Part-Time Personal Banker & Investment Advisor

Talentify; Lodi (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 is seeking a part-time (20 hours per week) Banking Service role in California. You will deliver exceptional service, guide customers on digital options, and collaborate with partners to meet business goals.

The role involves consultative conversations, handling transactions, and identifying opportunities for cross-selling while upholding compliance and risk controls.

Qualifications

• Some experience in a consultative customer service or sales role is desirable.
• Basic knowledge of specialized sales and business banking solutions.
• Verbal and written communication skills are good.

Responsibilities

• Welcomes and guides customers entering the branch and explains digital and self-serve options.
• Identify referral opportunities with partners to grow customer relationships.
• Conduct client conversations about banking services and advisory channels.
• Meet transaction-based needs with accurate and seamless execution.
• Follow risk and compliance processes to safeguard customer assets.

Skills

Customer service

Sales

Communication skills

Team collaboration

Analytical thinking

Job description

BMO Financial Group is seeking a part-time (20 hours per week) Banking Service role in California. You will deliver exceptional service, guide customers on digital options, and collaborate with partners to meet business goals.

The role involves consultative conversations, handling transactions, and identifying opportunities for cross-selling while upholding compliance and risk controls.