Part-Time Banking Advisor & Personal Finance Coach

BMO; Wauwatosa (WI); Presencial; USD 42.000 - 55.000; A tiempo parcial

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Retirement savings plans

Tuition reimbursement

Accident and life insurance

Descripción de la vacante

BMO U.S. in Wisconsin–Wauwatosa is seeking a part-time lobby leader to welcome customers and guide them through banking options.

This 20-hour-per-week role emphasizes personalized service, needs-based conversations, and seamless transactions across channels. You will collaborate with branch teammates, promote digital channels, and contribute to branch results while adhering to risk and regulatory requirements.

Formación

• 1–2 years of relevant experience or related certification is desirable.
• Strong communication and listening skills.
• Ability to work in a consultative sales environment.
• Familiarity with banking products is a plus.

Responsabilidades

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides guidance on financial solutions.
• Guides customers to digital and self-serve options.
• Supports branch operations and risk-compliance processes.

Conocimientos

Customer service

Sales experience

Communication skills

Interpersonal skills

Problem solving

Team collaboration

Descripción del empleo

BMO U.S. in Wisconsin–Wauwatosa is seeking a part-time lobby leader to welcome customers and guide them through banking options.

This 20-hour-per-week role emphasizes personalized service, needs-based conversations, and seamless transactions across channels. You will collaborate with branch teammates, promote digital channels, and contribute to branch results while adhering to risk and regulatory requirements.