Part-Time Lobby Leader: Personal Banking Advisor

Bank N.A.; Los Angeles (CA); On-site; USD 28,000 - 34,000; Part time

Job summary

Bank N.A. in Los Angeles is seeking a part-time Banking Associate to deliver exceptional service, identify customer needs, and guide clients through digital and self-serve options.

You will welcome customers in the lobby, discuss banking solutions, and support everyday banking and card needs while contributing to branch performance. Join a collaborative team focused on a personal customer experience, risk awareness, and developing relationships with clients across channels.

Qualifications

• Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.
• Passionate commitment to helping customers.
• Drive to deliver a personal customer experience.
• A focus on results and the ability to thrive in a consultative sales and team-based environment.
• Resourceful self-starter with courage and confidence to approach customers.
• Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.
• An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
• Basic specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - G

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.
• Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
• As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
• Meets customer transaction-based needs with seamless execution.
• Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
• Contributes to meeting branch business results and the customer experience.
• Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).

Skills

Customer service

Sales experience

Communication

Team player

Education

High school diploma

Certification (related field)

Tools

Social media

Tablets

Smartphones

Online tools

Job description

Bank N.A. in Los Angeles is seeking a part-time Banking Associate to deliver exceptional service, identify customer needs, and guide clients through digital and self-serve options.

You will welcome customers in the lobby, discuss banking solutions, and support everyday banking and card needs while contributing to branch performance. Join a collaborative team focused on a personal customer experience, risk awareness, and developing relationships with clients across channels.