Part-Time Banking Concierge & Advisor

BMO Bank N.A.; Pasadena (CA); On-site; USD 45,000 - 75,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Life insurance

Retirement savings plan

Job summary

BMO is seeking a part-time retail banking associate in Pasadena to serve customers and prospects at the branch. You will identify needs and offer guidance on banking and investment options, working with partners to expand relationships and promote digital channels for easy banking.

The role emphasizes personal customer experience, referrals, and adherence to risk and compliance while supporting daily branch operations and a dynamic schedule.

Qualifications

• Typically 1–2 years of relevant experience and/or education in banking or related field.
• Experience in consultative customer service or sales roles is desirable.
• Basic knowledge of personal banking products and services.

Responsibilities

• Delivers exceptional service to customers and prospects in the branch.
• Identifies customer needs and provides guidance on financial solutions.
• Collaborates with partners to drive customer experience and referrals.
• Guides customers to digital and self-serve options for easy banking.
• Supports branch operations and risk/compliance processes.

Skills

Customer service

Sales

Banking products

Needs-based selling

Referral opportunities

Job description

BMO is seeking a part-time retail banking associate in Pasadena to serve customers and prospects at the branch. You will identify needs and offer guidance on banking and investment options, working with partners to expand relationships and promote digital channels for easy banking.

The role emphasizes personal customer experience, referrals, and adherence to risk and compliance while supporting daily branch operations and a dynamic schedule.