Part-Time Banking Solutions Advisor

BMO Financial Group; Scottsdale (AZ); On-site; USD 42,000 - 50,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a part-time Banking Advisor in Scottsdale, AZ to deliver exceptional service and guidance on financial solutions. You will identify customer needs, promote digital channels, and work with branch teams to meet customer and business goals.

The role emphasizes consultative selling, relationship building, and compliance while supporting daily branch operations and customer inquiries.

Qualifications

• 1–2 years of relevant experience and/or certification desirable.
• Confident in using social media, tablets, and mobile apps.
• Experience in consultative customer service or sales is a plus.
• Basic knowledge of sales and business banking solutions.
• Strong communication and problem-solving skills.

Responsibilities

• Deliver exceptional service to customers and prospects.
• Identify customer needs and advise on banking solutions.
• Guide customers to digital and self-serve options.
• Engage customers in needs-based conversations for opportunities.
• Support branch operations and risk/compliance processes.

Skills

Social media use

Consultative customer service

Sales experience

Communication skills

Problem solving

Time management

Education

High school diploma or equivalent

Tools

Smartphones/tablets

Online tools & apps

Job description

BMO Financial Group is seeking a part-time Banking Advisor in Scottsdale, AZ to deliver exceptional service and guidance on financial solutions. You will identify customer needs, promote digital channels, and work with branch teams to meet customer and business goals.

The role emphasizes consultative selling, relationship building, and compliance while supporting daily branch operations and customer inquiries.