Part-Time Personal Banking Advisor

BMO; Modesto (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 in Modesto, CA is seeking a part-time Retail Banking Associate for 25 hours per week to deliver exceptional service and guidance on financial solutions.

You will work with branch partners to identify needs, promote digital channels, and support daily banking transactions while upholding risk and regulatory standards. Previous customer service or sales experience is preferred; training will be provided.

Qualifications

• 1–2 years of relevant experience and/or certification.
• Social media, tablets, smartphones, online tools experience.
• Consultative customer service or sales experience.
• Basic knowledge of specialized sales and business banking solutions.
• Strong commitment to helping customers.

Responsibilities

• Provide advice on financial solutions in customers' best interests.
• Identify referral opportunities to grow customer relationships with BMO.
• Welcome customers and guide through digital/self-serve options.
• Converse with clients about banking services and channels.
• Support branch operations and risk/compliance processes.
• Collaborate with branch partners and teams.
• Protect customers' assets and privacy.

Skills

Customer service

Sales skills

Verbal communication

Interpersonal skills

Team collaboration

Job description

BMO in Modesto, CA is seeking a part-time Retail Banking Associate for 25 hours per week to deliver exceptional service and guidance on financial solutions.

You will work with branch partners to identify needs, promote digital channels, and support daily banking transactions while upholding risk and regulatory standards. Previous customer service or sales experience is preferred; training will be provided.