Part-Time Personal Banker & Client Advisor

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Harris Bank is hiring for a part-time role in Retail Banking Sales & Service. The position focuses on delivering exceptional service, guiding customers through financial solutions, and promoting digital banking options.

The role emphasizes collaboration with branch teams and cross-channel referrals to grow customer relationships. The job supports operational tasks and requires ability to adapt to varying schedules, with a focus on delivering a personalised customer experience in a retail

Qualifications

• 1–2 years of relevant experience desirable or an equivalent combination of education and experience.
• Confident in using social media, tablets, smartphones and online tools.
• Experience in a consultative customer service or sales role.
• Basic knowledge of banking products and services.
• Strong communication and problem-solving abilities.

Responsibilities

• Delivers exceptional service to customers and prospects across channels.
• Identifies customer needs and offers suitable financial solutions.
• Guides customers on digital and self-serve options for a fast banking experience.
• Engages customers in needs-based conversations about banking and credit cards.
• Supports branch operations and collaborates with team members to meet business goals.

Skills

Customer service

Sales orientation

Communication

Interpersonal skills

Team collaboration

Tools

Social media tools

Tablets

Smartphones

Online tools

Job description

BMO Harris Bank is hiring for a part-time role in Retail Banking Sales & Service. The position focuses on delivering exceptional service, guiding customers through financial solutions, and promoting digital banking options.

The role emphasizes collaboration with branch teams and cross-channel referrals to grow customer relationships. The job supports operational tasks and requires ability to adapt to varying schedules, with a focus on delivering a personalised customer experience in a retail