Part-Time Banking Advisor & Customer Experience Lead

BMO; Belvidere (DE); 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 is seeking a part-time Retail Banking Sales & Service associate in the United States. You will deliver exceptional service, identify customer needs, and guide clients toward financial solutions that best fit their goals.

Collaborating with branch teammates and partners, you’ll promote digital channels, handle transactions, and contribute to a superior customer experience while supporting operational tasks and compliance.

Qualifications

• Typically 1–2 years of relevant experience or certification.
• Confident with social media, tablets, smartphones, and online tools.
• Experience in consultative customer service or sales roles.
• Basic knowledge of specialized sales and business banking solutions.
• Passionate about helping customers and delivering personal experiences.
• Strong communication and teamwork skills.
• Ability to listen, problem-solve, and be flexible.

Responsibilities

• Identify customer needs and advise on financial solutions.
• Greet customers and guide them to digital self-serve options.
• Lead client conversations about banking services and channels.
• Meet transaction-based needs with seamless execution.
• Collaborate with partners to grow customer relationships.
• Support branch operations and compliance processes.
• Contribute to branch business results and customer experience.

Skills

Interpersonal skills

Communication skills

Analytical skills

Problem solving

Organization skills

Team collaboration

Tools

Social media familiarity

Tablet familiarity

Online tools

Job description

BMO is seeking a part-time Retail Banking Sales & Service associate in the United States. You will deliver exceptional service, identify customer needs, and guide clients toward financial solutions that best fit their goals.

Collaborating with branch teammates and partners, you’ll promote digital channels, handle transactions, and contribute to a superior customer experience while supporting operational tasks and compliance.