Bilingual Personal Banking Associate (Part-Time)

Koitecc Solutions; Larkspur (CA); On-site; USD 43,000 - 58,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plan

Job summary

BMO Financial Group in California is seeking a part-time Retail Banking Specialist to deliver exceptional service and guidance to customers. You will identify needs, promote financial solutions, and guide clients to digital and self-serve options, while maintaining compliance and accurate records.

You will work closely with branch partners across channels, support operational tasks, and contribute to achieving branch goals. Prior experience in a consultative sales environment is preferred.

Qualifications

• 1–2 years of relevant customer service or sales experience.
• Confident and experienced using social media, tablets, smartphones, and online tools.
• Ability to deliver personal customer experiences in a consultative sales environment.
• Basic knowledge of financial services products.
• Strong communication and organization skills.

Responsibilities

• Identify customer needs and advise on financial solutions.
• Walk customers through digital and self-serve options.
• Converse with customers to recommend banking channels and products.
• Support branch operations and processes.
• Collaborate with partners to grow customer relationships.
• Follow risk and regulatory requirements.
• Maintain accurate customer records and reports.

Skills

Bilingual English/Spanish

Customer service

Sales

Communication

Problem solving

Tools

Social media

Tablets

Smartphones

Online tools

Job description

BMO Financial Group in California is seeking a part-time Retail Banking Specialist to deliver exceptional service and guidance to customers. You will identify needs, promote financial solutions, and guide clients to digital and self-serve options, while maintaining compliance and accurate records.

You will work closely with branch partners across channels, support operational tasks, and contribute to achieving branch goals. Prior experience in a consultative sales environment is preferred.