Part-Time Personal Banking Advisor

BMO Financial Group; South Lake Tahoe (CA); On-site; USD 42,000 - 51,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in South Lake Tahoe is seeking a part-time Banking Associate to deliver exceptional service, guide customers in person and via digital channels, and provide personalized banking and investment guidance. The role emphasizes collaboration with branch partners to meet customer needs and contribute to branch targets.

The position requires 1–2 years of relevant experience and a customer-focused approach, with opportunities to expand skills in financial solutions while working a

Qualifications

• Typically 1–2 years of relevant experience and/or certification in related field.
• Confident and experienced in using social media, tablets, smartphones, online tools and applications.
• Experience in consultative customer service or sales roles with a drive to deliver a personal customer experience.
• Basic knowledge of specialized banking solutions to refer to specialists.

Responsibilities

• Welcomes and guides customers as they enter the branch, offering guidance on digital and self-serve options.
• Identify referral opportunities with partners to grow customer relationships beyond personal banking.
• Conduct client conversations about banking services and provide personal banking and investment advice.
• Meet customer transaction needs with seamless execution and assist with account processes.
• Collaborate with branch team to support operations and risk/compliance processes.

Skills

Customer service

Sales orientation

Communication

Collaboration

Problem solving

Attention to detail

Education

Relevant experience or certification

Job description

BMO Financial Group in South Lake Tahoe is seeking a part-time Banking Associate to deliver exceptional service, guide customers in person and via digital channels, and provide personalized banking and investment guidance. The role emphasizes collaboration with branch partners to meet customer needs and contribute to branch targets.

The position requires 1–2 years of relevant experience and a customer-focused approach, with opportunities to expand skills in financial solutions while working a