Part-Time Personal Banker & Financial Solutions Advisor

Bank of Montreal

Westminster (CO)

On-site

USD 42,000 - 51,000

Part time

14 days+

Application generator

Don’t send a generic resume — generate a resume and cover letter tailored to this exact role.

Get past ATS filters

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal in Westminster, CO is seeking a part-time Retail Banking Sales & Service associate to deliver exceptional customer experiences. You will identify customer needs, provide guidance on financial solutions, and work with branch partners to grow relationships across personal banking and investments.

The role emphasizes advising clients on banking channels, supporting transactions, and contributing to branch business results while maintaining compliance and risk controls.

Qualifications

Experience in consultative customer service or sales roles to deliver personal banking experiences.
Knowledge of personal banking products and services to advise customers.
Ability to use digital channels and self-serve options to support customers.

Responsibilities

Welcome customers and guide them to branch services and digital options.
Identify customer needs and provide appropriate banking advice and solutions.
Process transactions with accuracy and efficiency.
Collaborate with partners to grow customer relationships and meet branch goals.
Support branch operations and risk/compliance processes as required.

Skills

Customer service

Sales experience

Communication skills

Teamwork

Problem solving

Tools

Tablets

Smartphones

Online tools

Job description

The role emphasizes advising clients on banking channels, supporting transactions, and contributing to branch business results while maintaining compliance and risk controls.

Get your free, confidential resume review.

or drag and drop your file here.