Part-Time Banking Advisor & Customer Concierge

BMO U.S.; Rio Rancho (NM); On-site; USD 41,714 - 50,000; Part time

Benefits offered by this job

Comprehensive benefits

Health insurance

Tuition reimbursement

Accident insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a part-time lobby advisor to deliver exceptional customer service in a branch setting in Rio Rancho, NM. You will identify customer needs and provide guidance on personal banking and credit card solutions, working with branch colleagues and partners to meet business goals.

The role focuses on a personal customer experience, guiding customers to digital options, and assisting with everyday banking tasks while adhering to risk and compliance requirements.

Qualifications

• 1–2 years of relevant experience desirable or equivalent education.
• Confident with using tablets, smartphones and online tools.
• Experience in consultative customer service or sales helpful.
• Basic knowledge of personal banking products and credit cards.

Responsibilities

• Deliver exceptional service to BMO customers and prospects.
• Identify customer needs and advise on financial solutions.
• Collaborate with branch and partners to improve customer experience.
• Promote digital and self-serve options for easy banking.
• Support branch operations and risk/compliance processes.

Skills

Customer service

Sales

Consultative selling

Interpersonal skills

Problem solving

Tools

Tablets

Smartphones

Online tools

Job description

BMO Financial Group is seeking a part-time lobby advisor to deliver exceptional customer service in a branch setting in Rio Rancho, NM. You will identify customer needs and provide guidance on personal banking and credit card solutions, working with branch colleagues and partners to meet business goals.

The role focuses on a personal customer experience, guiding customers to digital options, and assisting with everyday banking tasks while adhering to risk and compliance requirements.