Bilingual Banking Advisor - Part-Time (20 hrs)
BMO Financial Group
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Benefits offered by this job
Job summary
BMO Financial Group in Santa Cruz is seeking a part-time lobby associate to assist customers with banking services and digital self-serve options. You will identify customer needs, offer appropriate financial solutions, and work with partners to grow customer relationships.
The role emphasizes personal customer experience, compliance, and teamwork, with 20 hours per week and potential cross-branch involvement.
Qualifications
- Typically 1–2 years of relevant experience in customer service or sales desirable.
- Confident with social media, tablets, smartphones and online tools.
- Strong communication and listening skills with a consultative approach.
- Basic knowledge of personal banking products and services.
Responsibilities
- Greet customers and guide them to services in the branch lobby.
- Identify customer needs and advise on financial solutions.
- Collaborate with partners to identify referral opportunities.
- Handle transactions with accurate, compliant execution.
- Follow risk and compliance processes to safeguard assets.
- Assist with branch operations and customer applications.
Skills
Tools
Job description
BMO Financial Group in Santa Cruz is seeking a part-time lobby associate to assist customers with banking services and digital self-serve options. You will identify customer needs, offer appropriate financial solutions, and work with partners to grow customer relationships.
The role emphasizes personal customer experience, compliance, and teamwork, with 20 hours per week and potential cross-branch involvement.
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