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Added 12 mins ago
T
Everyday Banking Representative
TEKsystems
Vancouver, BC
- $24 to $25 CAD / hour
- Contract
Proven ability in building rapport and maintain client relationships, preferably in the financial or service industry while working independently and as part of a team.
Added 27 mins ago
T
Financial Planner
TD
Toronto, ON
- Full-time
Are you a forward-thinking professional with a passion for empowering mass affluent clients through holistic financial planning and advice? If you thrive on making a meaningful impact and…
Added 27 mins ago
D
Personal Finance Advisor
Desjardins
Montreal, QC · Caisse Desjardins de Lachine
- Full-time
…members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals. You work closely with a client…
Added 27 mins ago
D
Wealth Management Advisor
Desjardins
Mirabel, QC · Caisse Desjardins de l'Envolée
- Full-time
…members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals. You work closely with a client…
Added 27 mins ago
C
Financial Services Representative
CIBC
Toronto, ON
- Full-time
…you’ll make a meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal…
Added 27 mins ago
C
Financial Service Representative
CIBC
Okotoks, AB
- Full-time
…you’ll make a meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal…
Added 27 mins ago
CF
Bilingual Client Services Representative
CI Financial
Toronto, ON
- Full-time
We are seeking a Bilingual Client Service Representative to join the CI Direct Trading Support team. In this role, you will help self-directed investors navigate their accounts, resolve…
Added 27 mins ago
B
Customer Service Representative - Mandarin Speaker
BMO
Toronto, ON
- Part-time
…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…
Added 27 mins ago
B
Customer Service Representative
BMO
Toronto, ON
- Part-time
…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…
Added 27 mins ago
B
DIRECTOR, GOVERNMENT FUNDS - Montreal, Ottawa & Toronto
BDC
Toronto, ON · Ottawa, ON · Montreal, QC
- Full-time
…It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to fuel the success of Canadian…
Added 27 mins ago
WC
Finance Manager, Investments
Westerkirk Capital
Victoria, BC
- $120,000 to $150,000 CAD / year
- Full-time
Reporting to the Director of Finance, the Finance Manager, Investments leads the accounting and financial reporting for Westerkirk’s investment entities. The role has broad exposure across…
Added 27 mins ago
NC
Manager, Business Analysis
NAV CANADA
Ottawa, ON
- Part-time
The role also requires regular collaboration with Labour Relations, including leading labour costing analysis and financial scenario development, analyzing proposals, and participating in…
Added 42 mins ago
AA
Sales Pro
Advance Auto Parts
Whitby, ON
- $19.75 to $23.7 CAD / hour
- Full-time
The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job, with or…
Added 42 mins ago
AA
Assistant general manager
Advance Auto Parts
Fredericton, NB
- $20.1 to $25.6 CAD / hour
- Full-time
Successful experience managing profitability; proven financial and business acumen
Added 42 mins ago
M
Manager, Affinity Advisor Marketing
Manulife
Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
Work with business teams to ensure clear understanding of financial targets and build into marketing planning process.
Added 57 mins ago
Director, Oracle ERP Product Management
First West
Langley (District), BC · Langley, BC
The Director, Oracle ERP Product Management provides strategic and enterprise leadership for Oracle ERP, Financial Services applications (OFSAA) and related systems across the IT…
Added 57 mins ago
FB
Sales Representative, Financial Services
Fairstone Bank
Winnipeg, MB
- Full-time
Join Fairstone as a Sales Representative, Financial Services and be part of our talented and growing team!
Added 57 mins ago
Supervisor, Golf Operations BraeBen
City of Mississauga
Mississauga, ON
Analyze financial statements and implement corrective actions aligned with budget goals to ensure financial stability and profitability.
Added 57 mins ago
MF
Trade Representative
MD Financial Management | Gestion financière MD
Calgary, AB
- Full-time
…the Team Lead, Client Services and Trade Centre, as a Trade Representative, you will be responsible for the effective facilitation of trade instructions and responding to on-line, telephone…
Added 1 hour ago
Inside Sales Representative
Univar Solutions
Edmonton, AB
The Inside Sales Representative is responsible for building Univar business partnerships and growing sales of existing Univar customers by gaining understanding of all aspects of the…
Added 1 hour ago
MF
Business Systems Analyst
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 1 hour ago
Geospatial Supervisor (Program Admin Officer 4)
The Government of Nova Scotia
Flexible, NS
Delivers prescribed outcomes for a designated area of financial control. Develops action plans to address budget and/or operational business plan deviations as they occur throughout the…
Added 1 hour ago
KC
Manager / Senior Manager, Restructuring & Turnaround
KPMG Canada
Montreal, QC
- Full-time
…companies are faced with these challenges, our team provides financial advisory services to lenders, management, boards of directors, regulators, and other key…
Added 1 hour ago
Mine Manager
JDS Energy & Mining
Marathon, ON
The Mine Manager is the senior site leader accountable for the total safe execution, performance, and financial profitability of the mining extraction site. This role directs all heavy…
Added 1 hour ago
Finance Manager, Investments
Westerkirk
Victoria, BC
Reporting to the Director of Finance, the Finance Manager, Investments leads the accounting and financial reporting for Westerkirk’s investment entities. The role has broad exposure across…

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 30, 2026
Posting language: English
Posted: Nov 6, 2026

Original job description

Application Deadline:

11/29/2026

Address:

383 Parliament 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 financial needs and providing guidance on banking solutions. 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 literacy, and a commitment to providing a personal customer experience.

Skills

Customer service
Financial solutions
Cash management
Needs-based selling
Digital literacy
Problem solving
Interpersonal skills
Communication
Risk management
Regulatory compliance
Team collaboration
Organization
Banking transactions
Referral initiation
Operational support

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 Handling
Risk Management
Compliance
Digital Banking
Sales
Referrals
Inventory Management
Treasury
Money Laundering Reporting
Banking Products
Credit Cards
Personal Banking
Operational Support
Service Level Agreements
Market Trends
Regulatory Environment
Professional Presence

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