BMOBM

Customer Service Representative

The Bank of Montreal (BMO) is a Canadian multinational investment bank and financial services company, and the eighth largest bank in North America by assets, serving over 13 million customers. Founded in 1817, it is Canada's oldest bank and offers a wide range of personal and commercial banking, wealth management, and investment banking services.

BMO

Employee count: 5000+

Salary: 42k-78k USD

Canada only

Application Deadline:

04/24/2025

Address:

VIRTUAL(R)59 - REMOTE/TELETRAVAIL - ON - BMO

Job Family Group:

Customer Shared Services

BMO's Wealth Operations team is looking for an experienced individual in Investments with strong customer service skills, working in a Call Centre environment.

This Opportunity is for the Evening shift from 9:30am to 6:00pm Monday to Friday.

Provides first and/or second level business support, advice, and guidance to sales and service colleagues (i.e. Business Help Desks). Acts as trusted advisors to stakeholders, providing a source of business process, policy, procedure, product and/or system expertise. Provides extensive business knowledge in an effective, responsible and timely manner to aid in delivering business results and/or minimizing risk.

  • Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
  • Provides advice and guidance to assigned business/group on implementation of solutions.
  • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Builds effective relationships with internal/external stakeholders.
  • Ensures alignment between stakeholders.
  • Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
  • Leads and participates in team projects, keeping up to date on new initiatives and processes.
  • Executes work to deliver timely, accurate, and efficient service.
  • Provides coaching guidance to junior team members.
  • Analyze data and information to provide insight and recommendations.
  • Provides first point of contact operational support to internal business partners and end clients.
  • Provides excellent service and support for all in-scope business groups, products, policies, and procedures.
  • Maintain solid knowledge within subject matter specialties.
  • Notifies and provides regular updates on operational issues to business partners.
  • Ensures Incident Management Processes are followed.
  • May support change management of varying scope and type; tasks typically focused on execution and sustainment activities.
  • Supports the development of tailored messaging, which may include writing, editing and distributing communications.
  • Organizes work information to ensure accuracy and completeness.
  • Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
  • Focus may be on a business/group.
  • Thinks creatively and proposes new solutions.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works mostly independently.
  • Broader work or accountabilities may be assigned as needed.

    Qualifications:

  • Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • PC skills (MS Word, Excel, PowerPoint) - Good.
  • Knowledge of the business/group processes/procedures/tools/technology – Good.
  • Knowledge of applicable risk and regulatory requirements and the impact on the business/group.
  • Specialized knowledge from education and/or business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem solving skills - In-depth.
  • Influence skills - In-depth.

Salary:

$42,300.00 - $78,400.00

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.

About the job

Apply before

Posted on

Job type

Full Time

Experience level

Entry-level

Salary

Salary: 42k-78k USD

Location requirements

Hiring timezones

Canada +/- 0 hours

About BMO

Learn more about BMO and their company culture.

View company profile

The Bank of Montreal (BMO) is a Canadian multinational investment bank and financial services company, founded in Montreal, Quebec, in 1817 as Montreal Bank, making it Canada's oldest bank. Its operational headquarters and executive offices have been located in Toronto, Ontario, since 1977, though its legal head office remains in Montreal. BMO is the eighth largest bank in North America by assets and serves over 13 million customers globally. The company is publicly traded on both the Toronto Stock Exchange (TSX) and the New York Stock Exchange (NYSE) under the ticker symbol BMO.

BMO Financial Group offers a broad range of financial services, including personal and commercial banking, wealth management, global markets, and investment banking. In Canada, BMO operates over 900 branches, and in the United States, it conducts business as BMO Financial Group, with substantial operations, including BMO Bank, N.A., which has over 1,000 branches. BMO Capital Markets is the bank's investment and corporate banking division, while its wealth management division is known as BMO Nesbitt Burns. The bank has a significant presence in the Chicago area and other parts of the U.S. BMO has expanded its U.S. presence through acquisitions, including Harris Bank in 1984 (later rebranded BMO Harris Bank and then BMO Bank N.A.), Marshall & Ilsley in 2011, and Bank of the West in 2023. The acquisition of Bank of the West was the largest in Canadian banking history. BMO is also the issuer of Diners Club cards in the United States and Canada. The company is driven by the purpose to 'Boldly Grow the Good in business and life,' which informs its strategy and commitment to a thriving economy, a sustainable future, and an inclusive society.

Throughout its history, BMO has played a significant role in Canada's financial development, serving as Canada's central bank from its founding until the creation of the Bank of Canada in 1935. It was the first Canadian bank to be listed on the New York Stock Exchange in 1994. BMO has also embraced technological advancements, launching AI-powered chatbots for customer service on Facebook and Twitter and investing in modernizing its technology stack with cloud architecture. The bank is committed to accessibility, aiming to make its websites and services usable for everyone, including those who use assistive technologies or have disabilities. BMO has received recognition as a top employer and for its inclusive culture.

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