customer Engagement & Relationship Building: Ignite and build strong relationships with existing MSP customers - especially those with low engagement - connecting with key decisionmakers…
Added 13 mins ago
T
Analyst - Real Estate Property Brokerage
TD
Toronto, ON
- Full-time
…global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse…
Added 13 mins ago
AW
Compliance Officer, Temporary - 12 Months
Aviso Wealth
Remote, Canada
- $83,000 to $90,000 CAD / year
- Temporary
- Remote
Reporting to the Senior Manager, Branch Examination, the Compliance Officer is responsible for conducting onsite and/or remote branch and sub-branch examinations of CIRO dealer business…
Added 28 mins ago
CC
Retail Shift Leader
Canna Cabana
Lacombe, AB
- Part-time
Oversee the responsibilities of the Store Manager in the absence of SM or ASM
Added 43 mins ago
LC
Business Relationship Manager - Waterloo
Libro Credit Union
Waterloo, ON
- Full-time
The Role: The Business Relationship Manager (BRM) is a critical role within Libro Credit Union, responsible for managing and growing a portfolio of business Members by delivering…
Added 43 mins ago
WC
On Site Solutions Associate
White Cap Canada
AB · Edmonton, AB
- Full-time
The White Cap family is committed to Building Trust on Every Job. We do this by being deeply knowledgeable, fully capable, and always dependable, and our associates are the driving force…
Added 43 mins ago
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Facility Supervisor
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Lethbridge, AB
- Full-time
…Coordinators, Property Service Coordinators, Admin Assistants, Facility Manager I…
Added 43 mins ago
2L
Sales Account Manager
247 Labs
Toronto, ON
- Full-time
Role Description The Sales Account Manager is a full-time, on-site role based in Toronto, ON. This position is responsible for managing client accounts, building long-term relationships,…
Added 43 mins ago
F
Director, Measurement & Analytics
Flywheel
Toronto, ON
- Full-time
Flywheel’s suite of digital commerce solutions accelerate growth across all major digital marketplaces for the world’s leading brands. We give clients access to near real-time performance…
Added 43 mins ago
B
Facility Manager III
BGIS
Mississauga, ON
- Full-time
…drive innovation for our clients’ businesses. Globally, we manager over 320 million square feet of client portfolios across 30,000+ locations in North America, Europe, Middle East,…
Added 43 mins ago
A
Compliance Officer, Temporary - 12 Months
Aviso
Vancouver, BC
- $83,000 to $90,000 CAD / year
- Temporary
Reporting to the Senior Manager, Branch Examination, the Compliance Officer is responsible for conducting onsite and/or remote branch and sub-branch examinations of CIRO dealer business…
Added 43 mins ago
OM
Coordinator, Performance
Omnicom Media
Vancouver, BC
- Full-time
…foundational role in campaign setup, optimization, and reporting while building a strong understanding of platform capabilities, audience targeting, and performance…
Added 43 mins ago
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Territory Manager - British Columbia
Rayner
Vancouver, BC
- Full-time
Customer Focus – Building strong customer relationships and delivering customer-centric solutions
Added 43 mins ago
RS
Building Attendant
Rundle Schools
Calgary, AB
- Full-time
Rundle is seeking a Building Attendant to support our facilities team. This position is responsible for proper security, cleaning, and various maintenance tasks at the school buildings and…
Added 43 mins ago
MM
Head of People
Martell Media
Kelowna, BC
- Full-time
The Martell Group is a fast-growing group of companies focused on building people, brands, and ventures that create meaningful impact. Across its businesses, the team combines audience,…
Added 58 mins ago
SL
Engineering Manager
Strescon Limited
Saint John, NB
- Full-time
As Engineering Manager, you will provide strategic and technical leadership to a team of engineers responsible for delivering safe, efficient, and innovative precast and prestressed…
Added 58 mins ago
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Registered Nurse, PATH
Fraser Health
Surrey, BC
- Full-time
The PATH Unit is ideal for nurses who enjoy problem-solving, building relationships with patients and families, and working in a fast-paced environment where every day brings new challenges…
Added 1 hour ago
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Project Manager
ERCO Worldwide
Saskatoon, SK
- Full-time
…Chlorine Dioxide technology in the world, we are devoted to building genuine customer relationships and delivering innovative, sustainable chemical solutions that improve lives and the…
Added 1 hour ago
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Senior Finance Analyst, Operations Finance & Analytics
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- Full-time
Collaborative, team-oriented, and solutions-driven
Added 1 hour ago
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Engineer-in-Training (EIT), Calgary
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Calgary, AB
- Full-time
…midstream engineering projects across the region. We focus on building lasting relationships with clients by providing industry-leading project solutions that are customer-centric and…
Added 1 hour ago
CW
Account Representative / Account Manager / Project Manager
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Burnaby, BC
- $55,000 to $80,000 CAD / year
- Full-time
City Wide Facility Solutions is a leader in the building maintenance industry serving the more than 110 territories across Canada and the US. Our mission includes a dedication to serving…
Added 1 hour ago
M
Project Manager, Engineering, Alberta
Midwest
Calgary, AB
- Full-time
…midstream engineering projects across the region. We focus on building lasting relationships with clients by providing industry-leading project solutions that are customer-centric and…
Added 1 hour ago
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Category Manager - Engineered Materials / Fastening Systems
White Cap Canada
Vaughan, ON
- Full-time
The White Cap family is committed to Building Trust on Every Job. We do this by being deeply knowledgeable, fully capable, and always dependable, and our associates are the driving force…
Added 1 hour ago
HI
Patient Care Coordinator/LPN
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- Full-time
As the Client Care Manager, you will build and maintain meaningful relationships with clients and their families, coordinate all aspects of client care including introductions between…
Added 1 hour ago
M
Project Manager, Alberta
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- Full-time
…our eight offices in Saskatchewan and Alberta. We focus on building lasting relationships with clients by providing industry-leading project solutions that are customer-centric and…

BMO

Customer Service Representative

Orillia, ON, 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: Nov 16, 2026
Posting language: English
Posted: Oct 30, 2026

Original job description

Application Deadline:

11/15/2026

Address:

285 Coldwater Road West

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 Customer Service Representative delivers exceptional service by identifying customer needs, providing financial advice, and executing banking transactions. They also collaborate with branch teams to meet business objectives while ensuring compliance with risk and regulatory policies.

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 passionate commitment to helping customers.

Skills

Customer service
Financial advice
Cash management
Needs-based selling
Digital literacy
Problem solving
Interpersonal skills
Communication
Organization
Collaboration
Risk management
Compliance
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
Digital Banking
Risk Management
Compliance
Money Laundering Reporting
Sales
Credit Cards
Inventory Management
Service Level Agreements
Banking Transactions
Relationship Management
Professional Presence
Business Banking
Market Trends
Regulatory Environment
Operational Support
Financial Services

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