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

  • Builds effective relationships with internal/external stakeholders.
  • Ensures alignment between stakeholders.
  • Participates in team projects, keeping up to date on new initiatives and processes.
  • Executes work to deliver timely, accurate, and efficient service.
  • Analyze data and information to provide insight and recommendations.
  • Provides first point of contact operational support to internal business partners and end clients.
  • Provides excellent service and support for all in-scope business groups, products, policies, and procedures.
  • Maintain solid knowledge within subject matter specialties.
  • Notifies and provides regular updates on operational issues to business partners.
  • Ensures Incident Management Processes are followed.
  • May support change management of varying scope and type; tasks typically focused on execution and sustainment activities.
  • Supports the development of tailored messaging, which may include writing, editing and distributing communications.
  • Organizes work information to ensure accuracy and completeness.
  • Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
  • Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
  • Analyzes issues and determines next steps.
  • Broader work or accountabilities may be assigned as needed.Qualifications:
  • Typically between 2 – 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
  • PC skills (MS Word, Excel, PowerPoint) – Good.
  • Knowledge of the business/group processes/procedures/tools/technology.
  • Knowledge of applicable risk and regulatory requirements and the impact on the business/group.
  • Specialized knowledge.
  • Verbal & written communication skills – Good.
  • Organization skills – Good.
  • Collaboration & team skills – Good.
  • Analytical and problem solving skills – Good.


We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at

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.

Apply: Bilingual Senior Customer Representative- Investment Funds Group Contact Centre (New Grad) (

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