Part-Time Banking Advisor: Personal Finance Growth

Bank of Montreal; Westfield (IN); On-site; USD 42,000 - 55,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plan

Job summary

Bank of Montreal in Westfield, IN seeks a part-time Retail Banking Sales & Service specialist to deliver exceptional service to customers and prospects. You will identify needs, advise on financial solutions, and guide clients to digital self-serve options, while supporting branch goals.

As a lobby leader, you will engage customers in conversations about banking services, collaborate with BMO partners, and help grow relationships beyond personal banking.

Qualifications

• Typically 1–2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
• Confident and experienced in the use of social media, tablets, smartphones, online tools, and applications.
• Some experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Guides customers to self-serve options and digital banking channels.
• Collaborates with partners to grow customer relationships beyond personal banking.
• Explains banking services and referrals to meet branch goals.

Skills

Customer service

Sales experience

Financial products

Digital banking

Communication skills

Tools

Cash handling

POS systems

Job description

Bank of Montreal in Westfield, IN seeks a part-time Retail Banking Sales & Service specialist to deliver exceptional service to customers and prospects. You will identify needs, advise on financial solutions, and guide clients to digital self-serve options, while supporting branch goals.

As a lobby leader, you will engage customers in conversations about banking services, collaborate with BMO partners, and help grow relationships beyond personal banking.