Part-Time Banking Advisor & Customer Experience Leader

BMO U.S.; Chicago (IL); Hybrid; USD 42,000 - 51,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO U.S. is seeking a part-time lobby associate to deliver exceptional service, guide customers to digital options, and provide personal banking advice. The role emphasizes needs-based conversations, referral opportunities, and collaboration across channels to enhance the customer experience.

The position supports branch operations and team-based growth, with a typical schedule of 38 hours per week. Prioritizes risk awareness and regulatory compliance while building customer relationships.

Qualifications

• Typically 1–2 years of relevant experience in customer service or sales.
• Confident with social media, tablets, smartphones, and online tools.
• Experience in consultative customer service or sales helps drive personal banking outcomes.
• Basic knowledge of sales and business banking solutions for referrals.
• Strong commitment to helping customers and delivering a personal experience.

Responsibilities

• Delivers exceptional service to customers and prospects, advising on financial solutions in customers' best interests.
• Welcomes and guides customers entering the branch; promotes digital and self-serve options.
• Engages in client conversations about banking services and channel choices.
• Meets transaction-based needs with seamless execution and accuracy.
• Assists in operational activities and supports branch and market team collaboration.
• Identifies referral opportunities and contributes to branch business results.

Skills

People skills

Communication

Sales mindset

Customer service

Team collaboration

Adaptability

Digital tools

Job description

BMO U.S. is seeking a part-time lobby associate to deliver exceptional service, guide customers to digital options, and provide personal banking advice. The role emphasizes needs-based conversations, referral opportunities, and collaboration across channels to enhance the customer experience.

The position supports branch operations and team-based growth, with a typical schedule of 38 hours per week. Prioritizes risk awareness and regulatory compliance while building customer relationships.