Part-Time Personal Banker & Client Concierge

BMO; Tempe (AZ); On-site; USD 42,000 - 55,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Tempe, AZ is seeking a part-time Banking Associate (20 hrs/week) to deliver exceptional service to customers and prospects. You will identify needs and provide guidance on financial solutions, while collaborating with branch partners to create a seamless customer experience and grow the relationship with BMO.

You’ll welcome customers, discuss digital and self-serve options, conduct needs-based conversations, and process transactions with accuracy.

Qualifications

• 1–2 years of relevant experience in customer service or sales.
• Ability to use social media, tablets, and online tools.
• Knowledge of banking products and digital channels.
• Strong communication and problem-solving skills.

Responsibilities

• Provide personal banking and investment advice.
• Guide customers on digital and self-serve options.
• Identify referral opportunities with branch partners.
• Meet transaction-based needs with seamless execution.
• Support branch operations and risk/compliance processes.

Skills

Customer service

Sales

Communication

Problem solving

Education

High school diploma

Tools

Social media

Tablets

Smartphones

Job description

BMO Financial Group in Tempe, AZ is seeking a part-time Banking Associate (20 hrs/week) to deliver exceptional service to customers and prospects. You will identify needs and provide guidance on financial solutions, while collaborating with branch partners to create a seamless customer experience and grow the relationship with BMO.

You’ll welcome customers, discuss digital and self-serve options, conduct needs-based conversations, and process transactions with accuracy.