Part-Time Banker: Personal Banking & Customer Experience

BMO U.S.; Cave Creek (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 U.S. is seeking a part-time lobby-focused banking professional to deliver exceptional customer service and guidance on financial solutions. You will identify needs, promote digital channels, and collaborate with partners to deepen customer relationships across personal banking and credit cards.

The role emphasizes a consultative sales approach, operational support, and compliance with banking regulations while maintaining a high standard of customer experience.

Qualifications

• Typically 1–2 years of relevant experience and/or certification in related field.
• Confident with social media, tablets, smartphones, online tools, and applications.
• Some experience in a consultative customer service or sales role.
• Basic knowledge of banking solutions to refer to specialists.
• Strong interpersonal and communication skills.

Responsibilities

• Identifies customer needs and provides advice on financial solutions in customers' best interests.
• Collaborates with BMO partners to identify referral opportunities and grow customer relationships.
• Welcomes and guides customers in the branch and promotes digital/self-serve options.
• Delivers service and executes transactions with accuracy.
• Assesses customer profiles and recommends opportunities in everyday banking and credit cards.
• Supports branch operations and risk/compliance processes as required.

Skills

Customer service

Sales mindset

Communication

Team collaboration

Problem solving

Education

Certification in related field

Job description

BMO U.S. is seeking a part-time lobby-focused banking professional to deliver exceptional customer service and guidance on financial solutions. You will identify needs, promote digital channels, and collaborate with partners to deepen customer relationships across personal banking and credit cards.

The role emphasizes a consultative sales approach, operational support, and compliance with banking regulations while maintaining a high standard of customer experience.