Part-Time Banking Advisor & Client Concierge

BMO Bank N.A.; Hanford (CA); 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 in the United States (California) is hiring a part-time Retail Banking Sales & Service Associate. This role delivers exceptional customer service, identifies needs, and provides guidance on financial solutions within BMO’s channel mix.

You will work with branch and partners to expand customer relationships and promote digital banking options. You will welcome customers, discuss everyday banking needs, and support branch operations while following risk and compliance

Qualifications

• 1–2 years of relevant experience and/or certification in related field desirable or an equivalent combination of education and experience.
• Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
• 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.
• Passionate commitment to helping customers.
• Drive to deliver a personal customer experience.
• A focus on results and the ability to thrive in a consultative sales and team-based environment.
• Resourceful self-starter with courage and confidence to approach customers.
• Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.
• An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
• Basic specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.
• Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
• Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
• Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
• Meets customer transaction-based needs with seamless execution.
• Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
• Contributes to meeting branch business results and the customer experience.
• Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
• Acts as a key member of a collaborative and versatile branch and market team.
• Takes the initiative to find creative approaches that make each customer’s experience feel personal.

Skills

Customer service

Sales aptitude

Communication skills

Collaboration

Problem solving

Attention to detail

Tools

Social media tools

Online tools

Tablets/ smartphones

Job description

BMO Financial Group in the United States (California) is hiring a part-time Retail Banking Sales & Service Associate. This role delivers exceptional customer service, identifies needs, and provides guidance on financial solutions within BMO’s channel mix.

You will work with branch and partners to expand customer relationships and promote digital banking options. You will welcome customers, discuss everyday banking needs, and support branch operations while following risk and compliance