Part-Time Banking Advisor & Client Concierge

BMO; South Elgin (IL); On-site; USD 42,000 - 61,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a part-time Retail Banking Sales & Service professional in Illinois. The role focuses on delivering exceptional customer service, identifying needs, and guiding customers through personal banking and investment options.

The position supports branch operations and collaborates with partners to meet business goals. Prioritizes risk/compliance, privacy, and regulatory requirements while promoting digital channels and a superior customer experience.

Qualifications

• 1–2 years of relevant experience and/or certification desirable.
• Confident and experienced in using social media, tablets, smartphones, online tools, and applications.
• Strong interpersonal, communication and collaboration skills.
• Ability to deliver a personal customer experience and meet sales/service goals.

Responsibilities

• Welcomes and guides customers in the branch and promotes digital/self-serve options.
• Identify referral opportunities to grow customer relationships with BMO beyond personal banking.
• Conduct conversations about banking services and provide personalized financial guidance.
• Assist with operational tasks and branch activities to support daily workflow.
• Maintain knowledge of personal banking products and trends and ensure regulatory compliance.

Skills

Interpersonal skills

Analytical thinking

Communication skills

Team collaboration

Self-starter

Problem solving

Active listening

Tools

Social media tools

Tablets & Smartphones

Job description

BMO Financial Group is seeking a part-time Retail Banking Sales & Service professional in Illinois. The role focuses on delivering exceptional customer service, identifying needs, and guiding customers through personal banking and investment options.

The position supports branch operations and collaborates with partners to meet business goals. Prioritizes risk/compliance, privacy, and regulatory requirements while promoting digital channels and a superior customer experience.