Part-Time Banking Advisor & Client Concierge

Hispanic Alliance for Career Enhancement; Addison (IL); On-site; USD 41,714 - 50,500; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Addison, IL offers a part-time Banking Services role focused on exceptional customer service and sales support. You will guide customers, promote digital channels, and collaborate with branch partners to enhance the customer experience and drive business results.

The position emphasizes a consultative approach, risk awareness, and knowledge of personal banking products to advise customers effectively across channels.

Qualifications

• Typically 1–2 years of relevant experience and/or certification in related field of study desirable.
• Confident and experienced in the use of social media, tablets, smartphones, online tools, and applications.
• Some experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
• Basic knowledge of specialized sales and business banking solutions.

Responsibilities

• Identifies customer needs and provides advice regarding financial solutions in customers' best interests.
• Welcomes customers and guides them to digital/self-serve options to simplify banking.
• Collaborates with partners to identify referral opportunities and grow relationships beyond personal banking.
• Meets customer transaction-based needs with accurate and seamless execution.
• Maintains risk and compliance processes to safeguard customer assets and privacy.

Skills

Customer service

Sales

Communication

Problem solving

Teamwork

Interpersonal skills

Financial services knowledge

Job description

BMO Financial Group in Addison, IL offers a part-time Banking Services role focused on exceptional customer service and sales support. You will guide customers, promote digital channels, and collaborate with branch partners to enhance the customer experience and drive business results.

The position emphasizes a consultative approach, risk awareness, and knowledge of personal banking products to advise customers effectively across channels.