Part-Time Personal Banker & Customer Experience Leader

BMO; Greenwood Village (CO); Vor Ort; USD 42.000 - 61.000; Teilzeit

Benefits dieser Stelle

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Zusammenfassung

BMO Financial Group is hiring for a part-time Retail Banking Sales & Service role in Colorado. The position involves delivering excellent customer service, assessing customer needs, and guiding clients toward financial solutions that fit their goals.

You will work closely with branch teams and partners to enhance the customer experience across channels. The role emphasizes consultative selling, relationship building, and adherence to risk and regulatory standards, with a flexible schedule and

Qualifikationen

• Typically 1–2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
• Confident and experienced in the use of social media, tablets, smartphones, online tools, and applications.
• Some experience in a consultative customer service or sales role.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.

Aufgaben

• Delivers exceptional service to BMO customers and prospects; identifies needs and provides suitable financial guidance.
• Guides customers to digital and self-serve options for a quick, easy banking experience.
• As a lobby leader, discusses banking channels and personal banking and investment advice.
• Handles transaction-based needs with seamless execution.
• Engages customers to address everyday banking and credit card needs.
• Supports branch operations and risk/compliance processes to protect customer assets.
• Works with branch and market teams to achieve business objectives.
• Explores opportunities to expand customer relationships beyond personal banking.

Kenntnisse

Customer service

Sales experience

Financial knowledge

Communication skills

Problem solving

Team collaboration

Attention to detail

Relationship building

Jobbeschreibung

BMO Financial Group is hiring for a part-time Retail Banking Sales & Service role in Colorado. The position involves delivering excellent customer service, assessing customer needs, and guiding clients toward financial solutions that fit their goals.

You will work closely with branch teams and partners to enhance the customer experience across channels. The role emphasizes consultative selling, relationship building, and adherence to risk and regulatory standards, with a flexible schedule and