Part-Time Banking Advisor - Personal Finance Solutions

BMO; Centennial (CO); On-site; USD 42,000 - 61,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Life insurance

Retirement plans

Job summary

BMO is seeking a part-time Retail Banking Sales & Service associate in Centennial, Colorado. You will welcome customers, assess needs, and guide them to appropriate financial solutions and digital options. You’ll work with branch teams to deliver exceptional service and drive referrals and customer growth.

The role emphasizes relationship-building, needs-based conversations, and accurate handling of banking products while following risk and regulatory requirements.

Qualifications

• 1–2 years of relevant experience and/or certification.
• Some experience in a consultative customer service or sales role.
• Basic knowledge of banking solutions to refer to specialists.
• Verbal & written communication skills – good.
• Strong collaboration and team skills.
• Ability to identify referral opportunities and grow customer relationships.
• Adherence to risk and compliance processes.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies needs and advises on financial solutions.
• Collaborates with branch and BMO partners to meet business objectives.
• Guides customers to digital and self-serve options for easy banking.
• Conducts client conversations about banking services and investments.
• Supports branch operations and administrative tasks.
• Maintains compliance with regulatory requirements.

Skills

Customer service

Sales

Communication

Teamwork

Problem solving

Listening

Tools

Social media

Tablets

Smartphones

Online tools

Job description

BMO is seeking a part-time Retail Banking Sales & Service associate in Centennial, Colorado. You will welcome customers, assess needs, and guide them to appropriate financial solutions and digital options. You’ll work with branch teams to deliver exceptional service and drive referrals and customer growth.

The role emphasizes relationship-building, needs-based conversations, and accurate handling of banking products while following risk and regulatory requirements.