Part-Time Banking Advisor – Personal Finance Solutions

BMO; Thousand Oaks (CA); On-site; USD 45,000 - 75,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO is seeking a part-time Banking Advisor in Thousand Oaks, CA to deliver exceptional service and guide customers through financial solutions. The role emphasizes collaboration with branch teams and BMO partners to create a seamless customer experience across channels.

Responsibilities include needs-based conversations, promoting digital options, and supporting operations while upholding risk and compliance.

Qualifications

• Experience in consultative customer service or sales roles.
• Basic knowledge of sales and business banking solutions.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides guidance on financial solutions.
• Collaborates with branch and BMO partners to enhance customer experience.
• Promotes digital and self-serve options to simplify banking for customers.
• Guides customers in personal banking and credit card discussions and referrals.
• Supports branch operations and risk/compliance processes.
• Contributes to branch business results and overall customer experience.

Skills

Customer service

Sales

Communication

Teamwork

Problem solving

Job description

BMO is seeking a part-time Banking Advisor in Thousand Oaks, CA to deliver exceptional service and guide customers through financial solutions. The role emphasizes collaboration with branch teams and BMO partners to create a seamless customer experience across channels.

Responsibilities include needs-based conversations, promoting digital options, and supporting operations while upholding risk and compliance.