Customer Service Representative
Customer Service Representative – Part Time
BMO’s Personal Banking team is expanding in the Lower Mainland and seeks a customer‑focused Advisor to work 18‑24 hours per week. You will enhance customer experiences while supporting branch sales and operations.
Responsibilities- Identify customer needs and initiate referrals to BMO colleagues.
- Support customer requests for banking services, including handling transactions and inquiries.
- Welcome customers warmly and perform banking transactions with seamless execution.
- Offer advice and guidance on digital and self‑serve options to simplify banking.
- Review customer profiles and engage in needs‑based conversations to identify opportunities and address everyday banking plans and credit card needs.
- Escalate complex or unresolved situations to management as required.
- Contribute to branch business results and overall customer experience.
- Support operational activities such as inventory management, filing, opening and closing activities.
- Manage, load, and reconcile cash transactions between treasury and branch units.
- Execute routine tasks within relevant service level agreements.
- Act as a key member of a collaborative branch and market team.
- Probe to understand customer personal banking and credit card needs and integrate marketing promotions into conversations.
- Organize work information to ensure accuracy and completeness.
- Initiate creative approaches that make each customer’s experience feel personal.
- Identify ways to improve the overall customer experience.
- Assist when required across multiple branches or channels; work schedule may vary weekly.
- Follow risk and compliance processes to safeguard customer assets and privacy.
- Stay current with financial services marketplace, legal and regulatory environment, and ethical standards.
- Maintain current knowledge of personal banking products and integrate them into conversations.
- Identify and report suspicious patterns related to money‑laundering.
- Comply with legal and regulatory requirements of the jurisdiction.
- Protect the Bank’s assets in compliance with all regulatory and ethical requirements.
- Complete standardized tasks under supervision and solve problems within limits, escalating when necessary.
- Broader work or accountabilities may be assigned as needed.
- No prior experience necessary; a post‑secondary degree or certification in a related field is desirable.
- High‑level knowledge of personal, commercial and partner offers, and how each can serve customers’ needs.
- Confidence and experience using social media, tablets, smartphones, online tools and applications.
- Ability to help customers unfamiliar with digital applications gain confidence and understand their benefits.
- Professional presence and strong interpersonal skills.
- Basic knowledge of specialized sales and business banking solutions for referral to specialists.
- Passion for customer service and commitment to a personal experience.
- Resourceful self‑starter with courage and confidence to engage customers.
- Readiness to collaborate and work in different capacities as part of a team.
- Strong listening, problem‑solving and flexible creative response to new challenges.
- Basic organization and collaboration skills (business environment).
- Verbal and written communication skills – basic business environment.
- Language skills: fluency in English required; additional fluency in Mandarin, Punjabi, Hindi, Cantonese, Italian, Vietnamese, or Farsi is an asset.
Salary range: $34,750.00 – $47,250.00 per year (salaried; part‑time role pro‑rated based on hours worked). Commission structure may apply. BMO offers health insurance, tuition reimbursement, accident and life insurance, retirement savings plans, and other performance‑based incentives. Benefits details can be viewed at
About BMOAt BMO the purpose is:
Boldly Grow the Good in business and life
. We innovate, collaborate and push boundaries to transform lives and businesses while powering economic growth worldwide.
BMO is committed to an inclusive, equitable and accessible workplace. We provide accommodations upon request for candidates during all stages of the selection process. To request accommodation, please contact your recruiter.
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