Part-Time Personal Banking Advisor

BMO Harris Bank; Gilroy (CA); 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 Financial Group is seeking a part-time Retail Banking Associate to deliver exceptional service and guidance on financial solutions. You will collaborate with branch teams to identify referrals, welcome customers, and promote digital options, while ensuring accurate processing and compliance.

The role emphasizes needs-based conversations and contributing to branch results within a collaborative market team, with flexible hours across multiple branches as needed.

Qualifications

• 1–2 years of relevant experience desired or an equivalent combination of education and experience.
• Experience in a consultative customer service or sales role is desirable.
• Basic knowledge of personal banking solutions and channels.

Responsibilities

• Collaborates with BMO partners to identify referral opportunities to grow customer relationships.
• Welcomes customers entering the branch and guides them to digital and self-serve options.
• As a lobby leader, conducts client conversations about banking services and channels.
• Meets customer transaction needs with seamless execution.
• Reviews customer profiles to identify opportunities and address banking plans and needs.
• Supports branch operations and risk/compliance processes.

Skills

Customer service

Sales

Communication skills

Teamwork

Problem solving

Interpersonal skills

Job description

BMO Financial Group is seeking a part-time Retail Banking Associate to deliver exceptional service and guidance on financial solutions. You will collaborate with branch teams to identify referrals, welcome customers, and promote digital options, while ensuring accurate processing and compliance.

The role emphasizes needs-based conversations and contributing to branch results within a collaborative market team, with flexible hours across multiple branches as needed.