Part-Time Personal Banking Advisor

BMO Harris Bank; California; On-site; USD 42,000 - 61,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Harris Bank is seeking a part-time Banking Service role in California. You will help customers with personal banking needs and guide them toward digital and self-serve options. You’ll work with branch partners to deliver great service and promote banking products and services.

The position emphasizes a friendly, customer-centric approach, collaboration, and compliance with regulatory standards. Hours may vary by market, and benefits are described in the job overview.

Qualifications

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

Responsibilities

• Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.
• Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
• As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
• Meets customer transaction-based needs with seamless execution.
• Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
• Contributes to meeting branch business results and the customer experience.
• Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).

Skills

Social media usage

Customer service

Sales experience

Communication skills

Team collaboration

Job description

BMO Harris Bank is seeking a part-time Banking Service role in California. You will help customers with personal banking needs and guide them toward digital and self-serve options. You’ll work with branch partners to deliver great service and promote banking products and services.

The position emphasizes a friendly, customer-centric approach, collaboration, and compliance with regulatory standards. Hours may vary by market, and benefits are described in the job overview.