Part-Time Personal Banking Advisor

BMO U.S.; Irvine (CA); On-site; USD 45,000 - 75,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident & life insurance

Retirement savings plans

Job summary

BMO Financial Group in Irvine, CA is seeking a part-time Banking Associate to deliver exceptional service to customers and prospects while identifying needs and guiding them to suitable financial solutions. In the lobby-focused role, you will welcome customers, advise on digital and self-serve options, and collaborate with branch partners to meet business goals and ensure a smooth customer experience.

Candidates typically have 1–2 years of relevant experience, strong communication and

Qualifications

• Typically 1–2 years of relevant experience desirable or equivalent education/experience.
• Confident with social media, tablets, smartphones and online tools.
• Some experience in consultative customer service or sales.
• Basic knowledge of banking solutions to refer to specialists.
• Strong commitment to helping customers and delivering personal service.
• Focus on results in a team-based environment.
• Excellent listening and problem-solving abilities.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides guidance on financial solutions.
• Collaborates with branch partners to grow customer relationships.
• Welcomes customers and guides them to digital/self-serve options.
• Conducts conversations about banking services and channels.
• Meets transaction-based needs with seamless execution.
• Reviews profiles to identify opportunities and address banking needs.
• Supports branch operations and risk/compliance processes.
• Acts as a key member of the branch and market team.

Skills

Customer service

Consultative selling

Interpersonal skills

Communication skills

Team collaboration

Organization skills

Analytical thinking

Problem solving

Tools

Tablets

Smartphones

Online tools

Job description

BMO Financial Group in Irvine, CA is seeking a part-time Banking Associate to deliver exceptional service to customers and prospects while identifying needs and guiding them to suitable financial solutions. In the lobby-focused role, you will welcome customers, advise on digital and self-serve options, and collaborate with branch partners to meet business goals and ensure a smooth customer experience.

Candidates typically have 1–2 years of relevant experience, strong communication and