Part-Time Banking Advisor & Client Solutions

Hispanic Alliance for Career Enhancement; Patterson (CA); On-site; USD 41,714 - 50,500; 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 Banking Associate to deliver exceptional customer service, assess needs, and guide customers toward the best financial solutions. You will work in the branch, collaborating with partners to extend services beyond basic banking and promote digital channels.

The role emphasizes a personal customer experience, compliance, and a can-do attitude, with scheduling that may vary by market needs. Health insurance and other benefits are included.

Qualifications

• 1–2 years of relevant experience or an equivalent combination of education and experience.
• Confident with social media, tablets, smartphones, and online tools.
• Some experience in a consultative customer service or sales role, with a focus on a personal customer experience.
• Basic knowledge of banking solutions to refer to specialists.

Responsibilities

• Identify customer needs and advise on financial solutions.
• Guide customers to digital and self-serve options for easy banking.
• Collaborate with partners to grow relationships beyond personal banking.
• Support branch operations and administrative tasks as needed.
• Follow risk and compliance processes to safeguard customers' assets.

Skills

Customer service

Sales

Communication

Teamwork

Problem solving

Education

High school diploma or equivalent

Tools

Social media tools

Tablets & smartphones

Online banking tools

Job description

BMO Financial Group is seeking a part-time Banking Associate to deliver exceptional customer service, assess needs, and guide customers toward the best financial solutions. You will work in the branch, collaborating with partners to extend services beyond basic banking and promote digital channels.

The role emphasizes a personal customer experience, compliance, and a can-do attitude, with scheduling that may vary by market needs. Health insurance and other benefits are included.