Part-Time Banking Advisor

BMO

Denver (CO)

On-site

USD 42,000 - 61,000

Part time

2 days ago
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Benefits offered by this job

Health insurance
Tuition reimbursement
Retirement savings plans

Job summary

BMO is hiring for a part-time Banking Support role in the United States. The position focuses on delivering exceptional customer service, identifying needs, and guiding customers to digital banking options.

You will collaborate with branch partners to grow relationships and support everyday banking and credit card needs. The role emphasizes risk awareness, regulatory compliance, and a proactive approach to improving the customer experience while contributing to branch goals.

Qualifications

  • 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.
  • Strong interpersonal skills and ability to build rapport with customers.
  • Readiness to collaborate and work in different capacities as part of a team.

Responsibilities

  • Identifies customer needs and provides advice on financial solutions aligned with customers' best interests.
  • Guides customers to digital and self-serve options for easy, fast banking.
  • Collaborates with partners to identify referral opportunities and grow customer relationships.
  • Assists in meeting branch business results and supports operational activities.
  • Follows risk and compliance processes to safeguard customer assets and privacy.

Skills

Consultative sales
Customer service
Communication skills
Team collaboration
Problem solving

Tools

Social media
Online tools
Mobile devices

Job description

BMO is hiring for a part-time Banking Support role in the United States. The position focuses on delivering exceptional customer service, identifying needs, and guiding customers to digital banking options.

You will collaborate with branch partners to grow relationships and support everyday banking and credit card needs. The role emphasizes risk awareness, regulatory compliance, and a proactive approach to improving the customer experience while contributing to branch goals.

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