Part-Time Personal Banking Advisor

Koitecc Solutions; Glendale (CA); On-site; USD 45,000 - 75,000; Part time

Benefits offered by this job

Health benefits

Tuition reimbursement

Retirement savings plans

Job summary

BMO Financial Group is seeking a part-time Banking Advisor to deliver exceptional service, identify customer needs, and guide clients to the right financial solutions. You will work with branch partners to grow relationships and support daily operations.

The role emphasizes personal customer experience, risk awareness, and the use of digital channels. Location is Glendale, CA; employment is part-time and salaried.

Qualifications

• 1-2 years of relevant experience in customer service or sales is desirable
• Canada-only: investment product registration requirements (completed or in progress) within 12 months
• Comfort with social media, tablets, smartphones, online tools and apps
• Experience in consultative customer service or sales with a focus on personal experience
• Basic knowledge of specialized banking and business solutions

Responsibilities

• Deliver exceptional service to BMO customers and prospects
• Identify customer needs and provide appropriate financial guidance
• Collaborate with branch partners to refer opportunities and grow relationships
• Assist in guiding customers to digital and self-serve options
• Support branch operations and risk/compliance processes
• Contribute to achieving branch business results and customer experience goals

Skills

Customer service

Sales & cross-selling

Communication

Interpersonal skills

Problem solving

Collaboration

Attention to detail

Adaptability

Digital banking knowledge

Risk awareness

Job description

BMO Financial Group is seeking a part-time Banking Advisor to deliver exceptional service, identify customer needs, and guide clients to the right financial solutions. You will work with branch partners to grow relationships and support daily operations.

The role emphasizes personal customer experience, risk awareness, and the use of digital channels. Location is Glendale, CA; employment is part-time and salaried.