Part-Time Personal Banker & Customer Solutions Advisor

BMO; Sandy (UT); On-site; USD 42,000 - 55,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Accident and life insurance

Job summary

BMO is seeking a part-time Retail Banking Sales & Service professional in Sandy, UT. You will welcome customers, assess needs, and guide them to suitable financial solutions across branches and channels.

The role emphasizes personalized service, collaboration with partners, and proactive promotion of digital channels. This position offers a pro-rated salary for part-time hours and a comprehensive benefits package.

Qualifications

• 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 using social media, tablets, smartphones, online tools, and applications.
• Some experience in a consultative customer service or sales role with a drive to deliver a personal customer experience.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.
• Analytical and problem solving skills.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice on financial solutions in the customer’s best interests.
• Collaborates with BMO partners to deliver the desired customer experience and grow the relationship beyond personal banking.
• Guides customers through digital and self-serve options to make banking easy, simple, and fast.
• Engages in needs-based conversations to address everyday banking plans and credit card needs.
• Supports branch operations and risk/compliance processes as required.
• Probes to understand personal banking and credit card needs and integrates marketing promotions into conversations.

Skills

Customer service

Sales experience

Communication skills

Team collaboration

Problem solving

Job description

BMO is seeking a part-time Retail Banking Sales & Service professional in Sandy, UT. You will welcome customers, assess needs, and guide them to suitable financial solutions across branches and channels.

The role emphasizes personalized service, collaboration with partners, and proactive promotion of digital channels. This position offers a pro-rated salary for part-time hours and a comprehensive benefits package.