Part-Time Personal Banker & Client Advisor

BMO; Lodi (CA); On-site; USD 42,000 - 61,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Retirement savings plans

Job summary

BMO in California is seeking a part-time Banking Associate to deliver exceptional service, identify customer needs, and guide clients through personal banking and digital options. You will work with branch partners to meet business goals and enhance the customer experience.

The role emphasizes needs-based conversations, collaboration, and compliant service delivery across channels. Candidates typically have 1–2 years in related roles and strong communication skills.

Qualifications

• Typically 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 using social media, tablets, smartphones, online tools and applications.
• Good verbal and written communication skills; strong organizational and collaboration abilities.

Responsibilities

• Delivers exceptional service to BMO customers and prospects; provides advice on financial solutions.
• Guides customers to digital and self-serve options to make banking easy and fast.
• Contributes to meeting branch business results and customer experience.
• Supports branch operations including inventory, filing, and account processing.
• Collaborates with partners to identify referral opportunities and grow customer relationships.
• Engages customers in needs-based conversations to address banking and credit card needs.

Skills

Customer service

Sales-oriented

Communication

Relationship building

Problem solving

Education

High school diploma or equivalent

Job description

BMO in California is seeking a part-time Banking Associate to deliver exceptional service, identify customer needs, and guide clients through personal banking and digital options. You will work with branch partners to meet business goals and enhance the customer experience.

The role emphasizes needs-based conversations, collaboration, and compliant service delivery across channels. Candidates typically have 1–2 years in related roles and strong communication skills.