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Added 1 min ago
IO
Vice President, Global Expansion (FTE)
Invest Ottawa
Ottawa, ON
- Full-time
Added 1 min ago
TH
Merchandising Execution Associate Part Time (COLLINGWOOD)
The Home Depot
Collingwood, ON
- Part-time
Partner with store leadership to markdown all damaged or un-sellable merchandise
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Community Enablement Specialist, Video (Askuity division)
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Toronto, ON
- Full-time
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M
Senior Customer Success Manager
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- Full-time
- Remote
Partner closely with technical delivery, security, operations, and commercial leaders to remove blockers and improve the customer journey.
Added 1 min ago
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Senior People and Culture Operations Partner
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- Full-time
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Advanced DevOps Engineer - EA Sports Tech
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You will partner with the Operations Development Director and Technical Leadership to estimate, plan, and implement projects while delivering exceptional results. You have demonstrated…
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Senior Business Analyst, Easy Trade
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- Full-time
Partner with Change Management teams to identify stakeholder impacts and support adoption, operational readiness, and transition planning
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- Full-time
Partner with Data Steward and governance teams to align to enterprise data policies
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Customer Experience Associate
TD
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…refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
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Customer Experience Associate - Cantonese or Punjabi Language Skills an Asset
TD
Vancouver, BC
- Part-time
…refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
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Personal Banking Associate - Montreal-North Branch
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Montreal, QC
- Full-time
…refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
Added 1 min ago
Senior Media Planner
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WPP is the trusted growth partner for the world’s leading brands. With exceptional talent, trusted data and intelligence, and world-class partnerships – all united by our pioneering agentic…
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SL
Director, Corporate Operational Risk Management
Sun Life
Toronto, ON · Sun Life Toronto One York
- Full-time
· Partner closely with BGROs and First Line operational risk teams to support effective rollout and adoption of program enhancements, tools, and methodology changes.
Added 1 min ago
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Financial Services Associate, Imperial Service
CIBC
Niagara Falls, ON · Niag.Falls-Lundys Lane&Leonard
- Full-time
As a member of the Personal and Business Banking Team, you’ll partner with Financial Advisors to help high value clients secure their futures. As a Financial Services Associate in the…
Added 1 min ago
C
Administrative Assistant - Mandarin Speaking (12 month Contract)
CIBC
Toronto, ON
- Full-time
You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partner. You build trust through respect and authenticity.
Added 16 mins ago
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Senior Full Stack Engineer
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- $180,000 to $230,000 CAD / year
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Added 16 mins ago
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Marketing Communications Associate
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Added 16 mins ago
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Laboratory Technician
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Partner with Operators, Process Engineers, Facility Engineers, and Site Management.
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Legal Counsel (Technology) (3 - 6 years’ experience in IT Law)
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…the technology team and other business groups as a trusted partner, you will have the opportunity to advise and participate in strategic discussions. This position is hybrid (in office…
Added 16 mins ago
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…equity ownership. We are seeking a Chief Financial Executive to partner with the CEO and management team to catapult the business to the next…
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- $70,000 to $75,000 CAD / year
- Full-time
As an Account Manager - PR, your job is to partner with clients to relentlessly pursue innovative creative thinking, with a focus on identifying and leveraging new trends, executing…
Added 16 mins ago
DI
AWS CloudOps Manager (1899) $150K
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- Full-time
Partner with Security and Compliance teams on cloud governance, access controls, and audit readiness.
Added 16 mins ago
ER
Human Resources Manager
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ON · Greater St-Catharines-Niagara Metropolitan Area
- $80,000 to $100,000 CAD / year
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Partner with department heads to build performance improvement plans (PIPs), succession plans, and professional development paths.
Added 16 mins ago
IC
Account Supervisor CRM
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BMO

Customer Service Representative

Waterloo, 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 23, 2026
Posting language: English
Posted: Nov 6, 2026

Original job description

Application Deadline:

11/22/2026

Address:

200 Northfield Drive 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 financial needs and providing guidance on banking solutions. They also handle daily operational tasks, including cash transactions, inventory management, and supporting digital service adoption.

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 selling
Digital literacy
Interpersonal skills
Problem solving
Communication
Risk management
Regulatory compliance
Team collaboration
Inventory management
Transaction processing
Relationship building

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Retail Banking
Customer Experience
Financial Services
Cash Reconciliation
Digital Banking
Risk Management
Compliance
Anti-Money Laundering
Sales
Referrals
Inventory Management
Transaction Processing
Relationship Management
Banking Products
Credit Cards
Personal Banking
Operational Support
Service Level Agreements
Market Trends
Professional Presence

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