Part-Time Personal Banking Advisor

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

Job summary

Bank N.A. in Thousand Oaks is seeking a part-time Lobby Leader to deliver exceptional customer service and guidance on financial solutions.

You will welcome customers, guide them to digital channels, and collaborate with branch partners to ensure a seamless banking experience. The role focuses on needs-based conversations, cross-selling opportunities, and maintaining up-to-date knowledge of personal banking products.

Qualifications

• Typically 1–2 years of relevant customer service or sales experience.
• Experience with social media, tablets, smartphones, and online tools.
• Consultative customer service or sales background preferred.
• Ability to refer customers to banking solutions with care.
• Fluent verbal and written communication; strong interpersonal skills.

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies customer needs and advises financial solutions.
• Collaborates with branch partners to meet customer experience goals.
• Guides customers on digital and self-serve options.
• Supports branch operations and risk/compliance processes.
• Maintains knowledge of personal banking products and trends.
• Engages in needs-based conversations to address banking plans.

Skills

Customer service

Sales orientation

Communication skills

Team collaboration

Problem solving

Job description

Bank N.A. in Thousand Oaks is seeking a part-time Lobby Leader to deliver exceptional customer service and guidance on financial solutions.

You will welcome customers, guide them to digital channels, and collaborate with branch partners to ensure a seamless banking experience. The role focuses on needs-based conversations, cross-selling opportunities, and maintaining up-to-date knowledge of personal banking products.