Part-Time Banking Advisor – Customer Experience Champion

BMO Financial Group; Barrington (IL); 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 Financial Group in Barrington, IL seeks a part-time Lobby Leader to deliver exceptional service to customers and prospects, identifying needs and guiding them to financial solutions. The role emphasizes collaboration with branch partners to achieve business goals while maintaining accuracy and compliance.

You will welcome customers, promote digital channels, conduct needs-based conversations about banking, credit cards, and investments, and support branch operations.

Qualifications

• 1–2 years of relevant experience or related education desirable.
• Experience in consultative customer service or sales is a plus.
• Confident using social media and digital devices.
• Knowledge of personal banking solutions is helpful.
• Strong communication and interpersonal skills.
• Ability to work as part of a team.

Responsibilities

• Deliver exceptional service to customers and prospects.
• Identify customer needs and provide financial guidance.
• Collaborate with branch partners to grow customer relationships.
• Guide customers to digital and self-serve options.
• Conduct client conversations about banking services.
• Meet transaction-based needs with seamless execution.
• Maintain compliance and protect customer assets.
• Assist with operational activities like inventory and filing.

Skills

Customer service

Sales experience

Communication

Interpersonal skills

Problem solving

Organization skills

Team collaboration

Active listening

Digital tools

Tools

Social media

Tablets

Smartphones

Online tools

Job description

BMO Financial Group in Barrington, IL seeks a part-time Lobby Leader to deliver exceptional service to customers and prospects, identifying needs and guiding them to financial solutions. The role emphasizes collaboration with branch partners to achieve business goals while maintaining accuracy and compliance.

You will welcome customers, promote digital channels, conduct needs-based conversations about banking, credit cards, and investments, and support branch operations.