Part-Time Personal Banking Advisor

BMO; Scottsdale (AZ); Sur place; USD 42 000 - 55 000; Temps partiel

Avantages offerts par ce poste

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Résumé du poste

BMO is seeking a part-time lobby leader at our Scottsdale branch to deliver exceptional customer service and guidance on financial solutions. You will welcome customers, discuss banking channels, and guide them toward seamless self-service options while supporting branch goals and risk controls.

The role emphasizes needs-based conversations, collaboration with partners, and a proactive approach to improving the customer experience within a part-time schedule.

Qualifications

• Typically between 1–2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.

Responsabilités

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions.
• Works collaboratively within the branch and with BMO partners to deliver the customer experience and achieve business objectives.
• Helps identify referral opportunities to grow customer relationships with BMO beyond personal banking.
• Guides customers to digital and self-serve options for easy banking.
• Contributes to meeting branch business results and customer experience.
• Follows risk & compliance processes to safeguard assets and privacy.

Connaissances

Customer service

Sales experience

Communication skills

Teamwork

Description du poste

BMO is seeking a part-time lobby leader at our Scottsdale branch to deliver exceptional customer service and guidance on financial solutions. You will welcome customers, discuss banking channels, and guide them toward seamless self-service options while supporting branch goals and risk controls.

The role emphasizes needs-based conversations, collaboration with partners, and a proactive approach to improving the customer experience within a part-time schedule.