Part-Time Banking Advisor - Personal Finance & Service

BMO; Tracy (CA); On-site; USD 42,000 - 61,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a part-time Lobby/Customer Associate in Tracy, CA. You will deliver exceptional service, identify customer needs, and guide clients through financial solutions across branches and channels. Collaborate with partners to meet branch goals and promote digital banking options.

The role emphasizes personal customer experience, risk awareness, and knowledge of personal banking products while supporting daily branch operations.

Qualifications

• 1–2 years of relevant experience and/or certification in related field or equivalent education.
• Confident and experienced with social media, tablets, smartphones, online tools and applications.
• Experience in consultative customer service or sales with a focus on personal customer experience.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Collaborates with branch and partners to deliver the customer experience and business objectives.
• Identifies referral opportunities to grow relationships beyond personal banking.
• Guides customers through branch lobby and promotes digital and self-serve options.
• Engages in conversations about banking services to recommend channels and personal banking/investment advice.
• Meets transaction-based customer needs with seamless execution.
• Reviews customer profiles to identify opportunities and address banking plans.

Skills

Customer service

Sales

Communication

Team collaboration

Problem solving

Attention to detail

Job description

BMO Financial Group is seeking a part-time Lobby/Customer Associate in Tracy, CA. You will deliver exceptional service, identify customer needs, and guide clients through financial solutions across branches and channels. Collaborate with partners to meet branch goals and promote digital banking options.

The role emphasizes personal customer experience, risk awareness, and knowledge of personal banking products while supporting daily branch operations.