Part-Time Banking Advisor for Personal & Digital Solutions

Koitecc Solutions; California, Northern (MO, KY); Hybrid; USD 42,000 - 61,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a part-time Banking Specialist to provide exceptional service to customers and prospects. The role focuses on understanding customer needs, guiding through digital options, and collaborating with partners to enhance relationships and branch performance.

Responsibilities include conducting needs-based conversations, handling transactions, and ensuring compliance with risk and regulatory standards.

Qualifications

• 1–2 years of relevant experience and/or certification in related field desirable or equivalent combination of education and experience.
• Confident in using social media, tablets, smartphones, online tools and apps.
• Some experience in a consultative customer service or sales role.

Responsibilities

• Welcomes customers in the branch and guides them to digital and self-serve options.
• Identifies customer needs and advises on financial solutions.
• Collaborates with partners to refer opportunities and grow customer relationships beyond banking.
• Handles customer transactions with accurate execution and follow-up on applications.
• Maintains knowledge of personal banking products and industry regulations.

Skills

Interpersonal skills

Communication skills

Active listening

Problem solving

Team collaboration

Sales mindset

Customer focus

Tools

Social media

Digital tools

Job description

BMO Financial Group is seeking a part-time Banking Specialist to provide exceptional service to customers and prospects. The role focuses on understanding customer needs, guiding through digital options, and collaborating with partners to enhance relationships and branch performance.

Responsibilities include conducting needs-based conversations, handling transactions, and ensuring compliance with risk and regulatory standards.