Part-Time Bilingual Banker: Customer Solutions

Bank of Montreal; Santa Cruz (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 Santa Cruz is seeking a part-time Retail Banking representative to greet customers, identify their needs, and guide them to suitable financial solutions. You will work with BMO partners to deliver exceptional service and drive customer satisfaction through in-branch and digital channels.

The role requires 1–2 years of relevant experience, bilingual English/Spanish preferred, and the ability to promote banking products and services while supporting branch operations.

Qualifications

• Typically 1–2 years of relevant experience or equivalent education/certification.
• Fluent in English and Spanish preferred for customer interactions.
• Confident in using social media, tablets, smartphones, online tools and apps.

Responsibilities

• Greet customers as they enter the branch lobby and provide guidance on digital options.
• Identify customer needs and advise on financial solutions in customers' best interests.
• Refer customers to specialists and partners to grow relationships beyond personal banking.
• Support branch operations and ensure accurate, complete records and processes.
• Promote and explain banking services, channels, and promotions to customers.

Skills

Bilingual English/Spanish

Customer service

Sales orientation

Job description

Bank of Montreal in Santa Cruz is seeking a part-time Retail Banking representative to greet customers, identify their needs, and guide them to suitable financial solutions. You will work with BMO partners to deliver exceptional service and drive customer satisfaction through in-branch and digital channels.

The role requires 1–2 years of relevant experience, bilingual English/Spanish preferred, and the ability to promote banking products and services while supporting branch operations.