Part-Time Associate Banker: Personal Banking Expert

BMO Harris Bank; Santa Cruz (CA); On-site; USD 42,000 - 51,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Retirement savings plans

Job summary

BMO Harris Bank is seeking a part-time Banking Associate to welcome customers in the branch lobby, guide them through digital channels, and discuss personal banking and investment options. The role emphasizes needs-based conversations to identify opportunities and deliver excellent customer service.

Candidates should have 1–2 years of relevant experience, strong communication skills, and the ability to collaborate with a team while supporting branch operations and compliance requirements.

Qualifications

• Typically 1–2 years of relevant experience in a consultative customer service or sales role.
• Bilingual in English and Spanish preferred.
• Strong communication and problem-solving abilities.

Responsibilities

• Collaborates with BMO partners to identify referral opportunities that grow customer relationships.
• Welcomes customers and guides them to digital/self-serve options for easy banking.
• Discusses banking services and channels; provides personal banking and investment guidance.
• Meets transaction-based customer needs with accurate and efficient service.
• Reviews customer profiles to identify opportunities and address banking needs.
• Supports branch operations and risk/compliance policies.

Skills

Bilingual English/Spanish

Interpersonal skills

Verbal & written communication

Analytical & problem solving

Team collaboration

Job description

BMO Harris Bank is seeking a part-time Banking Associate to welcome customers in the branch lobby, guide them through digital channels, and discuss personal banking and investment options. The role emphasizes needs-based conversations to identify opportunities and deliver excellent customer service.

Candidates should have 1–2 years of relevant experience, strong communication skills, and the ability to collaborate with a team while supporting branch operations and compliance requirements.