Part-Time Personal Banking & Investment Advisor

BMO; Patterson (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 Financial Group is hiring a part-time branch associate in California. The role focuses on delivering exceptional customer service, guiding customers through digital banking options, and collaborating with branch partners to drive growth.

You will engage customers about banking solutions, manage transactions, and support operational tasks to ensure a smooth branch experience. The position requires 1–2 years of relevant experience, strong communication skills, and a proactive, customer-focused

Qualifications

• 1–2 years of relevant experience in customer service or sales.
• Confident with social media, tablets and smartphones.
• Strong desire to deliver personal customer experience.
• Basic knowledge of banking solutions and cross-selling.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and guides regarding financial solutions.
• Collaborates with branch partners to grow customer relationships.
• Welcomes and guides customers with digital and self-serve options.
• As a lobby leader, promotes alternative banking channels and personal banking advice.
• Meets transaction-based needs with seamless execution.
• Reviews customer profiles to identify opportunities and address banking needs.
• Performs operational activities like inventory management and filing.
• Acts as a key member of a collaborative branch and market team.
• Incorporates promotions into conversations to provide strategic advice.
• Maintains accurate work information and looks for improvements in customer experience.
• May work at multiple branches; schedule can vary by week.

Skills

Customer service

Sales ability

Communication

Team player

Problem solving

Tools

Tablets

Smartphones

Online tools

Job description

BMO Financial Group is hiring a part-time branch associate in California. The role focuses on delivering exceptional customer service, guiding customers through digital banking options, and collaborating with branch partners to drive growth.

You will engage customers about banking solutions, manage transactions, and support operational tasks to ensure a smooth branch experience. The position requires 1–2 years of relevant experience, strong communication skills, and a proactive, customer-focused