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Personal Banking & Lending Advisor
Job in
San Jose, Santa Clara County, California, 95199, USA
Listed on 2026-08-20
Listing for:
Bank of Montreal
Part Time
position Listed on 2026-08-20
Job specializations:
-
Finance & Banking
Retail Banking
Job Description & How to Apply Below
Bank of Montreal in San Jose, CA, is seeking a part-time Retail Banking Sales & Service associate to deliver exceptional service and guidance on financial solutions. You will identify customer needs, provide advice on everyday banking, lending, and small business solutions, and collaborate with partners to enhance the customer experience.
The role emphasizes needs-based conversations, promotions integration, and proactive engagement with customers to grow loyalty, while adhering to risk and
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