Part-Time Banking Concierge & Customer Advisor

BMO; Manhattan Beach (CA); On-site; USD 45,000 - 75,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plan

Accident and life insurance

Job summary

BMO is hiring a Part-time Banking Specialist in Manhattan Beach, CA. You will deliver exceptional service, identify customer needs, and guide clients through digital banking options, aiming to simplify and speed their banking experience.

The role emphasizes consultative selling, in-branch and cross-channel collaboration, and a focus on personal banking and credit card needs while contributing to branch goals and risk/compliance standards.

Qualifications

• 1–2 years of relevant experience and/or certification in related field.
• Confident with social media, tablets, smartphones, online tools.
• Some experience in a consultative customer service or sales role.
• Basic knowledge of specialized sales and business banking solutions.
• Strong interpersonal and communication skills.

Responsibilities

• Identify customer needs and provide advice on financial solutions in customers' best interests.
• Welcome and guide customers in the branch, promoting digital and self-serve options.
• Collaborate with BMO partners to grow customer relationships beyond personal banking.
• Meet transaction-based needs with seamless execution.
• Contribute to branch business results and overall customer experience.

Skills

Customer service excellence

Consultative selling

Communication skills

Banking knowledge

Team collaboration

Tools

Digital banking tools

Retail banking software

Job description

BMO is hiring a Part-time Banking Specialist in Manhattan Beach, CA. You will deliver exceptional service, identify customer needs, and guide clients through digital banking options, aiming to simplify and speed their banking experience.

The role emphasizes consultative selling, in-branch and cross-channel collaboration, and a focus on personal banking and credit card needs while contributing to branch goals and risk/compliance standards.