Part-Time Banking Advisor & Client Concierge

Bank of Montreal; Tempe (AZ); On-site; USD 42,000 - 50,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

Bank of Montreal (BMO) is seeking a part-time Retail Banking Associate in Tempe, AZ. The role delivers exceptional service to customers, identifies needs, and provides guidance on financial solutions while promoting digital and self-serve options.

You will work with BMO partners to expand relationships and support branch goals. The position emphasizes personalized service, a needs-based approach, and collaboration across channels, with flexibility in schedule and involvement in risk/compliance.

Qualifications

• Typically 1–2 years of relevant experience and/or certification in related field of study desirable or equivalent combination of education and experience.
• Experience in consultative customer service or sales roles is beneficial.
• Proficient use of social media, tablets, smartphones, online tools and applications.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Recommends alternative channels and personal banking/investment options.
• Leads customer conversations to address everyday banking plans and credit card needs.
• Supports branch operations and risk/compliance processes.

Skills

Customer service

Sales

Communication

Teamwork

Listening

Problem solving

Job description

Bank of Montreal (BMO) is seeking a part-time Retail Banking Associate in Tempe, AZ. The role delivers exceptional service to customers, identifies needs, and provides guidance on financial solutions while promoting digital and self-serve options.

You will work with BMO partners to expand relationships and support branch goals. The position emphasizes personalized service, a needs-based approach, and collaboration across channels, with flexibility in schedule and involvement in risk/compliance.