Part-Time Personal Banking Advisor

Talentify; California; On-site; USD 42,000 - 61,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident & life insurance

Retirement savings plans

Job summary

BMO Financial Group in California is seeking a part-time Banking Specialist to deliver exceptional service, identify customer needs, and guide clients to suitable financial solutions across branches and digital channels.

You will work about 20 hours a week, collaborate with partners, follow risk and compliance policies, and help drive branch goals while providing a personal customer experience.

Qualifications

• Typically between 1 – 2 years of relevant experience and/or certification in related field of study.
• Confident using social media, tablets, smartphones, online tools.
• Experience in consultative customer service or sales roles.
• Basic knowledge of specialized banking solutions to refer to specialists.

Responsibilities

• Identify customer needs and provide guidance on financial solutions.
• Welcome and guide customers in the branch and via channels.
• Collaborate with partners to grow customer relationships.
• Ensure accurate processing of transactions and adherence to risk policies.

Skills

Customer service

Sales and advisory

Communication skills

Team collaboration

Education

1–2 years experience or related certification

Tools

Social media

Tablets

Online banking tools

Job description

BMO Financial Group in California is seeking a part-time Banking Specialist to deliver exceptional service, identify customer needs, and guide clients to suitable financial solutions across branches and digital channels.

You will work about 20 hours a week, collaborate with partners, follow risk and compliance policies, and help drive branch goals while providing a personal customer experience.