Part-Time Banking Advisor — Personal Finance & Service

BMO Bank N.A.; Modesto (CA); Vor Ort; USD 42.000 - 61.000; Teilzeit

Benefits dieser Stelle

health insurance

tuition reimbursement

accident and life insurance

retirement savings plans

Zusammenfassung

BMO in Modesto, CA is seeking a part-time Retail Banking Sales & Service associate to deliver exceptional service, understand customer needs, and guide them to appropriate financial solutions.

You will greet customers, explain digital/self-serve options, and assist in channel guidance while supporting branch operations and risk/compliance requirements.

This role emphasizes local customer engagement, teamwork, and delivering a personalized banking experience within a multi-branch network.

Qualifikationen

• Typically 1–2 years of relevant experience and/or certification in related field is desirable.
• Ability to communicate effectively verbally and in writing.
• Comfort with consultative customer service or sales interactions.

Aufgaben

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides guidance on financial solutions.
• Welcomes customers, explains digital options, and guides channel choices.
• Participates in branch operations including documentation, follow-ups, and risk controls.
• Looks for opportunities to grow customer relationships through referrals and products.

Kenntnisse

Communication skills

Organizational skills

Collaboration

Analytical thinking

Sales experience

Jobbeschreibung

BMO in Modesto, CA is seeking a part-time Retail Banking Sales & Service associate to deliver exceptional service, understand customer needs, and guide them to appropriate financial solutions.

You will greet customers, explain digital/self-serve options, and assist in channel guidance while supporting branch operations and risk/compliance requirements.

This role emphasizes local customer engagement, teamwork, and delivering a personalized banking experience within a multi-branch network.