Part-Time Personal Banking Advisor

Bank of Montreal; Glendale (CA); On-site; USD 45,000 - 75,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Accident insurance

Retirement savings plan

Job summary

Bank of Montreal in Glendale, CA is seeking a part-time Retail Banking Sales & Service team member. The role focuses on delivering exceptional service, identifying customer needs, and guiding clients to digital banking options.

You will collaborate with branch partners to grow relationships and support branch operations, while adhering to risk and privacy guidelines. Ideal candidates bring 1–2 years of related experience, strong communication and interpersonal skills, and a client-focused

Qualifications

• Typically between 1–2 years of relevant experience and/or certification in related field of study.
• Experience in consultative customer service or sales is desirable.
• Familiarity with personal banking products and services.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides guidance on financial solutions.
• Guides customers to digital and self-serve options for convenience.
• Works with branch partners to grow customer relationships.
• Assists in risk/compliance processes and ensures privacy.
• Supports branch operations including inventory and opening/closing tasks.

Skills

Customer service

Sales experience

Consultative selling

Interpersonal skills

Communication skills

Team collaboration

Problem solving

Organization skills

Tools

CRM software

Job description

Bank of Montreal in Glendale, CA is seeking a part-time Retail Banking Sales & Service team member. The role focuses on delivering exceptional service, identifying customer needs, and guiding clients to digital banking options.

You will collaborate with branch partners to grow relationships and support branch operations, while adhering to risk and privacy guidelines. Ideal candidates bring 1–2 years of related experience, strong communication and interpersonal skills, and a client-focused