Customer Service Representative

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. We are growing at BMO! With a few new branches in the Lower Mainland to open this year, we are looking to hire exceptional, results‑oriented advisors to join BMO's award‑winning Personal Banking team.

Part‑Time Customer Service Representative (18–24 hours per week) amplifies your sales and customer service superpowers to deliver exceptional service to existing and prospective customers. BMO will work with you to develop and hone your skills, allowing you to feel rewarded for making a real difference in people's lives. You will enjoy a competitive salary, additional compensation incentives, health benefits, pension, employee banking, and so much more.

Fluency in English is required; additional fluency in Mandarin, Punjabi, Hindi, Cantonese, Italian, Vietnamese, and/or Farsi are assets.

• 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.
• 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.
• Executes routine tasks 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.
• 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; schedule may differ week to week.
• Follows through on risk and compliance processes and policies to ensure safeguarding customers’ assets, privacy, and best interests.
• Keeps current with the wider financial services marketplace, legal and regulatory environment, and our commitment to uphold the highest ethical standards.
• Maintains current knowledge of personal banking products and integrates into customer conversations.
• Identifies and reports suspicious patterns of activity 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.

• 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.
• 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…