Part-Time Personal Banker & Customer Advisor

BMO; Gilroy (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 is seeking a part-time Customer Service Specialist in Gilroy, CA to deliver exceptional banking support and guidance. You will welcome customers, advise on digital options, and collaborate with partners to grow relationships. The role involves handling transactions, identifying needs, and contributing to branch goals while maintaining risk and compliance.

The position emphasizes a personalized customer experience and flexible hours across branches and channels 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.

Responsibilities

• Welcomes and guides customers in the branch lobby, offering guidance on digital/self‑serve options.
• Identifies referral opportunities with BMO partners to grow customer relationships.
• Contributes to customer conversations about banking services and channels to provide strategic advice.
• Performs transaction-based work with accurate execution.
• Reviews customer profiles to identify opportunities and address banking and credit card needs.
• Supports branch operations including inventory management and handling service requests.
• Collaborates within the branch and with market teams to achieve business goals.
• Upholds risk and compliance processes to protect customer assets and privacy.

Skills

Customer service

Social skills

Communication

Problem solving

Team collaboration

Active listening

Organization

Adaptability

Sales awareness

Digital & self-serve guidance

Attention to detail

Tools

Tablets & smartphones

Online tools & apps

Job description

BMO is seeking a part-time Customer Service Specialist in Gilroy, CA to deliver exceptional banking support and guidance. You will welcome customers, advise on digital options, and collaborate with partners to grow relationships. The role involves handling transactions, identifying needs, and contributing to branch goals while maintaining risk and compliance.

The position emphasizes a personalized customer experience and flexible hours across branches and channels to meet market needs.