Part-Time Personal Banking Advisor

BMO Harris Bank; Tracy (CA); Presencial; USD 42.000 - 61.000; A tiempo parcial

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Tuition reimbursement

Retirement savings plan

Accident and life insurance

Descripción de la vacante

BMO Harris Bank is seeking a part-time lobby-focused Banking Associate in California. This role delivers exceptional service, identifies customer needs, and provides guidance on financial solutions across in-branch and digital channels.

You will work with branch teams to enhance the customer experience and business outcomes. Typical responsibilities include guiding customers through digital options, conducting conversations about personal banking and credit card needs, and ensuring accurate

Formación

• Typically between 1 - 2 years of relevant experience in customer service or sales.
• Confident and experienced in using social media, tablets, smartphones, and online tools.
• Ability to deliver a personal customer experience in a consultative sales environment.

Responsabilidades

• Delivers exceptional service to customers and prospects, guiding financial solutions.
• Identifies needs and offers guidance on banking services across channels.
• Acts as lobby leader, recommending alternative banking channels and personal banking advice.
• Meets transaction-based needs with seamless execution and accurate records.

Conocimientos

Customer service

Sales

Communication

Teamwork

Problem solving

Herramientas

Social media

Tablets

Smartphones

Online tools

Descripción del empleo

BMO Harris Bank is seeking a part-time lobby-focused Banking Associate in California. This role delivers exceptional service, identifies customer needs, and provides guidance on financial solutions across in-branch and digital channels.

You will work with branch teams to enhance the customer experience and business outcomes. Typical responsibilities include guiding customers through digital options, conducting conversations about personal banking and credit card needs, and ensuring accurate