Part-Time Banking Advisor & Customer Champion

BMO U.S.; Lake Forest (IL); On-site; USD 42,000 - 51,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Retirement savings plans

Job summary

BMO Financial Group in the United States (Lake Forest, IL) seeks a part-time Financial Services Associate to deliver excellent customer service and guidance. You will identify customer needs, advise on financial solutions, and collaborate with branch partners to grow relationships through referrals and digital services.

As a lobby-focused team member, you will engage customers, present banking and investment options, and ensure accurate, seamless transactions while supporting branch operations

Qualifications

• Typically 1–2 years of relevant experience and/or certification in a related field.
• Confident with social media, tablets, smartphones, online tools and applications.
• Some experience in consultative customer service or sales roles.
• Basic knowledge of specialized banking solutions to refer to specialists.
• Strong commitment to helping customers and delivering personal experiences.
• Ability to thrive in a consultative sales and team-based environment.

Responsibilities

• Delivers exceptional service to customers and prospects while identifying needs and advising on financial solutions.
• Collaborates with branch partners to identify referral opportunities and grow customer relationships.
• Guides customers on digital and self-serve options for easy, fast banking.
• Leads client conversations to discuss banking services and personal banking and investment advice.
• Performs transaction-based service with accurate and efficient execution.
• Supports branch operations and risk/compliance processes to safeguard customer assets.

Skills

Customer service

Sales oriented

Interpersonal skills

Communication skills

Problem solving

Team collaboration

Organization skills

Active listening

Adaptability

Tools

Social media tools

Online tools

Job description

BMO Financial Group in the United States (Lake Forest, IL) seeks a part-time Financial Services Associate to deliver excellent customer service and guidance. You will identify customer needs, advise on financial solutions, and collaborate with branch partners to grow relationships through referrals and digital services.

As a lobby-focused team member, you will engage customers, present banking and investment options, and ensure accurate, seamless transactions while supporting branch operations