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Added 2 mins ago
SimCorp Dimensions Derivatives SME
Wilson
Canada
$80 to $100 CAD / hour
Contract
…derivatives processing and associated workflows, partnering with business stakeholders, technology teams, vendors, and project resources to deliver efficient and scalable solutions across…
Added 2 mins ago
Finance Co-op
Veolia | North America
Oakville, ON
Full-time
Currently enrolled in a bachelors program in Business Administration, Management, Finance, Accounting with a desire to become a CPA
Added 3 mins ago
Conseiller(ère) principal(e), Contrôle financier commercial /Senior Advisor, Commercial Controllership
Rio Tinto
Montreal, QC
Full-time
…Contrôle financier des groupes de produits, Partenaires d’affaires Finance et Services du Groupe.Cette occasion conviendra à une personne qui aime analyser des opérations commerciales…
Added 3 mins ago
Pega Lead Business Architect (LBA)
Astra-North Infoteck Inc. ~ Conquering today’s challenges, achieving tomorrow’s vision!
Mississauga, ON
Full-time
Lead business architecture, requirements, and functional solution design for enterprise Pega transformation initiatives in banking, serving as the bridge between business stakeholders and…
Added 3 mins ago
Manager, Controllership & Projects
Bell
Toronto, ON
Full-time
…transformative journey towards becoming trusted and valued business partner delivering Financial Results in an entirely new way through best in class people, processes and…
Added 4 mins ago
Sr. Team Leader, Wealth Client Services
CIBC
Toronto, ON
Full-time
…credit planning and cash management, wealth protection and business…
Added 4 mins ago
Senior Machine Learning Engineer- AIOS
Zafin
Toronto, ON
…use AI agents with confidence, accountability, and measurable business…
Added 4 mins ago
Senior Security Solution Architect - Tangerine
Scotiabank
Toronto, ON
…standards, and implemented in a practical way that supports business delivery while reducing…
Added 4 mins ago
Senior Service Representative, Global Trade Operations
BMO
Toronto, ON · YNG
Full-time
Processes transactions, audit/reconciliation activities and/or actions internal business partner and/or external customer inquiries/requests as defined by documented policies, processes and…
Added 4 mins ago
Senior Product Manager, Cross Platform Experience
Manulife
Toronto, ON · Waterloo, ON
Full-time
…stitching the member experience together across platforms, business units, and channels. This role ensures the end-to-end member journey is coherent, consistent, and scalable at the…
Added 4 mins ago
Solutions Architect
Prophix
Remote, Canada
Full-time · Remote
At Prophix, we’re building the platform that helps finance teams stop managing spreadsheets and start driving strategy. Prophix One™ brings planning, reporting, consolidation, and…
Added 4 mins ago
Manager, Provincial Grant Programs
Government of Alberta
AB
Drive for Results: Works to exceed goals and partner with others to achieve objectives
Added 16 mins ago
Director of Business Development, Sports and Entertainment
Compass Group Canada
Toronto, ON · Greater Toronto Area, Canada
Full-time
Partner closely with operations, culinary, marketing, finance, and venue leadership teams to create winning hospitality solutions tailored to each client’s vision and business objectives.
Added 16 mins ago
Senior Payroll Analyst
Federated Co-operatives Limited
Saskatoon, SK
Full-time
Partner with payroll and technical teams to resolve complex issues, implement process improvements, and escalate system needs.
Added 16 mins ago
Accountant
Altis
Mississauga, ON
$31 to $33 CAD / hour
Contract
…growth is actively supported. Working closely with experienced finance leaders and cross-functional partners, you will play a key role in maintaining financial accuracy while contributing…
Added 16 mins ago
Co-op Student, Internal Audit
WorkSafeBC
Richmond, BC
Full-time
…risk management and internal control in a rapidly changing business…
Added 16 mins ago
Vice President, Global Markets Business Control – Commodities
BMO Capital Markets
Toronto, ON
Full-time
The VP, GM Business Control – Commodities provides first-line business control coverage for Commodities across Global Markets, spanning physical and derivative activity in metals, energy,…
Added 16 mins ago
Senior Technical Manager, Commercial Management
WSP in Canada
Canada
Full-time
…high-performing teams, and help drive sustainable growth across WSP's…
Added 16 mins ago
Solutions Architect
Prophix
Toronto, ON · Etobicoke, ON
Full-time
At Prophix, we're building the platform that helps finance teams stop managing spreadsheets and start driving strategy. Prophix One™ brings planning, reporting, consolidation, and…
Added 18 mins ago
Manager, Process Owner CMO
Royal Bank of Canada
Toronto, ON
Full-time
…operations. You will design, optimize, and continuously improve business processes using Lean Six Sigma and process design methodologies, delivering AI-enabled automation while maintaining…
Added 18 mins ago
Senior Associate, Nexus, Investor Delivery - Private Equity
MUFG Investor Services
Toronto, ON · Halifax, Nova Scotia
$63,750 to $93,500 CAD / year
Full-time
Who are we? In a nutshell, MUFG Investor Services is part of the Mitsubishi UFJ Financial Group, and we partner with over 480 loyal global investment firms to provide them with…
Added 32 mins ago
Associate, Global Markets Corporate Banking
BMO Capital Markets
Toronto, ON
Full-time
…and account management of securitization and other structured finance transactions across a wide variety of asset classes, including, but not limited to, automobile loans and leases,…
Added 32 mins ago
Senior Associate, Nexus, Investor Delivery - Private Equity
MUFG Investor Services
Toronto, ON
$63,750 to $93,500 CAD / year
Full-time
Who are we? In a nutshell, MUFG Investor Services is part of the Mitsubishi UFJ Financial Group, and we partner with over 480 loyal global investment firms to provide them with…
Added 32 mins ago
Senior Corporate Auditor
Vaco by Highspring
Richmond, BC
$95,000 to $120,000 CAD / year
Full-time
…Company. Moreover, the Senior Corporate Auditor is expected to partner with Senior Management and all internal audit team members to drive the continuing success and growth of the function.…
Added 33 mins ago
Director, Growth Operations
Calian Group
Canada
Full-time
Partner with Growth, Finance, Marketing, IT, and Business Unit leaders to identify and resolve process gaps, improve accountability, and strengthen commercial execution.

BMO

Customer Service Representative

Montreal, QC, Canada

Pay: $35,500.00 - $55,000.00
Job type: Part-time
Apply by: Oct 10, 2026
Posting language: English
Posted: Sep 23, 2026

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Original job description

Application Deadline:

10/09/2026

Address:

38, Place du Commerce

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 advice on banking solutions. They also handle transactional requests, manage cash operations, 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
Sales
Cash handling
Problem solving
Interpersonal skills
Communication
Digital literacy
Risk management
Compliance
Relationship building
Team collaboration
Organization
Needs-based selling

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 Transactions
Relationship Management
Financial Advice
Credit Card Services

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