Part-Time Personal Banking Advisor

BMO; Los Lunas (NM); On-site; USD 42,000 - 55,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement plan

Job summary

BMO is seeking a part-time Retail Banking Sales & Service professional in Los Lunas, NM. The role focuses on delivering exceptional customer service, identifying needs, and guiding customers toward suitable financial solutions.

You will work closely with branch teams and partners to enhance the customer experience and drive branch results. Responsibilities include advising on digital options, conducting client conversations about banking services, and maintaining compliance with risk policies.

Qualifications

• Experience in a consultative customer service or sales role is desirable.
• Basic knowledge of banking products and solutions to refer to specialists.
• Strong interpersonal and communication skills.

Responsibilities

• Deliver exceptional service to BMO customers and prospects.
• Identify customer needs and provide guidance on financial solutions.
• Collaborate with branch and partners to achieve customer experience goals.
• Assist in conducting conversations about banking channels and investment advice.
• Proactively contribute to branch business results and customer experience.

Skills

Customer service

Sales experience

Communication skills

Team collaboration

Problem solving

Job description

BMO is seeking a part-time Retail Banking Sales & Service professional in Los Lunas, NM. The role focuses on delivering exceptional customer service, identifying needs, and guiding customers toward suitable financial solutions.

You will work closely with branch teams and partners to enhance the customer experience and drive branch results. Responsibilities include advising on digital options, conducting client conversations about banking services, and maintaining compliance with risk policies.