Part-Time Associate Banker: Personal Banking Advisor

BMO Harris Bank; Mesa (AZ); On-site; USD 42,000 - 55,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a part-time Retail Banking Sales & Service professional in Mesa, AZ. You will welcome customers, assess needs, and guide them to suitable financial solutions while promoting digital and self-serve channels.

Team collaboration and referral opportunities will help grow customer relationships. The role emphasizes a personal customer experience, adherence to risk and regulatory requirements, and contribution to branch results.

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.
• 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.

Responsibilities

• Welcomes and guides customers as they walk into the branch lobby and offers advice on digital and self-serve options.
• Identifies customer needs and provides guidance on financial solutions in customers’ best interests.
• Collaborates with partners to identify referral opportunities and grow customer relationships.
• Meets transaction-based needs with seamless execution.
• Engages customers in needs-based conversations to identify opportunities and address banking plans and card needs.
• Contributes to meeting branch business results and customer experience.
• Supports operational activities such as inventory management and follow-up on applications.

Skills

Customer service

Sales experience

Interpersonal skills

Communication

Technology literacy

Time management

Tools

CRM software

Job description

BMO Financial Group is seeking a part-time Retail Banking Sales & Service professional in Mesa, AZ. You will welcome customers, assess needs, and guide them to suitable financial solutions while promoting digital and self-serve channels.

Team collaboration and referral opportunities will help grow customer relationships. The role emphasizes a personal customer experience, adherence to risk and regulatory requirements, and contribution to branch results.