Part-Time Banking Advisor & Client Concierge

BMO; 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 is seeking a part-time Banking Advisor in Arizona to deliver exceptional customer service and identify opportunities to help customers with financial solutions. You will work with branch teams and BMO partners to ensure a seamless experience and meet business objectives.

The role requires 1–2 years of relevant experience, strong communication skills, and a customer-centric mindset. You may be scheduled across multiple branches and channels, with a focus on compliant, personalized service.

Qualifications

• Typically between 1–2 years of relevant experience in customer service or sales environments.
• Desirable certification or equivalent combination of education and experience.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions.
• Collaborates with branch and BMO partners to deliver the customer experience and business objectives.
• Welcomes and guides customers in-branch to promote digital and self-serve options.
• Conducts client conversations about banking services and credit card needs.
• Supports operational activities and risk/compliance processes for customers.

Skills

Customer service

Sales

Communication

Teamwork

Problem solving

Job description

BMO is seeking a part-time Banking Advisor in Arizona to deliver exceptional customer service and identify opportunities to help customers with financial solutions. You will work with branch teams and BMO partners to ensure a seamless experience and meet business objectives.

The role requires 1–2 years of relevant experience, strong communication skills, and a customer-centric mindset. You may be scheduled across multiple branches and channels, with a focus on compliant, personalized service.