Part-Time Banking Advisor & Customer Experience Leader

BMO U.S.; San Lorenzo (CA); On-site; USD 43,000 - 58,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plan

Job summary

BMO Financial Group is seeking a part-time Banking Associate in California to deliver exceptional customer service, identify banking needs, and provide guidance on financial solutions across digital channels. You will collaborate with branch teammates and partners to achieve customer experience and business goals.

The role emphasizes needs-based conversations, risk-compliant service, and supportive operational activities within a branch environment. Flexible hours per week are stated.

Qualifications

• 1–2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
• 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.

Responsibilities

• 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.
• As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
• 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.
• Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
• Organizes work information to ensure accuracy and completeness.
• Takes the initiative to find creative approaches that make each customer’s experience feel personal.
• Looks for ways to contribute to the ongoing improvement of the overall customer experience.
• Contributes to business results and the overall experience delivered.

Skills

Social media proficiency

Customer service

Consultative sales

Interpersonal skills

Communication skills

Tools

Online tools

Tablets

Job description

BMO Financial Group is seeking a part-time Banking Associate in California to deliver exceptional customer service, identify banking needs, and provide guidance on financial solutions across digital channels. You will collaborate with branch teammates and partners to achieve customer experience and business goals.

The role emphasizes needs-based conversations, risk-compliant service, and supportive operational activities within a branch environment. Flexible hours per week are stated.