BMO Financial Group Commercial Service Officer in British Columbia, Canada


The Commercial Service Officer (CSO) supports effective delivery of Relationship Management the BMO Way. This role is accountable for supporting an assigned team of Commercial Account Managers (CAMs) in the preparation, execution and fulfillment of everyday banking products/solutions, including simple cash management products in accordance with national service and support standards. In addition, the CSO prepares and executes lending (non-security) and investment product documentation as required to meet the customer’s needs, ensuring compliance with all legal, regulatory and operational effectiveness requirements. As a Deal Team member, the CSO role provides exceptional customer service to all commercial customers using Brilliant at the Basics for Business. To ensure we consistently exceed customer expectation the CSO will identify, record and advise the CAM of any potential risk and customer service issues, and recommend workflow and administrative process alternatives to the customer, CAM and/or the Manager, Commercial Services to improve efficiencies and the customer experience.


Knowledge and Skills

  • Customer Communication Skills (Working)

  • Information Management (Working)

  • Operational Effectiveness (Working)

  • Sales & Service (Working)

  • Business Acumen (Basic)

  • Simple Cash Management, Deposits Product Knowledge and Fulfillment (Working)

  • Commercial Lending Product Knowledge (Basic)

  • Conflict Management & Resolution (Working)

  • Environmental Understanding (Working)

  • Problem Solving (Working)

Level of education and years of experience:

  • Minimum High School Diploma

  • 1-3 Years Financial Experience

We’re here to help

At BMO we have a shared purpose; we put the customer at the centre of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we’re changing the way people think about a bank.

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.

Job Field:

Commercial Banking

Job Schedule:


Primary Location:

Canada-British Columbia-Vancouver