Personal Banking Associate – BMO Financial Group – Toronto, ON

Company: BMO Financial Group

Location: Toronto, ON

Expected salary: $35000 – 52000 per year

Job date: Sat, 21 Jun 2025 01:45:35 GMT

Job description: Application Deadline: 06/29/2025Address: 171 East Liberty St, #106/108Job Family Group: Retail Banking Sales & ServiceDelivers 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.

  • Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
  • Welcomes and guides customers as they walk into the branch lobby, and 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.
  • As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
  • Meets customer transaction-based needs with seamless execution.
  • Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
  • 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).
  • 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 to provide strategic advice.
  • 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; work schedule may differ from week to week in terms of days worked, hours, and shifts.
  • Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
  • Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
  • Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
  • Identifies and reports suspicious patterns of activity that are 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 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.

Qualifications:

  • Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
  • Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) – as appropriate for the jurisdiction.
  • Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
  • Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
  • Basic knowledge of specialized sales and business banking solutions to refer to specialists.
  • Passionate commitment to helping customers.
  • Drive to deliver a personal customer experience.
  • A focus on results and the ability to thrive in a consultative sales and team-based environment.
  • Resourceful self-starter with courage and confidence to approach customers.
  • Readiness to collaborate and work in different capacities as part of a team.
  • Strong interpersonal skills, including the ability to build rapport and connections with customers.
  • An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
  • Basic specialized knowledge.
  • Verbal & written communication skills – Good.
  • Organization skills – Good.
  • Collaboration & team skills – Good.
  • Analytical and problem solving skills – Good.

Salary: $35,000.00 – $52,000.00Pay Type: SalariedThe 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:About UsAt 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 .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.

Summary of Job Posting for BMO Retail Banking Sales & Service Position

Application Deadline: June 29, 2025
Location: 171 East Liberty St, #106/108
Job Family: Retail Banking Sales & Service

Role Overview:
The position focuses on delivering exceptional service to BMO customers, identifying their needs, and providing tailored financial advice. The role includes guiding customers in-branch, supporting operational tasks, and collaborating with partners to enhance customer relationships and business results.

Key Responsibilities:

  • Welcome and guide customers, offering advice on banking options.
  • Conduct needs-based conversations to recommend banking services.
  • Support operational activities like inventory management and service requests.
  • Engage in marketing promotions and identify referral opportunities.
  • Ensure compliance with risk and regulatory processes.

Qualifications:

  • 1-2 years of relevant experience preferred; certification in investment product sales is beneficial.
  • Familiarity with digital tools and a consultative customer service mindset.
  • Strong interpersonal, communication, and organizational skills.
  • Problem-solving and analytical abilities are essential.

Salary: $35,000 – $52,000 (varies based on location, skills, and experience). Compensation may include commissions and various benefits like health insurance and retirement plans.

Company Culture:
BMO emphasizes a purpose-driven approach, fostering an inclusive and supportive workplace that values collaboration and professional growth.

Accommodation Requests:
BMO is committed to providing assistance for candidates during the selection process.

Note to Recruiters:

BMO does not accept unsolicited resumes unless a formal agency agreement exists.

Customer Service Representative – Korean or Mandarin/Cantonese speaking required – BMO Financial Group – Toronto, ON

Company: BMO Financial Group

Location: Toronto, ON

Expected salary: $33850 – 44000 per year

Job date: Sat, 21 Jun 2025 23:47:09 GMT

Job description: Application Deadline: 06/29/2025Address: 5516-5522 Yonge StreetJob Family Group: Retail Banking Sales & ServiceDelivers 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 customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
  • 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; work schedule may differ from week to week in terms of days worked, hours, and shifts.
  • Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
  • Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
  • Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
  • Identifies and reports suspicious patterns of activity that are 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.

Qualifications:

  • 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 in how to use them and to understand their benefits.
  • 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 different capacities as part of a team.
  • Strong interpersonal skills, including the ability to build rapport and connections with customers.
  • An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
  • Basic knowledge learned on the job.
  • Verbal & written communication skills – Basic (in business environment).
  • Organization skills – Basic (in business environment).
  • Collaboration & team skills – Basic (in business environment).

Salary: $33,850.00 – $44,000.00Pay Type: SalariedThe 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:About UsAt 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 .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.

Job Summary: Retail Banking Sales & Service

Application Deadline: 06/29/2025
Location: 5516-5522 Yonge Street
Salary: $33,850.00 – $44,000.00

Role Overview:

The position involves delivering exceptional service in retail banking, identifying customer needs, and providing tailored financial solutions. Collaboration with branch colleagues and various channels is essential to enhance the customer experience and meet business objectives.

Key Responsibilities:

  • Provide advice on banking services and financial solutions to customers.
  • Initiate referrals to BMO colleagues and manage banking transactions.
  • Engage customers in needs-based conversations and address inquiries.
  • Ensure operational tasks, such as cash management and filings, are executed accurately.
  • Maintain compliance with legal and regulatory standards.
  • Foster a collaborative environment within the branch.

Qualifications:

  • No prior experience required; a relevant post-secondary degree or certification is preferred.
  • Proficiency in digital tools and social media.
  • Strong interpersonal skills and customer focus.
  • Basic organizational and problem-solving skills.
  • An aptitude for teamwork and communication.

Benefits:

  • Health insurance, tuition reimbursement, retirement savings plans, and performance incentives.
  • Strong commitment to inclusivity and support for employee growth.

BMO seeks candidates who embody its purpose of making a positive impact and offers comprehensive training and resources for professional development.

Business Development Associate, Wealth Management – BMO Financial Group – Toronto, ON

Company: BMO Financial Group

Location: Toronto, ON

Expected salary: $60000 – 111700 per year

Job date: Fri, 09 May 2025 23:31:22 GMT

Job description: Application Deadline: 06/28/2025Address: 100 King Street WestJob Family Group: Customer SolutionsProvides subject matter expertise in the design, development, management, and implementation of assigned projects from business case development through execution. Works across BMO to deliver specific project/program business results in alignment with overall group goals.

  • Creates innovative business development strategies to grow the business in collaboration with other BMO partners.
  • Contributes to the development of marketing and sales materials for new business opportunities.
  • Manages and creates high impact events to connect clients and provide thought-provoking growth-focused content enabling our business strategy.
  • Genuinely cares about client service and passionate about making a difference.
  • Provides communicational support including crafting content as needed. I.e.) Linkedin, internal channels, events, and programs.
  • Demonstrates a holistic OneBank/OneClient approach embedding best in class service to our clients and business groups.
  • Identifies short- and long-term value creation opportunities for target customer segments.
  • Develops, maintains, and executes a business plan to achieve client retention objectives.
  • 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.
  • Helps determine business priorities and best sequence for execution of business/group strategy.
  • Conducts independent analysis and assessment to resolve strategic issues.
  • Ensures alignment between stakeholders.
  • Collaborates with internal and external stakeholders to meet business objectives.
  • Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
  • Monitors and tracks performance, and addresses any issues.
  • Designs and produces regular and ad-hoc reports, and dashboards.
  • Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
  • Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
  • Provides input into the planning and implementation of operational programs.
  • Executes routine tasks (e.g. service requests, transactions, queries, etc.) in accordance with applicable service level agreements.
  • Acts as a relationship manager on assigned projects / programs to ensure alignment with overall enterprise and group goals.
  • Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
  • Participates in project / program design to provides advice and subject matter expertise that facilitates achievement of required business results.
  • Conducts analysis required to inform strategic business development recommendations, and considers the “big picture” to assess the advisability of a course of action toward meeting group and enterprise goals.
  • Collaborates with internal and external stakeholders to provide business context in the design, development, and implementation of business development programs and solutions.
  • May network with industry contacts to gather and identify competitive insights and best practices.
  • Breaks down strategic problems in business development, and analyses data and information to provide insights and recommendations.
  • Monitors and tracks performance, and addresses any issues.
  • Leads or supports change management activities to coordinate strategic business development initiatives across business / groups and support implementation logistics.
  • Leads or participates in implementation of strategic business development initiatives within the group and across BMO by partnering with various internal and external stakeholders; complexity of initiatives may vary, and usually involve multiple stakeholders across the enterprise.
  • Identifies enablers and key issues prior to and during implementation of strategic business development initiatives, and raises issues with stakeholders to resolve issues or risks that jeopardize delivery.
  • Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works independently on a range of complex tasks, which may include unique situations.
  • Broader work or accountabilities may be assigned as needed.

Qualifications:

  • Typically between 2 – 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • Solid knowledge of Lean process improvement methodology.
  • Working knowledge of process analysis and improvement tools.
  • Strong knowledge of the business unit’s transaction fulfillment procedures.
  • Advanced knowledge of process and/or project management.
  • Technical proficiency gained through education and/or business experience.
  • Verbal & written communication skills – In-depth.
  • Collaboration & team skills – In-depth.
  • Analytical and problem solving skills – In-depth.
  • Relationship building skills and the ability to earn trust – In-depth.
  • Strong digital capabilities and experience with CRM systems such as Salesforce are considered assets.
  • Self starter with a growth mindset.

Salary: $60,000.00 – $111,700.00Pay Type: SalariedThe 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:About UsAt 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 .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.

Job Summary: Customer Solutions Specialist at BMO

Application Deadline: June 28, 2025
Location: 100 King Street West

Role Overview:

  • Provide expertise in project management from initial development to execution.
  • Collaborate across BMO to achieve project/program goals and innovative business strategies.
  • Develop marketing and sales materials while managing impactful events for client engagement.
  • Focus on client service and relationship management, ensuring alignment with enterprise priorities.
  • Conduct analyses to identify strategic opportunities, monitor performance, and manage change initiatives.

Key Responsibilities:

  • Design and execute business plans aimed at client retention and value creation.
  • Offer guidance on strategic solutions and collaborate with stakeholders.
  • Develop and maintain communication plans to drive behavior change.
  • Track progress and address issues related to performance and strategic initiatives.
  • Participate in project design and contribute insights to inform business development.

Qualifications:

  • 2-6 years of relevant experience with a degree in a related field.
  • Solid knowledge of Lean methodologies and process analysis.
  • Strong communication, analytical, collaboration, and relationship-building skills.
  • Proficiency in CRM systems like Salesforce is advantageous.

Compensation:

  • Salary range: $60,000 to $111,700, varying by location and experience.
  • Comprehensive benefits include health insurance, retirement plans, and tuition reimbursement.

Company Culture:
BMO values diversity, innovation, and positive change, aiming to support employees in their professional growth and impact.

Note: BMO prioritizes an inclusive work environment and accommodates requests during the hiring process. Unsolicited resumes from recruiters will not be accepted.

Customer Service Representative – BMO Financial Group – Lower Sackville, NS

Company: BMO Financial Group

Location: Lower Sackville, NS

Expected salary: $33850 – 43500 per year

Job date: Sun, 22 Jun 2025 04:12:18 GMT

Job description: on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. Reviews customer profiles… branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing…

BMO focuses on enhancing customer convenience by offering various digital and self-serve banking options. The approach emphasizes ease, simplicity, and speed in transactions. The strategy involves reviewing customer profiles, leveraging insights from branch and market teams, and understanding individual banking and credit card needs. This tailored integration aims to streamline marketing efforts and deliver a more personalized banking experience.

I’m unable to access external websites directly. However, if you provide the job title and key details from the job listing, I can help you craft a job description based on that information!

Digital Product Manager – BMO Financial Group – Toronto, ON

Company: BMO Financial Group

Location: Toronto, ON

Expected salary: $74800 – 138600 per year

Job date: Wed, 18 Jun 2025 01:22:18 GMT

Job description: Application Deadline: 06/26/2025Address: 33 Dundas Street WestJob Family Group: Customer SolutionsDevelops and delivers the full product development lifecycle from setting strategic objective to bringing a product to market that delivers business value. Researches, investigates, selects and develops products and services bridging business requirements with technology capabilities. Drives end-to-end product lifecycle including the ‘why’, ‘when’ and ‘what’ of the product, persona development, proof of concepts, backlog management and product activation through to product retirement. Provides the voice of the business to cross-functional product teams to clarify feature, story and content requirements; create story acceptance criteria; prioritizes the product backlog; and translates the product vision into a roadmap and actionable tasks.

  • Identifies the overall goal of a product(s), drives engagement of stakeholders and leads the adoption of product.
  • Drives the overall customer experience definition and prioritization that enables a focus on what matters most to our customers.
  • Ensures product management and development teams are producing in parallel, and are working together effectively and efficiently.
  • Builds and sustains high performing cross-functional teams; Monitors and tracks performance, and addresses any issues.
  • Addresses blockers related to adoption and correct usage of the product- including communications, documentation and training.
  • Establishes the go-to-market, pricing and positioning strategies.
  • Plans & manages the budget, timeline, and tactical components, throughout the product lifecycle.
  • Identifies and analyzes market trends to update and improve product usability
  • Ensures that a new product in development, or a new feature of an existing product is proven to be desirable, viable and functional.
  • Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
  • Provides specialized consulting, analytical and technical support.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works independently and regularly handles non-routine situations.
  • Broader work or accountabilities may be assigned as needed.

Qualifications:Foundational level of proficiency:

  • Marketing Analysis.
  • Creative thinking.

Intermediate level of proficiency:

  • Process Improvement and optimization.
  • Business Strategy.
  • Research and information synthesis.
  • Business Operations.
  • Financial & Risk Management.
  • Product Management.
  • Learning Agility.
  • Customer centricity.
  • Verbal & written communication skills.
  • Collaboration & team skills.
  • Analytical and problem solving skills.
  • Influence skills.
  • Data driven decision making.

Advanced level of proficiency:

  • Product Development.
  • Product Value Proposition and Go-to-Market Assets Definition, Design and Development.
  • Technology Business Requirements. Definition, Analysis and Mapping.
  • Product Lifecycle Management (Using Agile Methodologies).
  • Typically between 5 – 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience
  • Deep knowledge and technical proficiency gained through extensive education and business experience.

Salary: $74,800.00 – $138,600.00Pay Type: SalariedThe 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:About UsAt 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 .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.

Job Summary

Application Deadline: 06/26/2025
Location: 33 Dundas Street West
Job Family Group: Customer Solutions

Role Overview:
The position involves overseeing the entire product development lifecycle, from setting strategic objectives to launching products that meet business needs. Key responsibilities include:

  • Researching and developing products and services that align business requirements with technology.
  • Managing the product lifecycle, including persona development, backlog management, and product activation.
  • Collaborating with cross-functional teams to define product features and priorities.
  • Driving stakeholder engagement and customer experience enhancements.
  • Building high-performing teams and addressing performance issues.

Key Responsibilities:

  • Define product goals and lead product adoption.
  • Ensure alignment between product management and development teams.
  • Develop go-to-market strategies and manage budgets throughout the product lifecycle.
  • Analyze market trends to enhance product usability.

Qualifications:

  • Foundational Skills: Marketing analysis and creative thinking.
  • Intermediate Skills: Process improvement, business operations, and customer-centricity.
  • Advanced Skills: Product development and lifecycle management (Agile methodologies).
  • Experience: 5-7 years in a related field with a relevant post-secondary degree.

Compensation:

  • Salary Range: $74,800 – $138,600 plus potential commissions.
  • Offers a range of benefits including health insurance and retirement plans.

Company Values:
BMO Financial Group is committed to fostering a culture of inclusivity, growth, and support for its employees, emphasizing innovation and community impact.

Note: BMO does not accept unsolicited resumes from recruitment agencies.

BMO Financial Group – Database Analyst, Fall 2025 (Co-op/Internship) – 8 months – Toronto, ON

Company: BMO Financial Group

Location: Toronto, ON

Expected salary: $49000 – 90800 per year

Job date: Sun, 15 Jun 2025 05:38:30 GMT

Job description: enrolled in an academic program and returning to their studies will be considered for Co-op/Internship opportunities. Student…, and conducting software testing and maintenance. Specific project areas of focus includes translating user requirements…

Students enrolled in an academic program and returning to their studies are eligible for Co-op/Internship opportunities. These roles involve software testing, maintenance, and translating user requirements into actionable projects.

Senior Marketing Manager, Home Financing Marketing – BMO Financial Group – Toronto, ON

Company: BMO Financial Group

Location: Toronto, ON

Expected salary: $68000 – 126000 per year

Job date: Wed, 11 Jun 2025 00:29:40 GMT

Job description: Application Deadline: 06/20/2025Address: 33 Dundas Street WestJob Family Group: MarketingSenior Marketing Manager, Home Financing MarketingReporting to Director, Home Financing MarketingDescriptionYou’re an insatiably curious marketer and strategic thinker with a strong appreciation for data-driven results and finding innovative ways to reach and engage new audiences. You’re fascinated by consumer behavior. You know how to turn aspirational goals into realized success. “Execution excellence” is second nature to you. You’re adept at bringing together multiple ideas and data points and synthesizing them into a unified point of view—even when there is ambiguity.As a part of the Canadian Personal Banking Marketing team, you will be accountable for developing strategy, development, flawless execution, and continuing improvement of mass and targeted marketing programs, tactics and plans that support the grown Home Financing portfolio through data driven acquisition and lifecycle initiatives.In this role, you will collaborate with a variety of partners including the broader P&BB Marketing team, bmo.com, Personalization, Digital Sales, Product, Strategy, Legal & Compliance, and Marketing Analytics teams to execute strategic, integrated campaigns that support Home Financing growth objectives. With passion for uncovering insights through data, you will drive, refine and pivot strategies to optimize growth and limit attrition. You will build strong cross-functional relationships across both business lines and functional support teams, and act as a liaison for marketing in a fast-paced and highly matrixed organization to ensure we’re producing impactful, engaging, and high-quality marketing support that drives growth across the Canadian market.Responsibilities – here are some of the things you’ll be doing in this role:Within the first 30 days, you’ll:

  • Cultivate and build relationships with your business and functional group partners including product, customer growth, legal and compliance, and other groups as, needed, to successfully and sustainably grow our home financing portfolio.
  • Develop comprehensive understanding of our current marketing programs and conversion metrics to understand our current state & begin strategizing performance improvement initiatives.
  • Track and analyze performance data to measure effectiveness and find opportunities for improvement.

Within the first 60 days, you’ll also:

  • Develop and execute impactful, insight – based marketing campaigns (targeted and mass), set up metrics and meticulously track performance.
  • Monitor progress against milestones and recommend and implement adjustments as necessary to meet business objectives.
  • Identify emerging issues and trends to inform decision-making.
  • Develop and maintain relationships with internal/external partners.

By the end of your first 90 days, you’ll also:

  • Gain a full understanding of BMO systems and data integrations to identify, strategize and relentlessly execute on optimization opportunities within the digital context.
  • Drive, with minimum supervision, integrated marketing acquisition campaigns, creative and collateral, in both proprietary and mass channels.
  • Partner closely with customer growth, product and other partners to innovate our offerings and best position BMO to win vs. competitors.
  • Identify & pursue partnership opportunities for the bank.
  • Become a great leader, manager and coach to your Direct Report

Must Haves:

  • 5-7 years of relevant experience in Home Financing industry, ideally with another FI
  • Experience in developing marketing and customer communications plans
  • Strong analytical and problem-solving skills and the interest in building and maintaining dashboards, reports and telling meaningful stories to leadership on a wide variety of teams that drive data-driven decisions
  • Results-driven: Adept at gathering and analyzing data to gain insight into what works, and develop recommendations to optimize marketing effectiveness
  • Advanced verbal and written communication skills
  • Deadline-driven; possess the ability to be proactive, forward-thinking, and resourceful
  • Expert strategic storyteller
  • Exceptional project management skills and attention to detail are required
  • Strong interpersonal skills; team player with the ability to merge varying points-of-view and build partnerships to get things done. You bring a collaborative working style to all that you do, and are able to influence meaningful action and change within a large, matrixed organization
  • Creative problem-solving skills and excellent creative sensibilities: well-developed ability to evaluate whether creative meets strategic objectives and brand standards.
  • Bachelor’s degree in business administration, marketing, advertising or related field

Working ConditionsThis position is offered in a hybrid working model, with a minimum of two- three days per week in office required. The job may require limited off-hours work and performance of work under challenging deadlines.Salary: $68,000.00 – $126,000.00Pay Type: SalariedThe 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:About UsAt 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 .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.

Summary: Senior Marketing Manager, Home Financing Marketing

Application Deadline: June 20, 2025
Location: 33 Dundas Street West
Salary Range: $68,000 – $126,000 (salary varies based on experience and qualifications)

Overview:
BMO is looking for a Senior Marketing Manager to lead Home Financing Marketing. Reporting to the Director, this role emphasizes developing and executing data-driven marketing strategies to grow the Home Financing portfolio. The ideal candidate should have a strong background in consumer behavior, project management, and data analytics.

Key Responsibilities:

  1. Initial 30 Days:

    • Build relationships with cross-functional partners (e.g., product and compliance teams).
    • Understand current marketing programs and performance metrics.
    • Analyze data to identify improvement opportunities.

  2. Next 60 Days:

    • Develop and execute targeted marketing campaigns.
    • Track progress against objectives and make necessary adjustments.
    • Stay informed on market trends.

  3. By 90 Days:

    • Understand BMO’s data systems to optimize digital marketing efforts.
    • Drive integrated marketing campaigns across various channels.
    • Foster partnerships and innovate offerings.

Requirements:

  • 5-7 years in the Home Financing industry (preferably in a financial institution).
  • Strong analytical skills and experience in marketing strategies.
  • Exceptional communication and project management skills.
  • Creative problem-solving abilities and a collaborative mindset.
  • Bachelor’s degree in a relevant field.

Working Conditions:
Hybrid model, with 2-3 days in-office required. May involve off-hours work and tight deadlines.

Benefits:
Comprehensive compensation package including health insurance, tuition reimbursement, and retirement savings plans. BMO emphasizes inclusivity and offers accommodations for applicants as needed.

Company Values:
BMO is committed to creating positive change for customers and communities, fostering an inclusive workplace, and supporting employee growth from day one.

Customer Service Representative – BMO Financial Group – Toronto, ON

Company: BMO Financial Group

Location: Toronto, ON

Expected salary: $33850 – 44000 per year

Job date: Sun, 08 Jun 2025 02:45:08 GMT

Job description: Application Deadline: 06/29/2025Address: 1530 Albion Road, Unit 99Job Family Group: Retail Banking Sales & ServiceDelivers 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 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 supporting customers who walk into the branch.
  • 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.
  • 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 customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
  • 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 branch customer experience.
  • Contributes to business results and the overall experience delivered in the branch.
  • May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
  • Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
  • Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
  • Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
  • Identifies and reports suspicious patterns of activity that are 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.

Qualifications: * 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 in how to use them and to understand their benefits.
  • 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 different capacities as part of a team.
  • Strong interpersonal skills, including the ability to build rapport and connections with customers.
  • An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
  • Basic knowledge learned on the job.
  • Verbal & written communication skills – Basic (in business environment).
  • Organization skills – Basic (in business environment).
  • Collaboration & team skills – Basic (in business environment).

Salary: $33,850.00 – $44,000.00Pay Type: SalariedThe 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:About UsAt 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 .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.

Job Summary for BMO Retail Banking Position

Application Deadline: June 29, 2025
Address: 1530 Albion Road, Unit 99
Job Family Group: Retail Banking Sales & Service

Role Overview:
The role involves delivering exceptional customer service at a BMO branch by understanding customer needs and providing suitable financial solutions. The candidate will work collaboratively with branch teams to enhance customer experience and meet business objectives.

Key Responsibilities:

  • Engage with customers to identify banking service needs.
  • Handle transactions and assist customers who visit the branch.
  • Offer guidance on digital banking options.
  • Conduct needs-based conversations to promote banking products.
  • Support operational tasks, including cash management and inventory.
  • Follow risk and compliance policies to protect customer assets.

Qualifications:

  • No prior experience required; post-secondary education is a plus.
  • Basic knowledge of banking products and solutions.
  • Proficiency with digital tools and applications.
  • Strong interpersonal and communication skills.

Salary Range: $33,850 – $44,000 (may vary based on experience and location). Includes benefits like health insurance, tuition reimbursement, and retirement plans.

Company Commitment:
BMO values diversity and fosters an inclusive workplace. The bank emphasizes personal growth and a positive impact on customers and communities. Accommodations are available for candidates during the selection process.

Customer Service Representative – BMO Financial Group – Toronto, ON

Company: BMO Financial Group

Location: Toronto, ON

Expected salary: $33850 – 44000 per year

Job date: Sun, 08 Jun 2025 04:01:55 GMT

Job description: Application Deadline: 06/29/2025Address: 1530 Albion Road, Unit 99Job Family Group: Retail Banking Sales & ServiceDelivers 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 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 supporting customers who walk into the branch.
  • 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.
  • 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 customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
  • 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 branch customer experience.
  • Contributes to business results and the overall experience delivered in the branch.
  • May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
  • Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
  • Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
  • Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
  • Identifies and reports suspicious patterns of activity that are 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.

Qualifications: * 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 in how to use them and to understand their benefits.
  • 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 different capacities as part of a team.
  • Strong interpersonal skills, including the ability to build rapport and connections with customers.
  • An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
  • Basic knowledge learned on the job.
  • Verbal & written communication skills – Basic (in business environment).
  • Organization skills – Basic (in business environment).
  • Collaboration & team skills – Basic (in business environment).

Salary: $33,850.00 – $44,000.00Pay Type: SalariedThe 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:About UsAt 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 .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.

Job Summary: BMO Financial Group

  • Position: Retail Banking Sales & Service Representative
  • Application Deadline: June 29, 2025
  • Location: 1530 Albion Road, Unit 99
  • Salary: $33,850 – $44,000 (based on experience and location)

Responsibilities:

  • Provide exceptional service to customers, addressing their banking needs and financial solutions.
  • Engage in needs-based conversations to identify opportunities for referrals.
  • Manage customer transactions and requests, ensuring a seamless banking experience.
  • Offer guidance on digital banking options and promote personalized service.
  • Support branch operations, including cash management and compliance with regulatory requirements.
  • Work collaboratively within the team, contributing to overall branch objectives.

Qualifications:

  • No prior experience needed; a post-secondary degree is preferred.
  • Basic knowledge of personal and commercial banking products.
  • Strong interpersonal and communication skills.
  • Resourceful and adaptable team player with problem-solving abilities.

Benefits:

  • Includes health insurance, tuition reimbursement, and retirement plans.
  • Commitment to an inclusive and equitable workplace with accommodations available.

Company Mission: BMO is dedicated to creating positive change for customers and communities while fostering personal growth among employees.

Note: BMO does not accept unsolicited resumes and follows strict compliance protocols in hiring.

Customer Service Representative – BMO Financial Group – Toronto, ON

Company: BMO Financial Group

Location: Toronto, ON

Expected salary: $33850 – 44000 per year

Job date: Tue, 17 Jun 2025 22:08:59 GMT

Job description: Application Deadline: 06/29/2025Address: 1 Yorkgate Boulevard, Unit 149Job Family Group: Retail Banking Sales & ServiceDelivers 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 customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
  • 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; work schedule may differ from week to week in terms of days worked, hours, and shifts.
  • Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
  • Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
  • Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
  • Identifies and reports suspicious patterns of activity that are 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.

Qualifications:

  • 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 in how to use them and to understand their benefits.
  • 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 different capacities as part of a team.
  • Strong interpersonal skills, including the ability to build rapport and connections with customers.
  • An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
  • Basic knowledge learned on the job.
  • Verbal & written communication skills – Basic (in business environment).
  • Organization skills – Basic (in business environment).
  • Collaboration & team skills – Basic (in business environment).

Salary: $33,850.00 – $44,000.00Pay Type: SalariedThe 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:About UsAt 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 .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.

Job Summary

Position: Retail Banking Sales & Service
Location: 1 Yorkgate Boulevard, Unit 149
Application Deadline: 06/29/2025
Salary: $33,850.00 – $44,000.00

Role Overview:
The role focuses on delivering exceptional customer service by identifying customer needs and providing tailored financial solutions. Collaborating with branch colleagues and other BMO partners is essential to enhance customer experience and achieve business objectives.

Key Responsibilities:

  • Welcome customers and assist with banking services and transactions.
  • Engage in needs-based conversations to identify additional banking opportunities.
  • Handle customer inquiries, supporting requests, and managing transactions.
  • Provide advice on digital banking options and ensure smooth service execution.
  • Support operational tasks and maintain compliance with regulations.
  • Escalate complex issues when necessary and take initiative to improve customer experience.

Qualifications:

  • No prior experience required; a post-secondary degree is preferred.
  • Knowledge of banking products and services, and aptitude for using digital tools.
  • Strong interpersonal skills and the ability to build rapport with customers.
  • Basic organizational and communication skills.
  • Passionate commitment to helping customers and being a collaborative team member.

Benefits:
BMO offers a comprehensive benefits package, including health insurance, tuition reimbursement, retirement savings plans, and performance-based incentives.

Company Commitment:
BMO values inclusivity and accessibility, encouraging diverse candidates to apply. Accommodations are available during the selection process.

Note to Recruiters:
BMO only accepts resumes from direct candidates and has rules against unsolicited resumes.