Part-Time Banking Advisor: Personal Finance & Service

BMO; Sonoma (CA); On-site; USD 45,000 - 75,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO is seeking a part-time lobby associate in Sonoma, California. You will greet customers, assess financial needs, and guide them to suitable banking solutions. You will collaborate with branch teams and partners to deliver a seamless customer experience and meet branch goals.

You will engage in needs-based conversations, promote digital channels, and assist with operational tasks while ensuring compliance and risk controls. Prior experience in customer service or sales is valued.

Qualifications

• Typically 1–2 years of relevant experience and/or certification.
• Experience in consultative customer service or sales is a plus.
• Basic knowledge of banking products and services.

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies needs and offers suitable financial solutions.
• Collaborates with branch and partners to achieve business goals.
• Guides customers to digital and self-serve options for easy banking.
• Engages customers in needs-based conversations and cross-sell where appropriate.
• Performs operational tasks and supports risk/compliance processes.

Skills

Customer service

Sales

Communication

Problem solving

Team collaboration

Adaptability

Job description

BMO is seeking a part-time lobby associate in Sonoma, California. You will greet customers, assess financial needs, and guide them to suitable banking solutions. You will collaborate with branch teams and partners to deliver a seamless customer experience and meet branch goals.

You will engage in needs-based conversations, promote digital channels, and assist with operational tasks while ensuring compliance and risk controls. Prior experience in customer service or sales is valued.