Part-Time Banking Advisor: Personal Finance Solutions

Bank of Montreal; Tracy (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

Bank of Montreal in Tracy, CA is seeking a part-time Banking Associate to deliver exceptional service and guidance on financial solutions. The role requires flexibility for varied shifts, with business hours Monday–Friday and Saturday mornings, and may involve multiple branches based on market needs.

The position emphasizes customer conversations, referrals to digital channels, and collaboration with partners to meet branch targets.

Qualifications

• Typically between 1–2 years of relevant experience and/or certification in related field.
• Experience in a consultative customer service or sales role is desirable.
• Strong interpersonal and listening skills; ability to build rapport with customers.

Responsibilities

• Deliver exceptional service to customers and prospects.
• Identify customer needs and provide advice on financial solutions.
• Collaborate with branch partners to grow customer relationships beyond personal banking.
• Guide customers to digital and self-serve options for a quick, easy banking experience.

Skills

Customer service

Sales

Consultative selling

Communication

Organization

Analytical skills

Tools

Social media

Tablets

Smartphones

Online tools

Job description

Bank of Montreal in Tracy, CA is seeking a part-time Banking Associate to deliver exceptional service and guidance on financial solutions. The role requires flexibility for varied shifts, with business hours Monday–Friday and Saturday mornings, and may involve multiple branches based on market needs.

The position emphasizes customer conversations, referrals to digital channels, and collaboration with partners to meet branch targets.