Part-Time Associate Banker — Personal Banking & Advisory

BMO Harris Bank; Grand Junction (CO); On-site; USD 42,000 - 55,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Life insurance

Retirement savings plans

Job summary

BMO Harris Bank in Grand Junction, CO is seeking a part-time Lobby Leader to warmly welcome customers, guide them to digital services, and discuss personal banking and investment options. This 20-hour-per-week role supports branch operations and collaborates with the market team to meet business goals.

The role emphasizes needs-based conversations, compliance, and delivering a personal customer experience across channels.

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

• 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.

Skills

Social media

Tablets

Smartphones

Online tools

Customer service

Sales

Communication

Problem solving

Listening

Team collaboration

Job description

BMO Harris Bank in Grand Junction, CO is seeking a part-time Lobby Leader to warmly welcome customers, guide them to digital services, and discuss personal banking and investment options. This 20-hour-per-week role supports branch operations and collaborates with the market team to meet business goals.

The role emphasizes needs-based conversations, compliance, and delivering a personal customer experience across channels.