Part-Time Banking Advisor

Bank of Montreal; Milwaukee (WI); On-site; USD 42,000 - 50,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plan

Job summary

Bank of Montreal (BMO) is seeking a part-time lobby-focused role in Milwaukee, WI. The role emphasizes delivering exceptional service, assessing customer needs, and guiding them toward suitable personal banking and digital options.

You will work with branch partners to achieve business goals and support everyday banking transactions. The position requires strong communication, problem-solving, and collaboration skills, with experience in consultative sales or customer service.

Qualifications

• Verbal & written communication skills are essential for effective customer conversations.
• Collaborating with teammates and partners to deliver a seamless customer experience.
• Analytical and problem-solving abilities to address banking needs.
• Experience in consultative sales or customer service with a results focus.
• Familiarity with personal banking and credit card solutions is a plus.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Guides customers to digital and self-serve options for easy banking.
• Engages customers in needs-based conversations to address banking plans.
• Supports branch operations including opening/closing, inquiries, and follow-ups.
• Collaborates with branch partners to grow customer relationships with BMO.

Skills

Verbal & written communication skills

Collaboration & team skills

Analytical and problem solving skills

Consultative sales

Customer service experience

Banking solutions knowledge

Job description

Bank of Montreal (BMO) is seeking a part-time lobby-focused role in Milwaukee, WI. The role emphasizes delivering exceptional service, assessing customer needs, and guiding them toward suitable personal banking and digital options.

You will work with branch partners to achieve business goals and support everyday banking transactions. The position requires strong communication, problem-solving, and collaboration skills, with experience in consultative sales or customer service.