Part-Time Personal Banker (Bilingual)

Talentify; Larkspur (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 California seeks a part-time Customer Service/Sales Associate to deliver exceptional service, guide customers on digital options, and identify referral opportunities. You will work with branch teams to meet customer needs, support daily operations, and maintain regulatory compliance.

The role emphasizes relationship-building, a consultative sales approach, and a focus on delivering a personal banking experience across channels.

Qualifications

• 1–2 years of relevant experience or equivalent education desirable.
• Comfort with social media, tablets, smartphones, online tools and apps.
• Customer-focused with a drive to deliver personal experiences.
• Basic knowledge of banking solutions to refer to specialists.
• Strong interpersonal and listening skills; able to adapt to challenges.

Responsibilities

• Identify referral opportunities with BMO partners to grow customer relationships.
• Welcome customers, explain digital and self-serve options for easy banking.
• Conduct client conversations about banking services and channels.
• Meet transaction-based needs with seamless execution.
• Review profiles and discuss banking plans and credit card needs.
• Support branch operations and risk/compliance processes as required.
• Collaborate with branch and market teams to improve customer experience.

Skills

Customer service

Sales skills

Communication

Collaboration

Analytical thinking

Problem solving

Attention to detail

Regulatory awareness

Job description

BMO Financial Group in California seeks a part-time Customer Service/Sales Associate to deliver exceptional service, guide customers on digital options, and identify referral opportunities. You will work with branch teams to meet customer needs, support daily operations, and maintain regulatory compliance.

The role emphasizes relationship-building, a consultative sales approach, and a focus on delivering a personal banking experience across channels.