Part-Time Banking Advisor

BMO U.S.; Lake Oswego (OR); On-site; USD 42,000 - 61,000; 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 Banking Specialist to deliver exceptional service to customers and prospects. You will identify needs and guide clients toward suitable financial solutions while collaborating with branch partners to enhance the customer experience.

The role emphasizes consultative conversations about personal banking, credit cards, and digital channels, with a focus on accurate transactions and risk-aware service. Flexible scheduling may apply across branches.

Qualifications

• Typically between 1–2 years of relevant experience and/or certification.
• Prior experience in consultative customer service or sales is preferred.
• Familiarity with personal banking, credit cards, and basic banking solutions.
• Proficiency with social media, tablets, smartphones, and online tools.

Responsibilities

• D delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides guidance on financial solutions.
• Welcomes customers and advises on digital and self-serve options.
• Works with branch partners to grow customer relationships.
• Assists in client conversations about banking services and channels.
• Maintains customer transaction accuracy and efficient service.
• Supports risk and compliance processes and policy adherence.
• Contributes to branch business results and overall customer experience.
• May work at multiple branches; flexible schedule.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Problem solving

Organization

Team collaboration

Customer service

Sales aptitude

Social media comfort

Job description

BMO Financial Group is seeking a part-time Banking Specialist to deliver exceptional service to customers and prospects. You will identify needs and guide clients toward suitable financial solutions while collaborating with branch partners to enhance the customer experience.

The role emphasizes consultative conversations about personal banking, credit cards, and digital channels, with a focus on accurate transactions and risk-aware service. Flexible scheduling may apply across branches.