Part-Time Personal Banking Advisor

BMO; Pasadena (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 Financial Group in Pasadena is seeking a part-time Banker to deliver exceptional service and advise customers on financial solutions. You will identify referral opportunities, guide customers to digital channels, and engage in needs-based conversations about banking services and credit products.

The role emphasizes collaboration with branch teams, risk awareness, and a focus on delivering a personalized customer experience aligned with BMO standards.

Qualifications

• 1-2 years of relevant experience desirable or equivalent education/experience.
• Confident in using social media, tablets, smartphones, and online tools.
• Experience in consultative customer service or sales is a plus.

Responsibilities

• Delivers exceptional service to customers and prospects with financial guidance.
• Identifies referral opportunities to grow customer relationships with BMO.
• Guides customers to digital and self-serve options for easy banking.
• Performs needs-based conversations to address banking and credit card needs.
• Supports branch operations and risk/compliance with policies.

Skills

Customer service

Sales & advice

Financial knowledge

Communication

Team collaboration

Job description

BMO Financial Group in Pasadena is seeking a part-time Banker to deliver exceptional service and advise customers on financial solutions. You will identify referral opportunities, guide customers to digital channels, and engage in needs-based conversations about banking services and credit products.

The role emphasizes collaboration with branch teams, risk awareness, and a focus on delivering a personalized customer experience aligned with BMO standards.