Part-Time Personal Banker & Customer Advisor

BMO Financial Group; Bakersfield (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 Financial Group in Bakersfield, CA is seeking a part-time Lobby Banker to deliver exceptional service, identify customer needs, and guide them to suitable banking solutions.

You will work with branch teams and partners to create a positive, personalized experience, handling transactions and promoting digital options while meeting branch goals.

This role supports risk and compliance while providing ongoing customer support and opportunities for referrals 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.

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.
• Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.

Skills

Customer service

Sales experience

Consultative selling

Interpersonal skills

Problem solving

Collaboration

Job description

BMO Financial Group in Bakersfield, CA is seeking a part-time Lobby Banker to deliver exceptional service, identify customer needs, and guide them to suitable banking solutions.

You will work with branch teams and partners to create a positive, personalized experience, handling transactions and promoting digital options while meeting branch goals.

This role supports risk and compliance while providing ongoing customer support and opportunities for referrals across channels.