Part-Time Personal Banking Advisor & Lobby Leader

Colorado Psychiatric; Grand Junction (CO); On-site; USD 42,000 - 55,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement plans

Job summary

BMO Financial Group in the United States is seeking a part-time Banking Associate to deliver exceptional service, identify customer needs, and provide guidance on financial solutions across channels. You will collaborate with branch partners, assist with operations, and contribute to meeting branch goals while following risk and compliance standards.

The role involves in-branch interactions, guiding customers to digital options, and addressing personal banking and credit card needs with a focus

Qualifications

• 1-2 years of relevant experience and/or certification desirable or equivalent.
• Confident with social media, tablets, smartphones, online tools and applications.
• Experience in consultative customer service or sales preferred.
• Knowledge of sales and business banking solutions to refer to specialists.
• Commitment to delivering a personal customer experience.
• Ability to grow with a consultative sales and team-based environment.

Responsibilities

• Delivers exceptional service to customers and prospects, guiding them to appropriate financial solutions.
• Collaborates with branch partners to identify referral opportunities and grow relationships.
• Welcomes customers entering the branch and guides them to digital/self-serve options.
• Assists in client conversations about banking services and credit card needs.
• Meets transaction-based needs with seamless execution and risk/compliance adherence.
• Supports branch operations and participates in a collaborative team environment.

Skills

Customer service

Sales skills

Communication skills

Problem solving

Team collaboration

Attention to detail

Job description

BMO Financial Group in the United States is seeking a part-time Banking Associate to deliver exceptional service, identify customer needs, and provide guidance on financial solutions across channels. You will collaborate with branch partners, assist with operations, and contribute to meeting branch goals while following risk and compliance standards.

The role involves in-branch interactions, guiding customers to digital options, and addressing personal banking and credit card needs with a focus