Part-Time Banking Advisor: Personal Finance & Service

BMO; Fresno (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 U.S. is hiring for a part-time Retail Banking Sales & Service role in Fresno. You will welcome customers, identify needs, and offer guidance on banking solutions while promoting digital channels. You’ll work with branch colleagues and partners to deliver a high-quality customer experience and meet branch objectives.

The position emphasizes needs-based conversations, service excellence, and adherence to risk and compliance requirements in a dynamic branch environment.

Qualifications

• Typically between 1 & 2 years of relevant experience and/or certification in related field of study desirable.
• Experience in a consultative customer service or sales role with a drive to deliver a personal customer experience.
• Basic knowledge of specialized sales and business banking solutions.
• Strong communication and collaboration skills.
• Analytical and problem solving abilities.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Guides customers to digital and self-service options for convenience.
• Collaborates with branch and BMO partners to grow relationships.
• Supports risk, compliance, and operational activities within the branch.

Skills

Customer service

Sales

Communication

Analytical thinking

Collaboration

Social media use

Tools

Tablets

Smartphones

Online tools

Job description

BMO U.S. is hiring for a part-time Retail Banking Sales & Service role in Fresno. You will welcome customers, identify needs, and offer guidance on banking solutions while promoting digital channels. You’ll work with branch colleagues and partners to deliver a high-quality customer experience and meet branch objectives.

The position emphasizes needs-based conversations, service excellence, and adherence to risk and compliance requirements in a dynamic branch environment.