Part-Time Personal Banking Advisor

BMO; Colorado; On-site; USD 42,000 - 61,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plan

Job summary

BMO in Colorado is seeking a part-time lobby leader to deliver exceptional service to customers and prospects, guiding conversations about banking solutions and digital channels. You will welcome and guide customers, propose suitable banking options, and promote self-serve tools to make banking easy, fast, and personal.

You will work with branch partners to identify referral opportunities, address everyday banking needs, and contribute to meeting branch targets while upholding risk and

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.
• Experience with social media, tablets, smartphones, and online tools.
• Some experience in a consultative customer service or sales role with a drive to deliver a personal customer experience.
• Basic knowledge of banking solutions to refer to specialists.
• Strong interpersonal, listening, and problem-solving skills.

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Collaborates with branch partners to achieve business objectives.
• Guides customers on digital and self-serve options to simplify banking.
• Meets transaction-based needs with seamless execution.
• Supports operational activities and risk/compliance processes.

Skills

Customer service

Sales

Communication

Teamwork

Problem solving

Active listening

Job description

BMO in Colorado is seeking a part-time lobby leader to deliver exceptional service to customers and prospects, guiding conversations about banking solutions and digital channels. You will welcome and guide customers, propose suitable banking options, and promote self-serve tools to make banking easy, fast, and personal.

You will work with branch partners to identify referral opportunities, address everyday banking needs, and contribute to meeting branch targets while upholding risk and