Part-Time Bank Advisor & Customer Concierge

BMO U.S.; Los Gatos (CA); On-site; USD 44,300 - 66,400; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in the United States seeks a part-time service-oriented associate to deliver exceptional banking guidance and drive customer relationships. You will identify needs, offer digital options, and collaborate with branch teams to meet business goals.

This role emphasizes personal banking and investment conversations, proactive referrals, and compliance with regulatory requirements while maintaining excellent customer experiences.

Qualifications

• 1–2 years of relevant experience desirable or equivalent education.
• Confident with social media, tablets, smartphones, online tools.
• Some experience in consultative customer service or sales.
• Basic knowledge of banking solutions to refer to specialists.
• Strong communication and collaboration skills.

Responsibilities

• Delivers personal banking guidance and investment advice.
• Identifies referral opportunities with BMO partners.
• Welcomes customers and explains digital/self-serve options.
• Conducts needs-based conversations about banking products.
• Executes transactions accurately and efficiently.
• Follows risk and compliance policies to protect customers.

Skills

Customer service

Sales experience

Interpersonal skills

Communication skills

Education

Associate degree

Tools

Tablets

Smartphones

Online tools

Job description

BMO Financial Group in the United States seeks a part-time service-oriented associate to deliver exceptional banking guidance and drive customer relationships. You will identify needs, offer digital options, and collaborate with branch teams to meet business goals.

This role emphasizes personal banking and investment conversations, proactive referrals, and compliance with regulatory requirements while maintaining excellent customer experiences.