Part-Time Personal Banker & Client Advisor

BMO Harris Bank; Bakersfield (CA); Sur place; USD 42 000 - 61 000; Temps partiel

Avantages offerts par ce poste

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Résumé du poste

BMO Harris Bank, part of BMO Financial Group, is seeking a part-time Retail Banking Associate in California. The role focuses on delivering exceptional service, guiding customers through digital options, and identifying opportunities to deepen customer relationships with banking and investment solutions.

The position requires 1–2 years of relevant experience, strong communication, and a consultative sales mindset. Flexible hours and multiple branches may be involved to meet market needs.

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.
• Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
• 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 - Good.
• Analytical and problem solving skills - Good.

Responsabilités

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions.
• Welcomes and guides customers and promotes digital and self-serve options.
• Assists in client conversations to recommend banking channels and investments.
• Meets customer transaction-based needs with seamless execution.
• Reviews customer profiles to identify opportunities and address banking/credit card needs.
• Supports branch operations and risk/compliance processes.
• Acts as a key member of a collaborative branch and market team.
• Probes to understand needs and integrates marketing promotions into conversations.
• Organizes work information for accuracy and completeness.
• Takes initiative to make each customer experience personal.
• Looks for improvements to customer experience and overall results.
• May work at multiple branches or channels; schedule may vary.

Connaissances

Customer service

Consultative selling

Interpersonal skills

Communication (verbal)

Team collaboration

Problem solving

Formation

1-2 years in related field desirable or equivalent

Outils

Social media

Tablets

Smartphones

Online tools

Description du poste

BMO Harris Bank, part of BMO Financial Group, is seeking a part-time Retail Banking Associate in California. The role focuses on delivering exceptional service, guiding customers through digital options, and identifying opportunities to deepen customer relationships with banking and investment solutions.

The position requires 1–2 years of relevant experience, strong communication, and a consultative sales mindset. Flexible hours and multiple branches may be involved to meet market needs.