Part-Time Banking Advisor & Client Concierge

BMO U.S.; Barrington (IL); On-site; USD 42,000 - 61,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Accident insurance

Life insurance

Job summary

BMO U.S. in Barrington seeks a part-time Banking Advisor to deliver exceptional service to customers and prospects, identifying needs and guiding them to suitable financial solutions. You will work with branch teammates and BMO partners to create a seamless experience.

The role focuses on needs-based conversations, referrals to specialists, and promoting digital and self-serve options. You will handle transactions and help drive branch results while maintaining privacy and trust.

Qualifications

• 1–2 years of relevant experience and/or certification in related field.
• Experience with social media, tablets, smartphones, online tools.
• Some experience in a consultative customer service or sales role.
• Basic knowledge of banking products and ability to refer to specialists.

Responsibilities

• Identify referral opportunities with BMO partners.
• Welcome and guide customers; promote digital and self-serve options.
• Conduct client conversations about banking services and credit card needs.
• Meet transaction-based customer needs with seamless execution.
• Identify opportunities and address everyday banking plans.
• Follow risk and compliance processes to safeguard assets.
• Collaborate with branch and market teams.

Skills

Customer service

Sales

Consultative selling

Interpersonal skills

Communication skills

Team collaboration

Problem solving

Job description

BMO U.S. in Barrington seeks a part-time Banking Advisor to deliver exceptional service to customers and prospects, identifying needs and guiding them to suitable financial solutions. You will work with branch teammates and BMO partners to create a seamless experience.

The role focuses on needs-based conversations, referrals to specialists, and promoting digital and self-serve options. You will handle transactions and help drive branch results while maintaining privacy and trust.