Part-Time Banking Advisor & Customer Champion

Socket.dev; Lake Oswego (OR); On-site; USD 42,000 - 61,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident & life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a Part-time Team Member in Retail Banking Sales & Service to help deliver exceptional customer experiences. You will identify customer needs, guide them to digital options, and collaborate with partners to achieve branch goals.

The role emphasizes personal service, regulatory compliance, and a proactive approach to developing customer relationships across channels.

Qualifications

• Typically 1–2 years of relevant experience and/or education in a related field.
• Confident with social media, tablets, smartphones, online tools and apps.
• Experience in consultative customer service or sales is a plus.
• Knowledge of business banking solutions to refer to specialists.

Responsibilities

• Welcomes and guides customers and offers advice on digital and self-serve options.
• Identify customer needs and provide financial solutions in customers' best interests.
• Collaborate with branch partners and other channels to deliver the customer experience.
• Handle transactional needs with accurate, efficient service.

Skills

Strong interpersonal skills

Verbal & written communication

Analytical and problem solving

Organization skills

Collaboration & teamwork

Active listening and empathy

Job description

BMO Financial Group is seeking a Part-time Team Member in Retail Banking Sales & Service to help deliver exceptional customer experiences. You will identify customer needs, guide them to digital options, and collaborate with partners to achieve branch goals.

The role emphasizes personal service, regulatory compliance, and a proactive approach to developing customer relationships across channels.