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Retail Banking Associate Jobs in California (NOW HIRING)

Bank of Montreal

Associate Banker

Tehachapi, CA · On-site

Retail Banking Sales & Service This is a part time position scheduled for 30 hrs per week. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice ...

Bank of Montreal

Associate Banker

Irvine, CA · On-site

Retail Banking Sales & Service Please note this opening is for a part-time (20 hours) per week position. The ideal candidate will have flexible availability to be assigned various shifts each week as ...

Bank of Montreal

Associate Banker

San Diego, CA · On-site

Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the ...

Bank of Montreal

Associate Banker

Santa Barbara, CA · On-site

Retail Banking Sales & Service Please note this opening is for a part-time (20 hours) per week position. The ideal candidate will have flexible availability to be assigned various shifts each week as ...

Bank of Montreal

Associate Banker

Tahoe City, CA · On-site

Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the ...

Bank of Montreal

Associate Banker

Los Gatos, CA · On-site

Retail Banking Sales & Service Part-time 20 hours per week. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial ...

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Retail Banking Associate information

What does a retail banking associate do?

A Retail Banking Associate assists customers with their day-to-day banking needs, such as opening accounts, processing deposits and withdrawals, and answering questions about bank products and services. They help ensure a positive customer experience by providing information, resolving issues, and referring clients to specialized banking staff when necessary. Retail Banking Associates also help maintain accurate records and uphold security procedures to protect customers’ financial information.

What are the key skills and qualifications needed to thrive as a retail banking associate?

To thrive as a Retail Banking Associate, you need strong customer service abilities, basic financial knowledge, and at least a high school diploma or equivalent. Familiarity with banking software, cash handling systems, and sometimes certification in anti-money laundering (AML) practices is often required. Excellent communication, problem-solving, and attention to detail help build trust with clients and efficiently resolve their needs. These skills ensure accurate transactions, customer satisfaction, and compliance with financial regulations, which are critical to the bank's reputation and success.

What is the difference between Retail Banking Associate vs Customer Service Representative?

AspectRetail Banking AssociateCustomer Service Representative
Required CredentialsHigh school diploma; some roles may prefer banking certificationsHigh school diploma or equivalent; customer service experience beneficial
Work EnvironmentBank branches, financial institutionsCall centers, retail stores, bank branches
Employer & Industry UsageFinancial institutions, banksVarious industries including banking, retail, telecom
Common Search & ComparisonYesYes

The Retail Banking Associate primarily works within banks, focusing on financial transactions, account management, and sales. Customer Service Representatives also handle client inquiries but often work across multiple industries, providing general support. While both roles require strong communication skills and customer service experience, Retail Banking Associates typically need some banking-specific knowledge and certifications. They are more specialized within the banking industry, whereas Customer Service Representatives have broader roles across sectors.

What are some common challenges retail banking associates face when assisting customers, and how can these be managed effectively?

Retail Banking Associates often encounter challenges such as handling high volumes of customer inquiries, resolving account discrepancies, and navigating complex financial products. Managing these effectively requires strong communication skills, patience, and a good understanding of bank policies and procedures. Regular training and support from experienced team members also help associates stay updated on regulatory changes and new services, enabling them to provide accurate information and resolve issues efficiently.
What are the most commonly searched types of Retail Banking jobs in California? The most popular types of Retail Banking jobs in California are:
What are popular job titles related to Retail Banking Associate jobs in California? For Retail Banking Associate jobs in California, the most frequently searched job titles are:
What job categories do people searching Retail Banking Associate jobs in California look for? The top searched job categories for Retail Banking Associate jobs in California are:
What cities in California are hiring for Retail Banking Associate jobs? Cities in California with the most Retail Banking Associate job openings:
Retail Banking Associate jobs near you
Infographic showing various Retail Banking Associate job openings in California as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 25% Part Time, 2% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution.

Associate Banker

Bank of Montreal

Tehachapi, CA • On-site

Part-time

Medical, Life, Retirement

Re-posted 9 days ago

Job description

Application Deadline:
08/28/2026
Address:
758 Tucker Rd.
Job Family Group:
Retail Banking Sales & Service
This is a part time position scheduled for 30 hrs per week.
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
  • Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.
  • Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
  • 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.
  • Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
  • Contributes to meeting branch business results and the customer experience.
  • Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
  • Acts as a key member of a collaborative and versatile branch and market team.
  • Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
  • Organizes work information to ensure accuracy and completeness.
  • Takes the initiative to find creative approaches that make each customer's experience feel personal.
  • Looks for ways to contribute to the ongoing improvement of the overall customer experience.
  • Contributes to business results and the overall experience delivered.
  • May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
  • Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
  • Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
  • Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
  • Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
  • Complies with legal and regulatory requirements for the jurisdiction.
  • Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
  • Completes complex & diverse tasks within given rules/limits.
  • Analyzes issues and determines next steps; escalates as required.
  • Broader work or accountabilities may be assigned as needed.
  • Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

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.
  • Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
  • Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
  • Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
  • Basic knowledge of specialized sales and business banking solutions to refer to specialists.
  • Passionate commitment to helping customers.
  • Drive to deliver a personal customer experience.
  • A focus on results and the ability to thrive in a consultative sales and team-based environment.
  • Resourceful self-starter with courage and confidence to approach customers.
  • Readiness to collaborate and work in different capacities as part of a team.
  • Strong interpersonal skills, including the ability to build rapport and connections with customers.
  • An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
  • Basic specialized knowledge.
  • Verbal & written communication skills - Good.
  • Organization skills - Good.
  • Collaboration & team skills - Good.
  • Analytical and problem solving skills - Good.

Salary:
$41,714.00 - $50,500.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
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About BMO

Sourced by ZipRecruiter

BMO, or Bank of Montreal, is one of the biggest multinational banking and financial services corporations in North America. Developed in 1817, BMO's American headquarters are located ideally in Chicago, Illinois while its main world headquarters are situated in Montreal. The bank operates in a multitude of sectors including personal and commercial banking, wealth management and investment banking products and solutions. Over the years, BMO has been recognized for its commitment to doing what's right for its customers, employees, and society.

Industry

Banking and credit intermediation

Company size

5,001 - 10,000 Employees

Headquarters location

Chicago, IL, US

Social media

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