Part-Time Personal Banking Advisor

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO is seeking a part-time Retail Banking Sales & Service professional in California. You will welcome customers, assess needs, and offer appropriate banking solutions while guiding them to digital channels for convenience.

The role emphasizes personal service, collaboration with branch teams, and a focus on growing customer relationships through thoughtful recommendations. The position is 20 hours per week, with flexible shifts, and requires strong communication and teamwork to maintain high

Qualifications

• 1–2 years of relevant experience or certification in related field desirable.
• Strong verbal and written communication skills.
• Experience in consultative customer service or sales is a plus.
• Ability to collaborate in a team and adapt to different roles.

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies customer needs and guides financial solutions.
• Collaborates with branch and partners to improve customer experience.
• Promotes digital and self-serve options for easy banking.
• Engages in needs-based conversations about banking products.

Skills

Customer service

Sales

Communication skills

Interpersonal skills

Teamwork

Analytical thinking

Problem solving

Tools

CRM systems

Job description

BMO is seeking a part-time Retail Banking Sales & Service professional in California. You will welcome customers, assess needs, and offer appropriate banking solutions while guiding them to digital channels for convenience.

The role emphasizes personal service, collaboration with branch teams, and a focus on growing customer relationships through thoughtful recommendations. The position is 20 hours per week, with flexible shifts, and requires strong communication and teamwork to maintain high