Part-Time Banking Advisor & Client Concierge

BMO; Bakersfield (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 Financial Group is seeking a part-time Retail Banking Sales & Service Associate in Bakersfield, CA. You will welcome customers, assess needs, and advise on personal banking and digital options, while collaborating with partners to meet branch goals.

The role emphasizes delivering exceptional customer experiences, identifying opportunities, and supporting operations, risk controls, and compliance within a dynamic team environment.

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.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Goes beyond personal banking to grow customer relationships.
• Guides customers through digital and self-serve options for ease and speed.
• Works with branch and partners to meet business objectives and promote referrals.
• Maintains accurate customer information and supports risk/compliance processes.

Skills

Customer service

Sales experience

Financial solutions

Communication skills

Team collaboration

Job description

BMO Financial Group is seeking a part-time Retail Banking Sales & Service Associate in Bakersfield, CA. You will welcome customers, assess needs, and advise on personal banking and digital options, while collaborating with partners to meet branch goals.

The role emphasizes delivering exceptional customer experiences, identifying opportunities, and supporting operations, risk controls, and compliance within a dynamic team environment.