Part-Time Associate Banker & Personal Finance Advisor

BMO U.S.; Aurora (IL); 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 seeking a part-time Client Service Associate to deliver exceptional service to customers and prospects, identifying needs and advising on financial solutions in customers' best interests. The role collaborates with branch colleagues and partners across channels to ensure a seamless experience.

You will greet customers, guide them to digital tools, discuss banking services, handle transactions, review profiles, and support branch operations while upholding risk and

Qualifications

• 1–2 years of relevant experience in banking or customer service desirable.
• Confident in consultative sales and personal banking.
• Strong communication and interpersonal skills.

Responsibilities

• Identify customer needs and provide guidance on financial solutions in customers' best interests.
• Welcome customers in the branch and guide them to digital self-serve options.
• Collaborate with partners to identify referral opportunities and grow relationships.
• Assist in risk and compliance processes to safeguard assets and privacy.
• Contribute to branch business results and customer experience.
• Handle operational activities including opening/closing, inventory, and follow-ups on applications.

Skills

Customer service

Sales

Communication

Teamwork

Problem solving

Attention to detail

Job description

BMO Financial Group is seeking a part-time Client Service Associate to deliver exceptional service to customers and prospects, identifying needs and advising on financial solutions in customers' best interests. The role collaborates with branch colleagues and partners across channels to ensure a seamless experience.

You will greet customers, guide them to digital tools, discuss banking services, handle transactions, review profiles, and support branch operations while upholding risk and