Part-Time Personal Banking Advisor

Bank of Montreal; Scottsdale (AZ); On-site; USD 42,000 - 50,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal in Scottsdale seeks a part-time Retail Banking Advisor to deliver exceptional service and understand customer needs. You will advise on personal banking and credit products, collaborating with branch partners to expand relationships across channels.

In this role, you’ll guide customers to digital options, handle routine transactions, and support operations while maintaining strong compliance and privacy standards.

Qualifications

• 1–2 years of relevant experience in customer service or sales is desirable.
• Ability to deliver a personal customer experience and build rapport.
• Comfort with digital banking tools and self-serve channels.
• Strong communication and problem-solving skills in a client setting.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and advises on financial solutions.
• Collaborates with branch partners to grow customer relationships.
• Guides customers to digital and self-serve options for easy banking.
• Supports branch operations and risk/compliance processes.

Skills

Customer service

Sales cross-sell

Communication

Collaboration

Problem solving

Digital banking

Tools

Social media

Tablets

Smartphones

Online tools

Job description

Bank of Montreal in Scottsdale seeks a part-time Retail Banking Advisor to deliver exceptional service and understand customer needs. You will advise on personal banking and credit products, collaborating with branch partners to expand relationships across channels.

In this role, you’ll guide customers to digital options, handle routine transactions, and support operations while maintaining strong compliance and privacy standards.