Part-Time Branch Banking Advisor

BMO Harris Bank

Cave Creek (AZ)

On-site

USD 42,000 - 55,000

Part time

5 days ago
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Benefits offered by this job

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans

Job summary

BMO Harris Bank in Cave Creek, AZ is hiring a part-time Retail Banking Associate (30 hours per week) to deliver exceptional service, identify customer needs, and guide clients to the best financial solutions. You'll collaborate with branch teammates and partners to grow relationships, assist with transactions, and promote digital and self-serve options, while maintaining high ethical standards.

This role emphasizes risk awareness, compliance, and a personal customer experience, with

Qualifications

  • Confident in using social media, tablets, smartphones, online tools and apps.
  • Some experience in consultative customer service or sales roles.
  • Basic knowledge of sales and business banking solutions to refer to specialists.
  • Passionate about helping customers and delivering a personal experience.
  • Strong results focus and ability to thrive in a team-based environment.

Responsibilities

  • Identify referral opportunities with BMO partners to grow customer relationships.
  • Welcome and guide customers, offering advice on digital and self-serve options.
  • Conduct client conversations about banking services and channels.
  • Meet transaction-based needs with seamless execution.
  • Review customer profiles and address everyday banking plans.
  • Contribute to branch business results and customer experience.
  • Support operational activities (inventory, requests, filings).
  • Act as a key member of branch and market team.
  • Identify and report suspicious activity related to money laundering.
  • Follow risk/compliance processes to safeguard assets.

Skills

Social media
Tablets
Smartphones
Online tools
Consultative sales
Customer service
Sales solutions knowledge
Interpersonal skills
Communication skills
Team collaboration

Job description

BMO Harris Bank in Cave Creek, AZ is hiring a part-time Retail Banking Associate (30 hours per week) to deliver exceptional service, identify customer needs, and guide clients to the best financial solutions. You'll collaborate with branch teammates and partners to grow relationships, assist with transactions, and promote digital and self-serve options, while maintaining high ethical standards.

This role emphasizes risk awareness, compliance, and a personal customer experience, with

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