Part-Time Bilingual Banking Advisor

Koitecc Solutions; Milpitas (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 Financial Group in Milpitas, CA, is hiring for a part-time lobby role focusing on delivering exceptional customer service and guiding customers to digital and self-serve options. The position emphasizes needs-based conversations, cross-channel collaboration, and adherence to risk and regulatory requirements.

The role requires 1–2 years of relevant experience; bilingual English/Spanish is preferred. Salary ranges from $45,000 to $75,000 depending on hours and market, with benefits including

Qualifications

• Experience in customer service or sales roles with a focus on personal customer experiences.
• Strong communication and rapport-building skills.
• Bilingual English and Spanish preferred for customer interactions.
• Ability to work in a consultative sales environment and meet targets.
• Familiarity with social media and digital banking channels is a plus.

Responsibilities

• Collaborates with partners to identify referral opportunities and grow customer relationships.
• Welcomes customers in the branch and guides them to digital/self-serve options.
• Leads client conversations about banking services and channel alternatives.
• Handles transaction-based needs and delivers seamless service.
• Reviews customer profiles to identify opportunities and address banking needs.
• Supports branch operations and risk/compliance processes while protecting assets.

Skills

Customer service

Sales skills

Communication

Relationship building

Analytical thinking

Problem solving

Collaboration

Time management

Bilingual English/Spanish

Tools

Social media

Tablets

Smartphones

Online tools

Applications

Job description

BMO Financial Group in Milpitas, CA, is hiring for a part-time lobby role focusing on delivering exceptional customer service and guiding customers to digital and self-serve options. The position emphasizes needs-based conversations, cross-channel collaboration, and adherence to risk and regulatory requirements.

The role requires 1–2 years of relevant experience; bilingual English/Spanish is preferred. Salary ranges from $45,000 to $75,000 depending on hours and market, with benefits including