Part-Time Banking Advisor & Client Solutions

BMO; Chanhassen (MN); 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 Harris Bank is seeking a part-time Customer Service Specialist in Minnesota. You will deliver exceptional service, identify customer needs, and guide clients toward suitable financial solutions. You’ll collaborate with branch partners to expand relationships and promote digital channels for easy banking.

In this role you’ll welcome customers, handle transactions, and discuss opportunities across banking and investment services while following risk and compliance policies.

Qualifications

• Some experience in a consultative customer service or sales role.
• Strong interpersonal skills and ability to build rapport with customers.
• Verbal and written communication skills.
• Good organizational and problem-solving abilities.
• Ability to collaborate with branch teams and partners.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides guidance on financial solutions.
• Collaborates with BMO partners to grow relationships beyond personal banking.
• Welcomes customers and advises on digital and self-serve options.
• Conducts client conversations about banking services and channels.
• Meets transaction-based needs with seamless execution.
• Reviews profiles and discusses opportunities to address banking needs.
• Supports risk, compliance, and operational activities.
• Acts as a lobby leader and part of a collaborative branch team.

Skills

Consultative selling

Customer service

Interpersonal skills

Analytical skills

Communication skills

Organization skills

Job description

BMO Harris Bank is seeking a part-time Customer Service Specialist in Minnesota. You will deliver exceptional service, identify customer needs, and guide clients toward suitable financial solutions. You’ll collaborate with branch partners to expand relationships and promote digital channels for easy banking.

In this role you’ll welcome customers, handle transactions, and discuss opportunities across banking and investment services while following risk and compliance policies.