Part-Time Banker & Customer Advisor (Bilingual)

Bank of Montreal; Larkspur (CA); On-site; USD 43,000 - 58,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal in California is seeking a part-time Banking Services Associate to deliver exceptional customer service, assess needs, and guide customers to suitable financial solutions. You will work with branch and partner teams to create a smooth, personal banking experience across channels.

The role emphasizes consultative service, cross-selling opportunities, and assisting with digital/self-serve options while adhering to risk and regulatory requirements.

Qualifications

• 1–2 years of relevant experience desirable or an equivalent combination of education and experience.
• Bilingual English/Spanish preferred.
• Confident with social media, tablets, smartphones, online tools, and applications.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Collaborates with branch and partners to enhance customer experience and meet business goals.

Skills

Customer service

Sales

Communication

Job description

Bank of Montreal in California is seeking a part-time Banking Services Associate to deliver exceptional customer service, assess needs, and guide customers to suitable financial solutions. You will work with branch and partner teams to create a smooth, personal banking experience across channels.

The role emphasizes consultative service, cross-selling opportunities, and assisting with digital/self-serve options while adhering to risk and regulatory requirements.