Part-Time Personal Banking Advisor

Bank of Montreal; Elizabeth (CO); On-site; USD 42,000 - 51,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal in Elizabeth, CO is seeking a part-time Retail Banking Sales & Service teammate. The role involves welcoming customers, identifying needs, and guiding on digital/self-serve options to simplify banking.

You will collaborate with branch partners to deliver excellent service and drive sales while meeting branch goals. The position is 20 hours per week with full benefits and a salary-based pay structure.

Qualifications

• Typically between 1–2 years of relevant experience and/or certification in related field.
• Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months).

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Welcomes and guides customers entering the branch lobby.
• Supports operational activities and helps meet branch business results.
• Assists in risk and compliance processes to safeguard assets.

Skills

Customer service

Sales experience

Communication

Team collaboration

Problem solving

Tools

Tablets

Smartphones

Social media tools

Job description

Bank of Montreal in Elizabeth, CO is seeking a part-time Retail Banking Sales & Service teammate. The role involves welcoming customers, identifying needs, and guiding on digital/self-serve options to simplify banking.

You will collaborate with branch partners to deliver excellent service and drive sales while meeting branch goals. The position is 20 hours per week with full benefits and a salary-based pay structure.