Part-Time Personal Banking Advisor

Talentify; Fresno (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 hiring for a part-time Retail Banking Sales & Service position in Fresno. The role focuses on delivering exceptional customer service, identifying customer needs, and guiding customers through various banking solutions.

You will collaborate with branch teammates and market partners to ensure a seamless customer experience. The position requires 1–2 years of relevant experience, strong communication skills, and a customer-first mindset.

Qualifications

• 1–2 years of relevant experience and/or certification in related field of study desirable
• Confident and experienced in using social media, tablets, smartphones, online tools, and applications
• Experience in consultative customer service or sales roles with focus on personal customer experience
• Basic knowledge of specialized banking solutions to refer to specialists
• Strong interpersonal and listening skills and ability to adapt to new challenges
• Good verbal and written communication, organization, and teamwork skills

Responsibilities

• Identify customer needs and provide guidance on financial solutions that best fit their interests
• Guide customers to digital and self-serve options to simplify banking
• Engage customers in conversations about banking services and channels to grow relationships
• Execute transactions with accuracy and efficiency
• Understand customer profiles and opportunities to address everyday banking and credit card needs
• Support branch operations and risk/compliance processes to safeguard customer assets
• Collaborate with branch teammates and market partners to deliver excellent customer experience

Skills

Customer service

Sales orientation

Communication

Team collaboration

Problem solving

Job description

BMO Financial Group is hiring for a part-time Retail Banking Sales & Service position in Fresno. The role focuses on delivering exceptional customer service, identifying customer needs, and guiding customers through various banking solutions.

You will collaborate with branch teammates and market partners to ensure a seamless customer experience. The position requires 1–2 years of relevant experience, strong communication skills, and a customer-first mindset.