Part-Time Personal Banking Advisor

Bank N.A.; Los Lunas (NM); On-site; USD 21,000 - 30,000; Part time

Job summary

Bank N.A. is seeking a part-time Retail Banking Sales & Service professional to deliver exceptional customer service and guidance on financial solutions. You will collaborate with branch partners to expand customer relationships and promote digital banking options, while maintaining compliance and accuracy in daily activities.

The role involves a 20-hour workweek with flexibility across days and shifts, contributing to branch objectives and customer experience in a collaborative team environment.

Qualifications

• Typically 1–2 years of relevant experience or equivalent education/experience.
• Canada only: registration to sell investment products (if applicable).
• Confident and experienced in using social media, tablets, smartphones, online tools and apps.
• Experience in consultative customer service or sales with a personal customer approach.
• Knowledge of basic specialized sales and business banking solutions to refer to specialists.
• Strong commitment to helping customers and delivering a personal experience.
• Ability to thrive in a team-based environment with measurable results.
• Self-starter who can approach customers with courage and confidence.

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies customer needs and guides on financial solutions in customers' best interests.
• Collaborates with branch partners to grow customer relationships beyond personal banking.
• Guides customers toward appropriate digital and self-serve options for quick, easy banking.
• Ensures accurate handling of work information and supports risk/compliance processes.

Skills

Customer service mindset

Consultative selling

Interpersonal skills

Digital banking tools

Communication (verbal/written)

Job description

Bank N.A. is seeking a part-time Retail Banking Sales & Service professional to deliver exceptional customer service and guidance on financial solutions. You will collaborate with branch partners to expand customer relationships and promote digital banking options, while maintaining compliance and accuracy in daily activities.

The role involves a 20-hour workweek with flexibility across days and shifts, contributing to branch objectives and customer experience in a collaborative team environment.