Personal Banking Advisor

BMO; Gilroy (CA); On-site; USD 42,000 - 61,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO is seeking a part-time lobby leader in Gilroy, CA to deliver exceptional customer service and guidance on banking solutions. The role involves engaging customers, promoting digital channels, and collaborating with branch partners to grow relationships and meet business goals.

The successful candidate will handle transactions, identify opportunities, and contribute to a positive customer experience across channels while adhering to risk and regulatory requirements.

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.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.
• Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.

Responsibilities

• 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.
• Welcomes and guides customers and promotes digital/self-serve options.
• Meets transaction-based needs with seamless execution.
• Reviews customer profiles and identifies opportunities to address banking needs.

Skills

Customer service

Sales ability

Communication

Collaboration

Financial basics

Job description

BMO is seeking a part-time lobby leader in Gilroy, CA to deliver exceptional customer service and guidance on banking solutions. The role involves engaging customers, promoting digital channels, and collaborating with branch partners to grow relationships and meet business goals.

The successful candidate will handle transactions, identify opportunities, and contribute to a positive customer experience across channels while adhering to risk and regulatory requirements.