Part-Time Banking Advisor — Personal Finance Solutions

Hispanic Alliance for Career Enhancement

Elizabeth (CO)

On-site

USD 41,714 - 50,500

Part time

14 days+
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Benefits offered by this job

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans

Job summary

BMO Financial Group is hiring a part-time Banking Associate to deliver exceptional customer service in a branch setting. You will identify customer needs, guide them through banking solutions, and collaborate with partners to expand relationships.

The role emphasizes a personal banking approach and adherence to risk and regulatory practices. The position involves a 20-hour work week with eligibility for comprehensive benefits and a focus on delivering a seamless, customer-first experience across

Qualifications

  • Typically 1–2 years of relevant experience and/or certification in related field.
  • Confident with social media, tablets, smartphones, online tools and apps.
  • Some experience in consultative customer service or sales, with a drive to deliver a personal experience.
  • Basic knowledge of banking solutions to refer to specialists.
  • Strong communication, organization and teamwork skills.

Responsibilities

  • Delivers exceptional service to customers and prospects; identifies needs and advises on financial solutions.
  • Collaborates with partners to grow customer relationships beyond personal banking.
  • Welcomes customers in the lobby and guides them to digital and self-serve options.
  • Conducts client conversations about banking services and investments with a needs-based approach.
  • Meets transaction-based needs with seamless execution; follows risk and compliance requirements.

Skills

Customer service
Sales
Communication skills
Teamwork
Problem solving
Organization skills
Attention to detail
Interpersonal skills

Education

1-2 years experience in related field

Job description

BMO Financial Group is hiring a part-time Banking Associate to deliver exceptional customer service in a branch setting. You will identify customer needs, guide them through banking solutions, and collaborate with partners to expand relationships.

The role emphasizes a personal banking approach and adherence to risk and regulatory practices. The position involves a 20-hour work week with eligibility for comprehensive benefits and a focus on delivering a seamless, customer-first experience across

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