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Director, Office North America Workplace Services
BMO
Toronto, ON · YNG
- Full-time
Under the direct supervision of the Head, Global Workplace Services, this role is accountable for the strategic leadership, operational oversight and performance of the facilities related…
Added 30 mins ago
PC
Transfer Pricing - Financial Transactions, Manager
Pwc Canada
Toronto, ON
- Full-time
A career within Transfer Pricing services, will provide you with the opportunity to help our clients develop compliant, tax efficient structures that help advance their business goals.…
Added 59 mins ago
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Manager, Supply Chain
Worley
Calgary, AB · Edmonton, AB
- Full-time
…procurement and construction across the project lifecycle, with services extending through to operations and decommissioning. Leveraging extensive experience and AI-enabled delivery, we…
Added 59 mins ago
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Contracts Manager- Mining
Fluor
Vancouver, BC
- Full-time
This exciting position will serve as a Senior Contracts Manager on medium to large-sized EPC/EPCM projects.
Added 59 mins ago
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Senior Personal Banker Trainee – Home Borrowing - Cantonese and/or Mandarin are considered an asset
TD
Calgary, AB
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 59 mins ago
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Consultant Business Systems
HSBC
Toronto, ON
- Full-time
In Canada, HSBC Global Services (Canada) Limited (HGCA) is a wholly owned subsidiary of HSBC Global Services Limited. Operating in Toronto, HGCA is part of a global service company,…
Added 1 hour ago
HI
Project Manager 6 months contract
HRbrain Inc.
Montreal, QC
- Contract
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Added 1 hour ago
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Digital Product Manager
Insight Global
Toronto, ON
- $70 to $78 CAD / hour
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Indirect Tax, Recovery Data Analytics
PwC Canada
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Senior Manager Solution Architect
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- Full-time
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Added 1 hour ago
Assistant Manager, Reconciliation Operations (GWO)
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Toronto, ON
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TC
Senior Fund Accountant, Fund Accounting – Hedge Funds
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Citco is a global leader in fund services, corporate governance and related asset services with staff across 50 office locations worldwide. With more than $3 trillion in assets under…
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Manager, Consulting - Human Resources
MNP
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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 2 hours ago
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Manager, Core Tax
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Toronto, ON
- Full-time
The A&M Tax Canada Team offers comprehensive tax advisory services to clients in various sectors and industries. With a deep understanding of the Canadian tax landscape, the team helps…
Added 2 hours ago
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Manager, Core Tax
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Financial Analyst
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Manager, Core Tax
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Assistant Branch Manager
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…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
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Senior Personal Banker - Home Borrowing
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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 5, 2026
Posting language: English
Posted: Nov 3, 2026

Original job description

Application Deadline:

11/04/2026

Address:

7140 Scott Road/120 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 executing 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 solutions
Cash management
Needs-based conversation
Digital literacy
Problem solving
Interpersonal skills
Communication
Organization
Collaboration
Risk management
Compliance
Sales
Transaction processing

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 Services
Cash Reconciliation
Risk Management
Compliance
Digital Banking
Sales
Referrals
Inventory Management
Money Laundering Reporting
Banking Regulations
Personal Banking
Credit Cards
Operational Support

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