All jobs in Customer Service

05/09/2025

Address:

2953 Bathurst Street

Retail Banking Sales & Service

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 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).

$33,850.00 - $44,000.00

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.

Overview

As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals.

Our Customer Experience Associates are people-centric and  connect with customers in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the customer’s journey by:

• Taking a proactive approach to discovering our customer’s needs and listening to understand what they are asking for
• Processing day to day transactions
• Nurturing rich, long-standing relationships
• Contributing to the Branch’s targets by identifying and fulfilling simple sales opportunities
• Being a technology expert and sharing your knowledge by introducing clients to our mobile banking applications and assisting them to better manage their banking needs

Is this role right for you?  In this role you will:

• Build strong customer relationships and deliver excellent customer service
• Uncover and solve customers’ needs
• Explain complicated concepts simply
• Demonstrate success in a target-based performance environment, as well as contribute positively to a team-oriented work environment
• Demonstrate an eagerness to learn and determination to succeed

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you:

• Have proven customer service skills through work or community involvement
• Are willing to assist in a professional, friendly and efficient manner
• Are available to work a flexible schedule
• Are comfortable in simple sales situations
• Have strong technical skills and the ability to promote digital and self-service banking options to our customers

What’s in it for you?

• The opportunity to join a forward-thinking organization surrounded by a collaborative team of innovative thinkers
• A rewarding career path with diverse opportunities for professional development
• Internal training to support your career growth and enhance your skills
• An organization committed to making a difference in our communities – for you and our customers
• You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
• A competitive compensation and benefits package

Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French because they will serve and English-speaking clientele.

As a member of the Personal and Business Banking Team, you’ll work in a fast-paced Banking Center and use your knowledge of financial services products to help clients with their day-to-day banking needs. As a Client Service Representative, whether it’s answering questions, assisting with transactions, or proactively connecting clients with the right team members, you’ll be the first line of support as clients work towards their financial goals. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance. 

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.

How you'll succeed

• Client engagement - Help clients manage their accounts and products. Focus on the client experience and make interactions meaningful. Connect clients to the right CIBC team members who can help them reach their goals.
• Problem solving - Listen, ask questions, and put yourself in the client’s shoes. Act like an owner by taking accountability for client issues, and know when to lean on others to create a better solution together.
• Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

Who you are

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
• You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
• You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
• You love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity.
• You engage with your heart and mind. You care about people and respect different perspectives. You listen to and learn from the experiences of others.
• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.

• We work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

*Subject to program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [email protected]

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit

• We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Expected End Date

2025-10-31

Job Location

Edmonton-Commerce Place

Employment Type

Regular

Weekly Hours

15

Skills

Client Issue Resolution, Client Service, Customer Experience (CX), Digital Literacy, Empathy, Financial Products, Interpersonal Communication, Standards Compliance, Transaction Services

Internal Title: Planner, Reactive
Facility Location- Brampton or Montreal- If the succesfull candidate is located near Brampton facility, they are required to work hybrid, 3 days in office and 2 days from home. If in Quebec, this position is WFH

Shift: Tues to Saturday 6:00 AM to 2:00 PM

WHAT YOU NEED TO KNOW

• Language Requirement: Designated Day 1 Ready – immediate requirement for language proficiency: French: oral, reading, writing English: oral, reading, writing Candidates must meet language requirement for position upon hire.       
• The successful candidate will be required to complete a Criminal Records and Judicial Matters Check with the Police Services detachment in their jurisdiction to the City of Ottawa’s satisfaction.; Police record checks completed by a third-party company will not be accepted.  
• This position requires the successful candidate to use their own transportation.  
• You may initially be paid 95% of your starting rate of pay, in accordance with the collective agreement.
• Experience and formal training combined with demonstrated performance and ability may substitute for stipulated academic requirements. 
• Please save a copy of the job poster. Once the closing date has passed, it will no longer be available. 

We wish to thank all applicants for their interest and effort in applying for this position. Only candidates selected for interviews will be contacted. 

As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals.

Our Customer Experience Associates are people-centric and  connect with customers in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the customer’s journey by:

• Taking a proactive approach to discovering our customer’s needs and listening to understand what they are asking for
• Processing day to day transactions
• Nurturing rich, long-standing relationships
• Contributing to the Branch’s targets by identifying and fulfilling simple sales opportunities
• Being a technology expert and sharing your knowledge by introducing clients to our mobile banking applications and assisting them to better manage their banking needs

Is this role right for you?  In this role you will:

• Build strong customer relationships and deliver excellent customer service
• Uncover and solve customers’ needs
• Explain complicated concepts simply
• Demonstrate success in a target-based performance environment, as well as contribute positively to a team-oriented work environment
• Demonstrate an eagerness to learn and determination to succeed

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you:

• Have proven customer service skills through work or community involvement
• Are willing to assist in a professional, friendly and efficient manner
• Are available to work a flexible schedule
• Are comfortable in simple sales situations
• Have strong technical skills and the ability to promote digital and self-service banking options to our customers

What’s in it for you?

• The opportunity to join a forward-thinking organization surrounded by a collaborative team of innovative thinkers
• A rewarding career path with diverse opportunities for professional development
• Internal training to support your career growth and enhance your skills
• An organization committed to making a difference in our communities – for you and our customers
• You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
• A competitive compensation and benefits package

32 Exhibition Dr., Charlottetown, PE C1A 5Z5, Canada  R498738

ESSENTIAL DUTIES:

The position includes, but is not limited to, the following essential job duties, responsibilities and requirements:

Customer Satisfaction:  Provides prompt excellent customer service in a courteous, friendly and attentive manner.

• Greets customers as they enter the area and thanks customers as they leave.
• Gives assistance and offers suggestions or recommendations to the customer.
• Rings up all sales on cash register properly and accurately, handling money, checks, and other types of payment received for product sold.
• Performs multi-function operation of fuel console, lottery machines, money order machine, telecom transactions, etc.  
• Reports to work on time and follows the dress and appearance code.

Facility Condition:  Maintains the store facility’s condition and equipment to Company and/or brand standards by cleaning and performing a variety of general housekeeping duties:

• Performs multi-function and cleaning duties necessary to maintain store cleanliness inside and out; basic upkeep and cleaning of all equipment in stores.
• Inspects store facilities and equipment for safety, cleanliness, and proper working order.
• Notifies Store Manager of any equipment failure or maintenance/supply needs.

Merchandising:  Completes build-to’s for ordering/purchasing merchandise. Receives and verifies vendor deliveries.

• Maintains adequate stock throughout the store and supplies in counter areas; rotates stock properly.
• Places advertising and pricing signage inside or outside the facility including marquees, ceilings, walls and windows.

Sales Controls:  Controls merchandise, cash shortages, and other selling expenses. 

• Assists in maintaining proper inventory levels and shift audits.

Financial Controls:  Keeps accurate cash, sales and inventory control records and accounts for variances.

• Notifies the Store Manager of any sales, cash or inventory discrepancy. 
• Follows Company and/or brand guidelines for product breakage or spoilage.

Security Controls:  Reports all incidents including but not limited to employee or customer injuries, theft, property damage or improper sanitation or waste disposal to the Store Manager.   

• Reports any situation in which unsafe, unlawful or unethical conduct is or might be occurring.

Administrative:  Keeps an accurate record of all shift and timekeeping paperwork. 

• May take inventory of supplies and equipment. 
• Attends job-related meetings (may be required to work irregular hours). 
• Provides regular and predicable onsite attendance.
• Performs other duties as assigned by the Store Manager.

JOB REQUIREMENTS:

• High school diploma or GED preferred.
• Experience in retail sales preferred.
• Ability to accurately operate a variety of equipment that may include cash registers or scanners; hot or cold or beverage dispensers, and other machines or tools.
• Ability to work as scheduled including arriving to work on time.
• Ability to communicate information and ideas so others will understand.
• Ability to perform the four (4) basic arithmetic operations (add, subtract, multiply and divide) preferred.
• Ability to perform essential duties and physical functions described below.
• Ability to work in the conditions described below.

PHYSICAL REQUIREMENTS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  Physical activity inventory of the position includes:

• Ability to be exposed to cold or warm temperature extremes performing occasional work in a walk-in cooler and/or freezer and outdoors

• Ability to occasionally lift and/or carry up to 30 pounds from ground to overhead (i.e., assisting in stocking/maintaining inventory levels)
• Ability to occasionally lift and/or carry up to 50 pounds from ground to waist (i.e., to replenish fountain syrups).
• Ability to grasp, reach and manipulate objects with hands for entire shift. (This handwork requires eye-hand coordination.
• Ability to push/pull with arms up to a force of 20 pounds (i.e., utilizing a hand-truck)
• Able to reach overhead for objects
• Ability to bend and twist at waist
• Ability to communicate orally
• Ability to operate a cash register and/or computer keyboard
• Ability to stoop, kneel, squat, bend, push, and pull
• Ability to work alone
• Be exposed to occasional noise
• Ability to stand and/or walk for an entire shift
• May require climbing a ladder to store and retrieve materials or place and remove signs

WORK ENVIRONMENT:

• Perform approximately 95% of all work indoors, but will be required to clean parking lots, gas pumps, take out garbage, etc.
• Exposure to extreme cold temperatures while performing occasional work in a walk in cooler and/or freezer
• Exposure to occasional noise.
• Work with minimum direction and periodic supervision.

JOB DESCRIPTION ACKNOWLEDGMENT

This Job Description indicates the general nature and level of work to be performed in this position and it is not intended to contain or be interpreted as a comprehensive inventory of all the duties, responsibilities, functions and qualifications required of the position.  The incumbent may be asked to perform other duties and will be evaluated, in part, on performance of the tasks listed in this job description.  As with all positions, the responsibilities and duties of this position may change.  The Company reserves the right to revise this Job Description at any time with or without notice. This Job Description does not constitute a contract for employment and either the incumbent or the Company may terminate employment at any time, for any reason, with or without notice.

Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to fuel the success of Canadian entrepreneurs.

Choosing BDC as your employer also means:

• Flexible and competitive benefits, including an Employee Savings and Investment Plan where BDC matches part of your voluntary contributions, a Defined Benefit Pension Plan, a $750 wellness and health care spending account, to name a few   

• In addition to paid vacation each year, five personal days, sick days as necessary, and our offices are closed from December 25 to January 1

• A hybrid work model that truly balances work and personal life

• Opportunities for learning, training and development, and much more... 

*Please note that this role is temporary for 18 months and can be located anywhere across Canada.

*Temporary employees are not eligible for benefits.

POSITION OVERVIEW

The incumbent will be responsible for delivering high-quality client service to Virtual Banking clients across Canada, performing various administrative tasks and supporting the team. If you are seeking an organization that values your talent, this is your chance to become part of our committed and diverse team.

CHALLENGES TO BE MET

• Provide excellent client service for the Virtual Business Centre in the resolution of basic customer issues and escalate complex issues to appropriate team members.

• Provide prompt, accurate and professional responses to existing clients while ensuring adherence to policies, procedures and practices.

• Prepare letters to the client/professionals based on the specific process (e.g., letter of intent, letter of offer, mandates to professionals) and/or develop client proposals/contracts, ensuring that the information is accurate and entered into our system, all necessary documentation, requirements and signatures are prepared/obtained, forms are completed, and follow-up is performed.

• Actively participate in the development of the portfolio by identifying opportunities for financing.

• Perform pre-qualification and risk rating activities for Virtual Banking prospects/clients.

• Proactively participate in Virtual Banking marketing efforts by preparing communications and tracking attendance.

• Keep abreast of changes to policies, procedures and processes.

• Perform various tasks to support other Virtual Banking teams when required.

WHAT WE ARE LOOKING FOR

• College diploma or bachelor’s degree in business administration would be an asset.

• Between 1 to 3 years experience in a similar role.

• Strong organizational skills and ability to prioritize and deal with various situations at all times.

• Client service orientation and demonstrated ability to proactively listen, identify sales, opportunities and solve problems.

• Ability to work independently as part of a virtual team and meet tight deadlines.

• Teamwork, creativity, flexibility, collaborative spirit and desire to work as part of a team.

• Working knowledge of MS Office (Word, Excel, Outlook).

• The ability to analyze and interpret financial statements is considered an asset.

• Excellent writing and speaking skills in French and English.

What you'll be doing

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.

• We work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

*Subject to program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [email protected]

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit

• We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Expected End Date

2025-09-26

Job Location

Mont-Sherbrooke & Metcalfe

Employment Type

Temporary (Fixed Term)

Weekly Hours

37.5

Skills

Client Issue Resolution, Client Service, Customer Experience (CX), Digital Literacy, Empathy, Financial Products, Interpersonal Communication, Standards Compliance, Transaction Services