Part-Time Banking Advisor — Personal Finance & Service

BMO Harris Bank; Scottsdale (AZ); Sur place; USD 42 000 - 55 000; Temps partiel

Avantages offerts par ce poste

Health insurance

Tuition reimbursement

Retirement savings plans

Résumé du poste

BMO Harris Bank is seeking a part-time Banking Associate in Scottsdale to deliver exceptional customer service and guidance on financial solutions. You will collaborate with branch partners to identify referral opportunities and support daily branch operations, while maintaining knowledge of personal banking products and regulatory requirements.

The role emphasizes a needs-based consultative approach, friendly in-branch engagement, and the ability to adapt to varying shifts across multiple

Qualifications

• 1–2 years of relevant experience and/or related field certification desirable or equivalent combination of education and experience.
• 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 with a drive to deliver a personal customer experience.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.
• Readiness to collaborate and work in different capacities as part of a team.

Responsabilités

• Welcomes and guides customers as they walk into the branch lobby and offers advice on digital/self-serve options.
• Identifies customer needs and provides guidance on financial solutions in customers' best interests.
• Collaborates with partners to identify referral opportunities and grow customer relationships with BMO.
• Meets transaction-based needs with seamless execution and supports operational activities.
• Maintains knowledge of personal banking products and regulatory requirements to safeguard customers' assets.

Connaissances

Customer service

Sales

Communication skills

Interpersonal skills

Problem solving

Description du poste

BMO Harris Bank is seeking a part-time Banking Associate in Scottsdale to deliver exceptional customer service and guidance on financial solutions. You will collaborate with branch partners to identify referral opportunities and support daily branch operations, while maintaining knowledge of personal banking products and regulatory requirements.

The role emphasizes a needs-based consultative approach, friendly in-branch engagement, and the ability to adapt to varying shifts across multiple