Part-Time Banking Advisor & Lobby Leader

Bank N.A.; Hanford (CA); On-site; USD 25,000 - 29,000; Part time

Job summary

Bank N.A. is seeking a part-time Retail Banking Sales & Service professional to deliver exceptional customer service and guidance on financial solutions. You will collaborate with branch partners to grow customer relationships and guide clients through digital and self-serve options.

The role emphasizes consultative conversations, transaction accuracy, and risk/compliance adherence, with flexibility across branch operations and market needs.

Qualifications

• 1–2 years of relevant experience or certification in related field.
• Confident using social media, tablets, smartphones, online tools and applications.
• Some experience in a consultative customer service or sales role.
• Basic knowledge of sales and business banking solutions to refer to specialists.
• Strong listening, problem solving and flexible, creative responses.

Responsibilities

• Deliver exceptional service to customers and prospects with financial guidance.
• Identify referral opportunities to grow the customer's relationship with bank.
• Guide customers entering the branch and advise on digital/self-serve options.
• Conduct client conversations about banking services and channels.
• Meet transaction-based needs with seamless execution.
• Review customer profiles to identify opportunities and address banking needs.
• Contribute to branch business results and customer experience.
• Support branch operations including inventory, requests and filings.
• Collaborate as part of a branch and market team.
• Follow risk and compliance processes to safeguard assets and privacy.

Skills

Customer service

Sales experience

Interpersonal skills

Communication

Organization

Teamwork

Analytical

Digital tools

Social media

Education

Relevant experience or certification

Job description

Bank N.A. is seeking a part-time Retail Banking Sales & Service professional to deliver exceptional customer service and guidance on financial solutions. You will collaborate with branch partners to grow customer relationships and guide clients through digital and self-serve options.

The role emphasizes consultative conversations, transaction accuracy, and risk/compliance adherence, with flexibility across branch operations and market needs.