Part-Time Banking Advisor - Personal Finance & Service

Bank N.A.; Patterson (CA); On-site; USD 25,000 - 39,000; Part time

Job summary

Bank N.A. in Patterson, CA is seeking a part-time Retail Banking Sales & Service professional to deliver exceptional customer service and guide customers toward suitable financial solutions. The role involves collaborating with branch partners to meet business objectives and promote digital channels.

You will handle transactions, respond to customer inquiries, and discuss personal banking and credit card needs while adhering to risk and regulatory requirements.

Qualifications

• Typically 1–2 years of relevant customer service or sales experience.
• Desire for consultative sales and personal customer experience.

Responsibilities

• Welcomes customers and guides them to digital and self-serve options.
• Identifies referral opportunities to grow customer relationships.
• Assists in conducting client conversations about banking services and channels.
• Fulfills transaction-based needs with accurate and seamless service.
• Discusses personal banking and credit card needs to provide financial guidance.
• Ensures risk and compliance with regulatory requirements and company policies.

Skills

Customer service

Sales skills

Team collaboration

Financial solutions

Compliance knowledge

Banking products

Job description

Bank N.A. in Patterson, CA is seeking a part-time Retail Banking Sales & Service professional to deliver exceptional customer service and guide customers toward suitable financial solutions. The role involves collaborating with branch partners to meet business objectives and promote digital channels.

You will handle transactions, respond to customer inquiries, and discuss personal banking and credit card needs while adhering to risk and regulatory requirements.