Part-Time Banking Advisor: Grow Customers & Service

BMO; Tracy (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 in Tracy, California is seeking a part-time Financial Services Associate to deliver exceptional service at the branch. The role focuses on identifying customer needs and guiding them to financial solutions, with emphasis on personal banking and credit card options.

You will collaborate with BMO partners to grow customer relationships, welcome customers, and guide them to digital and self-serve options. The position requires flexible availability, with shifts Mon-Fri and Saturday mornings, 20

Qualifications

• 1–2 years of relevant experience and/or certification desirable.
• Strong verbal and written communication skills.
• Comfort with social media, tablets and online tools.
• Customer-focused with drive to deliver personal service.
• Ability to work in a team and adapt to variable shifts.

Responsibilities

• Welcome customers and guide them to banking options.
• Identify needs and present appropriate financial solutions.
• Collaborate with partners to refer opportunities.
• Support branch operations and ensure accuracy of records.
• Maintain privacy and comply with regulations.

Skills

Customer service

Sales experience

Consultative selling

Communication

Multitasking

Team collaboration

Education

1–2 years experience or related certification

Job description

BMO in Tracy, California is seeking a part-time Financial Services Associate to deliver exceptional service at the branch. The role focuses on identifying customer needs and guiding them to financial solutions, with emphasis on personal banking and credit card options.

You will collaborate with BMO partners to grow customer relationships, welcome customers, and guide them to digital and self-serve options. The position requires flexible availability, with shifts Mon-Fri and Saturday mornings, 20