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Added 3 mins ago
MC
Member Services Representative - Part-Time - Fonthill Branch
Meridian Credit Union
ON · Fonthill, ON
- $45,000 to $49,000 CAD / year
- Part-time
…patience and empathy. While positioning Meridian’s products and services to add value to our Members financial…
Added 3 mins ago
R
Senior Relationship Manager, Commercial Financial Services
RBC
Ottawa, ON
- Full-time
Deep products and services knowledge dependent on industry specialization
Added 3 mins ago
R
Associate Portfolio Manager
RBC
Waterloo, ON
- Full-time
…Consulting, Investment Management, Private Banking, Product…
Added 3 mins ago
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Manager, Operations II
RBC
Toronto, ON
- Full-time
RBC Dominion Securities provides comprehensive services in commodity and financial futures including professional advice and trade execution. Access is provided to most commodity futures…
Added 3 mins ago
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Team Operations Lead
RBC
Vernon, BC
- Full-time
…executing activities and client contact as per the portfolio manager’s business plan, client service plan, and review…
Added 18 mins ago
B
Property Manager
BGIS
Regina, SK
- Full-time
The Property Manager position supports and assists in the management of commercial real estate in accordance with the Management Agreements. The Property Manager is involved in all aspects…
Added 18 mins ago
CI
Payroll Manager
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- Full-time
Based in Canadian Headquarters you will work as part of a 22-person North American Shared Services HR Team (called the Regional Center of Excellence (RCoE)), who provide HR and Payroll…
Added 19 mins ago
HI
Accounting and Compliance Manager
HUB International
Chilliwack, BC
- $100,000 to $130,000 CAD / year
- Full-time
Collaborate with other HFC leaders to drive overall success of our shared services center.
Added 19 mins ago
SW
Technical Inside Sales Representative
Stormtec Water Management
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- Full-time
…site logistics, and bypass operations while contributing to shared team…
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Supervisor, Workplace Services
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Calgary, AB
Reporting to the Senior Manager, Talent and Experience, the Supervisor, Workplace Services plays a key
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Yard Shipper/Receiver
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Camrose, AB
Reporting to the Yard Manager, the Yard Shipper/Receiver plays a critical role in the day-to-day success of the Farm Store. In this hands-on role, you will receive and organize inventory,…
Added 19 mins ago
Facilities Administrator
Trans Mountain
Calgary, AB
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Added 19 mins ago
Postmaster - Corporate Provided Premises (Grade Office)
Canada Post - Postes Canada
Conche, NL
…The Postmaster, reporting to the Superintendent/Local Area Manager, is responsible for promoting and selling postal products and services to the public and businesses in the community. As…
Added 34 mins ago
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Senior Manager, Credit Risk Learning
BMO
Toronto, ON · FCP
- Full-time
…Credit Risk, wholesale/commercial banking, lending or financial-services risk-learning experience is preferred, but credit adjudication experience is not…
Added 34 mins ago
B
Senior Relationship Manager
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- Full-time
Senior Relationship Manager, Commercial Banking, Diversified Industries
Added 34 mins ago
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Regional Compliance Officer - NBSL
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- Full-time
5-7+ years of experience in Risk Management, Compliance, Operational Risk, AML, Audit, Regulatory Governance, Controls Oversight, or a related discipline within financial services.
Added 34 mins ago
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BMO
Calgary, AB · CALG
- Full-time
Support IA’s in individual client investment needs to provide professional, customized investment-related advise, sales and services.
Added 34 mins ago
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Added 34 mins ago
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Added 34 mins ago
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Customer Service Representative
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Trail, BC
- Part-time
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Added 34 mins ago
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London, ON · Montreal, QC
Reporting to the Administration Manager, the Customer Processing Representative provides administrative support for Group Retirement Plans, including RRSPs, RPPs, DPSPs, and non-registered…
Added 49 mins ago
CL
Customer Processing Representative (Bilingual)
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- Full-time
Reporting to the Administration Manager, the Customer Processing Representative provides administrative support for Group Retirement Plans, including RRSPs, RPPs, DPSPs, and non-registered…
Added 49 mins ago
LH
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Added 49 mins ago
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Added 49 mins ago
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BMO

Personal Banking Associate

Richmond, BC, Canada

$35,500.00 - $65,000.00 · Full-time

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Job details

Pay: $35,500.00 - $65,000.00
Job type: Full-time
Apply by: Nov 20, 2026
Experience: Typically between 1 – 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Posting language: English
Posted: Nov 3, 2026

Original job description

Application Deadline:

11/19/2026

Address:

3880 No 3 Road, Unit 100

Job Family Group:

Retail Banking Sales & Service

Understands customer needs and provides credit and lending-related sales and service to BMO customers or prospects. Advises customers on lending/credit strategies and products that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed.

Integrates marketing promotions and programs into customer conversations when appropriate.
Delivers exceptional customer service that builds trust through expertise, providing responsive service and support.
Probes to understand customer needs and provides advice related to personal banking and lending strategies in the best interests of the customer.
Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.
Handles incoming calls in an informed, professional, and efficient manner.
Escalates complex or unresolved customer situations to managers as required.
Performs any required activities to ensure customer’s requests are accurately processed.
Collaborates with internal and external stakeholders in order to deliver on business objectives.
Manages all transactional outcomes of customer calls or refers to appropriate internal business groups.
Maintains the confidentiality of customer and Bank information.
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions.
Completes complex & diverse tasks within given rules/limits.
Analyzes issues and determines next steps; escalates as 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:

Typically between 1 – 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Knowledge of personal banking products.
Knowledge of competitive marketplace and trends in product offerings.
Knowledge of contact centre operational processes and policies.
Knowledge of call centre technology, processes and metrics.
Basic specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.

Salary:

$35,500.00 - $65,000.00

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

Advise customers on personal banking, credit, and lending products and strategies, while delivering responsive service and processing customer requests accurately. Identify referral opportunities, manage call outcomes, protect confidential information, and comply with regulatory, anti-money-laundering, and risk-management requirements.

Requirements

Typically requires 1–2 years of relevant experience and a post-secondary degree in a related field, or an equivalent combination of education and experience; a related degree is desirable. Candidates should know personal banking products, competitive offerings, and contact-centre operations, and have good communication, organization, collaboration, analytical, and problem-solving skills.

Skills

Personal Banking Products
Credit And Lending
Customer Service
Sales
Verbal Communication
Written Communication
Organization
Collaboration
Teamwork
Analytical Skills
Problem Solving
Contact Centre Operations
Call Centre Technology
Regulatory Compliance
Anti-Money Laundering
Risk Management

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

Personal Banking
Retail Banking
Credit
Lending
Customer Needs
Sales And Service
Customer Referrals
Marketing Promotions
Customer Support
Incoming Calls
Contact Centre Operations
Call Centre Technology
Call Centre Metrics
Personal Banking Products
Competitive Marketplace
Anti-Money Laundering
Terrorist Financing
FCAC Requirements
Privacy Act
Regulatory Compliance
Risk Management Framework
Risk Appetite
Confidentiality
Escalation
Stakeholder Collaboration

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