Part-Time Banking Advisor & Customer Experience Leader

BMO Bank N.A.; Berwyn (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 in Berwyn, IL is seeking a part-time Banking Customer Service Associate to deliver exceptional service, greet customers, and guide them to digital/self-serve options.

You will identify needs, provide financial guidance, and collaborate with branch partners to meet customer goals while supporting operations and risk/compliance. This role offers a flexible schedule of about 20 hours per week, with opportunities for growth within Retail Banking Sales & Service.

Qualifications

• Typically between 1–2 years of relevant experience and/or certification in related field.
• Confident using social media, tablets, smartphones, online tools and applications.
• Experience in consultative customer service or sales roles with a focus on a personal customer experience.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.
• Passionate commitment to helping customers.
• Drive to deliver a personal customer experience.
• A focus on results and the ability to thrive in a consultative sales and team-based environment.
• Resourceful self-starter with courage and confidence to approach customers.
• Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills, including the ability to build rapport with customers.
• Aptitude for listening, solving problems, and responding flexibly to new challenges.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Collaborates with branch partners to deliver the customer experience and achieve business objectives.
• Identifies referral opportunities to grow customer relationships.
• Welcomes and guides customers, promoting digital/self-serve options.
• As a lobby leader, conducts conversations about banking services and channels.
• Meets transaction-based needs with seamless execution.
• Reviews customer profiles and discusses needs for everyday banking and credit cards.
• Supports branch operations and administration tasks.
• May work at multiple branches; schedules can vary.

Skills

Communication skills

Interpersonal skills

Active listening

Problem solving

Sales mindset

Team collaboration

Verbal & written communication

Job description

BMO in Berwyn, IL is seeking a part-time Banking Customer Service Associate to deliver exceptional service, greet customers, and guide them to digital/self-serve options.

You will identify needs, provide financial guidance, and collaborate with branch partners to meet customer goals while supporting operations and risk/compliance. This role offers a flexible schedule of about 20 hours per week, with opportunities for growth within Retail Banking Sales & Service.