Part-Time Personal Banking Advisor

BMO; Hanford (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 hiring for a part-time Retail Banking Associate in Hanford, CA. You will greet customers, assess needs, and guide them to appropriate banking services while promoting digital channels for a quicker, streamlined experience.

Join a collaborative branch team and help drive customer satisfaction while handling routine banking transactions and referrals to dedicated specialists as needed.

Qualifications

• 1–2 years of relevant experience and/or certification in related field desirable or an equivalent combination of education and experience.
• Canada only: registration to sell investment products may be required (jurisdiction dependent).
• Confident in using social media, tablets, smartphones, online tools and apps.
• Experience in consultative customer service or sales roles to deliver personal customer experiences.
• Basic knowledge of specialized sales and business banking solutions.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides guidance on financial solutions in customers' best interests.
• Collaborates with branch and partners to deliver customer experience and meet business objectives.
• Welcomes customers and guides them to digital/self-serve options for easy banking.
• Leads client conversations about banking services and credit card needs.
• Performs transaction-based services with accurate execution.
• Reviews profiles to identify opportunities and address everyday banking needs.
• Supports operational activities and follow-ups on applications.
• Acts as a key member of the branch and market team.
• Explores promotions and marketing programs within customer conversations.
• Organizes work information for accuracy and completeness.
• Maintains compliance with risk, privacy, and regulatory requirements.

Skills

Social media proficiency

Tablets

Smart phones

Online tools

Applications

Consultative selling

Customer service

Personal banking knowledge

Relationship building

Job description

BMO is hiring for a part-time Retail Banking Associate in Hanford, CA. You will greet customers, assess needs, and guide them to appropriate banking services while promoting digital channels for a quicker, streamlined experience.

Join a collaborative branch team and help drive customer satisfaction while handling routine banking transactions and referrals to dedicated specialists as needed.