Part-Time Banking Advisor & Customer Concierge

BMO; Manhattan Beach (CA); On-site; USD 45,000 - 75,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life and disability insurance

Retirement savings plans

Job summary

BMO Financial Group in Manhattan Beach, CA seeks a part-time Banking Associate to deliver exceptional service and guidance on financial solutions. You will identify customer needs, collaborate with branch partners, and help customers navigate digital and self-serve options to bank quickly and easily.

You will engage in needs-based conversations, support branch operations, and contribute to business results while adhering to risk and regulatory requirements.

Qualifications

• Confident and experienced in the use of social media, tablets, smartphones, online tools, and applications.
• Some experience in a consultative customer service or sales role.
• Basic knowledge of specialized sales and business banking solutions.

Responsibilities

• Delivers exceptional service to customers and identifies needs to provide financial guidance.
• Collaborates with branch partners to grow customer relationships with BMO.
• Assists in guiding customers on digital and self-serve options for fast banking.
• Engages customers in needs-based conversations and recommends banking channels.
• Supports branch operations and risk/compliance processes.

Skills

Social media literacy

Customer service experience

Sales mindset

Interpersonal skills

Listening and problem solving

Communication skills

Tools

Online tools

Mobile devices

Job description

BMO Financial Group in Manhattan Beach, CA seeks a part-time Banking Associate to deliver exceptional service and guidance on financial solutions. You will identify customer needs, collaborate with branch partners, and help customers navigate digital and self-serve options to bank quickly and easily.

You will engage in needs-based conversations, support branch operations, and contribute to business results while adhering to risk and regulatory requirements.