Part-Time Banking Advisor - Lobby & Personal Finance

BMO; Niles (IL); On-site; USD 42,000 - 61,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement plans

Job summary

BMO is seeking a part-time Retail Banking Sales & Service professional in Illinois (Niles) to deliver exceptional customer experiences. You will identify customer needs, provide guidance on financial solutions, and collaborate with branch teams to meet business goals.

The role supports various channels and may vary by week’s schedule while following risk and compliance requirements. Relevant banking knowledge and a customer-focused mindset are essential.

Qualifications

• Typically 1–2 years of relevant experience in customer service or sales.
• Familiarity with social media, tablets, smartphones and online tools.
• Strong interpersonal and listening skills with a focus on customer experience.

Responsibilities

• Delivers exceptional service to BMO customers and prospects, identifying needs and guiding financial solutions.
• Welcomes customers in the branch and explains digital/self-serve options for easy banking.
• Engages in needs-based conversations to address everyday banking and credit card needs.
• Collaborates with partners to identify referral opportunities that grow customer relationships.
• Assists in client conversations about banking services and channels while supporting branch operations.
• Ensures risk and compliance processes are followed and maintains customer privacy.

Skills

Customer service

Sales experience

Communication skills

Financial services knowledge

Job description

BMO is seeking a part-time Retail Banking Sales & Service professional in Illinois (Niles) to deliver exceptional customer experiences. You will identify customer needs, provide guidance on financial solutions, and collaborate with branch teams to meet business goals.

The role supports various channels and may vary by week’s schedule while following risk and compliance requirements. Relevant banking knowledge and a customer-focused mindset are essential.