Part-Time Banking Advisor & Customer Solutions

BMO U.S.; Superior (WI); On-site; USD 42,000 - 55,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plan

Job summary

BMO Financial Group is seeking a part-time Banking Associate in Wisconsin. The role focuses on delivering exceptional customer service, guiding customers to digital/self-serve options, and identifying opportunities to refer clients to BMO partners. You will work across branch teams and channels to meet customer needs.

The position requires a consultative approach, strong communication, and a commitment to risk-aware, compliant service delivery. Hours and shifts may vary by market.

Qualifications

• Experience in a consultative customer service or sales role desirable.
• Ability to identify customer needs and recommend banking solutions.
• Comfort with digital and self-serve banking options.

Responsibilities

• Welcomes and guides customers in the branch lobby and advises on banking channels.
• Identifies referral opportunities to grow customer relationships with BMO.
• Delivers personal banking and investment guidance when appropriate.
• Assists in conducting client conversations about banking services and channels.
• Maintains accuracy of customer information and supports branch operations.
• Collaborates with partners to meet branch business goals and customer experience targets.

Skills

Customer service

Sales skills

Verbal communication

Written communication

Interpersonal skills

Problem solving

Team collaboration

Needs-based selling

Education

High school or equivalent

Tools

Social media usage

Tablets / smartphones

Online tools

Job description

BMO Financial Group is seeking a part-time Banking Associate in Wisconsin. The role focuses on delivering exceptional customer service, guiding customers to digital/self-serve options, and identifying opportunities to refer clients to BMO partners. You will work across branch teams and channels to meet customer needs.

The position requires a consultative approach, strong communication, and a commitment to risk-aware, compliant service delivery. Hours and shifts may vary by market.