BMO Financial Group

Retail Banking

CustomerServiceRepresentative

$35–47k Surrey, British Columbia, Canada PART TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Entry candidates.

The Brief

“Customer Service Representative at BMO Financial Group. Skills: customer service, financial advice, transaction processing. Deliver exceptional service to customers. Identify customer needs”

What You'll Achieve.

Achieve overall business objectives; Contributes to meeting branch business results; Contributes to business results and the overall experience delivered

Industry & Context.

Retail Banking
Problems you'll solve

An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges; Performs initial problem solving within given rules/limits

Eligibility Requirements

Candidates should be flexible to work within branch hours, Available for 3-5 days per week, Availability from Monday to Saturday, May work at multiple branches or through various channels, Market work schedule may differ from week to week

What They're Looking For.

Must Have

Basic knowledge learned on the job, Verbal & written communication skills - Basic, Organization skills - Basic, Collaboration & team skills - Basic

Nice to Have

Post-secondary degree or certification in related field of study is desirable, Fluency in English and Spanish

What You'll Do.

Deliver exceptional service to customers

Identify customer needs

Provide advice and guidance

Initiate referrals to colleagues

Support customer requests

Handle transactions and inquiries

Welcome customers warmly

Meet banking service needs

Offer advice on digital options

Engage customers in conversations

Address everyday banking plans

Escalate complex situations

Contribute to meeting branch results

Support operational activities

Manage cash transactions

Reconcile cash transactions

Execute routine tasks

Probes to understand needs

Integrate marketing promotions

Organize work information

Find creative approaches

Contribute to improvement

Follow risk and compliance processes

Keep current with marketplace

Maintain knowledge of products

Identify suspicious patterns

Comply with legal requirements

Protect Bank's assets

Complete standardized tasks

Perform initial problem solving

How You'll Work.

Team & Collaboration

Works collaboratively within the branch; Works through various channels with BMO partners; Acts as a key member of a collaborative and versatile branch and market team; Readiness to collaborate and work in different capacities as part of a team

Communication Scope

Verbal & written communication skills - Basic

Full Job Description

Application Deadline: 06/19/2026 Address: 13745 George Junction Job Family Group: Retail Banking Sales & Service **NOTE: Part time role, Minimum of 11.25 hours per week, Candidates should be flexible to work within branch hours and available for 3-5 days per week.** **Fluency in English and Spanish preferred.** **This role requires availability from Monday to Saturday.** 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 cus

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