Part-Time Personal Banking Advisor

Bank N.A.; Pasadena (CA); On-site; USD 25,000 - 30,000; Part time

Job summary

Bank N.A. in Pasadena seeks a part-time Lobby Banking Specialist to deliver exceptional service and guidance to customers at the branch entrance. You will identify needs, promote digital options, and collaborate with partners to enhance the customer experience while supporting daily branch operations.

You'll engage in needs-based conversations, refer opportunities to specialists as needed, and help drive branch performance through friendly, knowledgeable service across channels.

Qualifications

• Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
• Confident and experienced in the use of social media, tablets, smartphones, online tools, and applications.
• Some experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.

Responsibilities

• Delivers exceptional service to customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.
• Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options to bank with Bank.
• As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
• Meets customer transaction-based needs with seamless execution.
• Organizes work information to ensure accuracy and completeness.

Skills

Customer service

Sales experience

Communication skills

Interpersonal skills

Team collaboration

Problem solving

Job description

Bank N.A. in Pasadena seeks a part-time Lobby Banking Specialist to deliver exceptional service and guidance to customers at the branch entrance. You will identify needs, promote digital options, and collaborate with partners to enhance the customer experience while supporting daily branch operations.

You'll engage in needs-based conversations, refer opportunities to specialists as needed, and help drive branch performance through friendly, knowledgeable service across channels.