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Added 23 mins ago
T
Senior Personal Banker Trainee – Home Borrowing - Cantonese and/or Mandarin are considered an asset
TD
Calgary, AB
- Full-time
Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit…
Added 23 mins ago
H
Consultant Business Systems
HSBC
Toronto, ON
- Full-time
Markets & Securities Services (MSS) provides financial services and products to corporates, governments and institutions worldwide, building partnerships with them to help them achieve…
Added 23 mins ago
V
Spec, Procurement
Vale
Canada
- Full-time
This is a permanent position reporting to the Manager, Supply Chain Governance, Controls and Inventory Strategy. The Specialist will play a key role within Vale Base Metals' Procurement and…
Added 23 mins ago
V
Specialist, Technical - Business Planning Architecture
Vale
Canada
- Full-time
Act as an active project manager for the cycle: manage the calendar, milestones, dependencies and governance forums, keeping pace and alignment across stakeholders.
Added 39 mins ago
PV
Permanent full-time (7.5 hrs per day) Administrative Assistant
Prairie Valley School Division
White City, SK
- Full-time
Preparing and coding invoices and purchasing card transactions and performing other financial/accounting functions for school-based budget allocations and school generated funds in an…
Added 39 mins ago
HI
Project Manager 6 months contract
HRbrain Inc.
Montreal, QC
- Contract
Need a highly organized and skilled Project Manager to oversee and support two small projects simultaneously under P&BB (Personal and Business Banking). The ideal candidate will be…
Added 53 mins ago
IG
Digital Product Manager
Insight Global
Toronto, ON
- $70 to $78 CAD / hour
- Contract
Experience within financial institutions/bank
Added 53 mins ago
HI
Product Owner ( Spanish Speaker )
HRbrain Inc.
Toronto, ON
- Full-time
As Senior Manager, Business Digital Enablement CRM Solutions, you will contribute to the oversight and strategic design of CRM primary product capabilities in IB Retail & Digital Banking,…
Added 53 mins ago
PC
Indirect Tax, Recovery Data Analytics
PwC Canada
Vancouver, BC
- Full-time
Working knowledge of GST/HST, QST and provincial sales taxes, and how indirect taxes are recorded in financial systems
Added 54 mins ago
PC
Digital Assurance & Transparency Senior Associate
Pwc Canada
Vancouver, BC
- Full-time
…design, documentation, and operations of controls around the financial reporting process, including financial business process and Information Technology management…
Added 1 hour ago
Assistant Manager, Reconciliation Operations (GWO)
Scotiabank
Toronto, ON
The Assistant Manager, in Reconciliation Operations is responsible for providing support to a team of subject matter experts in supporting the Branch and units within Global Operations in…
Added 1 hour ago
F
Responsable de projets - Expériences Fever Originals
Fever
Montreal, QC
- Full-time
Added 1 hour ago
TC
Senior Fund Accountant, Fund Accounting – Hedge Funds
The Citco Group Limited
Toronto, ON
- Full-time
Fund Administration is Citco’s core business, and our alternative asset and accounting service is one of the industry’s most respected. Our continuous investment in learning and technology…
Added 1 hour ago
M
Manager, Consulting - Human Resources
MNP
Vancouver, BC
- Full-time
Make an impact with our Executive Search & Recruitment team as a Manager. As a trusted advisor, you will partner with clients to identify, attract and assess executive, senior leadership…
Added 1 hour ago
RP
Senior Accountant to Manager (Public Practice)
RECRUITMENT PARTNERS INC.
Calgary, AB
- Full-time
Progressive public practice accounting experience at the Senior Accountant, Assistant Manager, or Manager level
Added 1 hour ago
RP
Jr Project Controls Analyst
RECRUITMENT PARTNERS INC.
Calgary, AB
- Contract
Reporting directly to the Manager of Project Support, you will focus on core financial monitoring, SAP project setup, monthly cost reporting, and change control management throughout the…
Added 1 hour ago
AT
Credit Analyst / Analyste Crédit
Allianz Trade in North America
Montreal, QC
- Full-time
3 -5 years experience in credit analysis, financial management, accounting, business analysis or related fields
Added 1 hour ago
CA
Financial Analyst
Centurion Associates Inc
Toronto, ON
- Full-time
Reporting to the Director of Finance, the Financial Analyst is responsible for performing corporate finance and accounting duties, including assisting with the preparation of internal and…
Added 1 hour ago
B+
Accounting Analyst
Bausch + Lomb
Toronto, ON · Greater Toronto Area, Canada
- Full-time
The Accounting Analyst, reporting directly to the Senior Manager, General Accounting, is responsible for processing monthly, quarterly, and annual accounting activities. In this role, the…
Added 1 hour ago
RP
Manager, Financial Reporting
RECRUITMENT PARTNERS INC.
Calgary, AB
- Full-time
Our client is seeking a Manager, Financial Reporting to lead the preparation, analysis, and accuracy of financial reporting within a complex, multi‑entity environment. This role ensures the…
Added 1 hour ago
LP
Revenue Coordinator - Elmhurst, Illinois
LAZ Parking
Burlington, ON
- $26 to $28 USD / hour
- Full-time
…department and operational teams in ensuring accuracy in reporting financial information in a timely and accurate manner. The Revenue Coordinator reviews and approves reports and creates…
Added 1 hour ago
RP
Manager of Accounting
RECRUITMENT PARTNERS INC.
Calgary, AB
- Full-time
Our Calgary-based client is seeking an experienced Accounting Manager to join their growing Finance team. Reporting directly to the Controller, the Accounting Manager will play a key role…
Added 1 hour ago
R
Assistant Branch Manager
RBC
Pointe-Claire, QC
- Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team sales…
Added 1 hour ago
T
Personal Banker - Pointe-Claire, Hymus (Full Time)
TD
Pointe-Claire, QC
- Full-time
Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit…
Added 1 hour ago
T
Senior Personal Banker - Home Borrowing
TD
Mission, BC
- Full-time
Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit…

BMO

Customer Service Representative

Surrey, 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 20, 2026
Posting language: English
Posted: Nov 3, 2026

Original job description

Application Deadline:

11/19/2026

Address:

10455 152nd 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

Serve customers by handling banking transactions and inquiries, identifying their personal banking and credit card needs, and providing relevant advice or referrals. Support branch operations, manage cash activities, follow risk and compliance procedures, and contribute to business results and a positive customer experience.

Requirements

No prior experience is necessary; a post-secondary degree or certification in a related field is desirable. Candidates should demonstrate customer-service commitment, interpersonal and communication skills, basic banking knowledge, digital confidence, problem-solving ability, and readiness to collaborate with a flexible branch team.

Skills

Customer Service
Needs-Based Selling
Banking Transactions
Customer Relationship Building
Active Listening
Problem Solving
Digital Banking Guidance
Personal Banking Knowledge
Credit Card Knowledge
Cash Handling and Reconciliation
Risk and Compliance
Money Laundering Awareness
Communication
Organization
Team Collaboration
Referral Generation

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 Service
Personal Banking
Credit Cards
Banking Transactions
Customer Inquiries
Needs-Based Conversations
Financial Solutions
Digital Banking
Self-Service Banking
Customer Referrals
Cash Management
Cash Reconciliation
Branch Operations
Inventory Management
Service Level Agreements
Risk Management Framework
Risk Appetite
Regulatory Compliance
Privacy Protection
Anti-Money Laundering
Suspicious Activity Reporting
Marketing Promotions
Customer Experience
Social Media
Tablets
Smartphones
Online Tools
Team Collaboration

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