Part-Time Personal Banking Advisor

BMO U.S.; Aurora (CO); On-site; USD 42,000 - 61,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Financial Group in Colorado is seeking a part-time Customer Service Associate to deliver exceptional service to customers and prospects, identify needs and guide them toward suitable financial solutions.

This role collaborates with branch partners, welcomes customers, explains digital options, conducts needs-based conversations, supports branch operations, and ensures compliance while maintaining knowledge of products and trends.

Qualifications

• 1–2 years of relevant experience desirable or equivalent combination of education and experience.
• Confident with social media, tablets, smartphones, online tools, and applications.
• Experience in consultative customer service or sales is preferred.

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies customer needs and provides guidance on suitable financial solutions.
• Collaborates with branch partners to grow customer relationships beyond personal banking.
• Welcomes customers and guides them to digital/self-serve options.
• As lobby leader, conducts conversations about banking services and investments.
• Meets transaction-based needs with seamless execution.
• Reviews profiles to identify opportunities and address banking needs.
• Supports branch operations and risk/compliance processes.
• Maintains knowledge of products, trends, and regulatory requirements.

Skills

1-2 years experience

Customer service

Consultative selling

Job description

BMO Financial Group in Colorado is seeking a part-time Customer Service Associate to deliver exceptional service to customers and prospects, identify needs and guide them toward suitable financial solutions.

This role collaborates with branch partners, welcomes customers, explains digital options, conducts needs-based conversations, supports branch operations, and ensures compliance while maintaining knowledge of products and trends.