Part-Time Banking Advisor & Personal Finance Guide

BMO; Round Lake Heights (IL); On-site; USD 42,000 - 61,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO in Round Lake Heights, Illinois, is seeking a part-time Banking Associate to deliver exceptional service, assess customer needs, and guide clients toward suitable financial solutions.

You will collaborate with branch teammates and cross-channel partners to provide a personal banking experience, handle transactions, and promote digital channels, with schedule flexibility across weeks.

Qualifications

• Typically between 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 roles, with a drive to deliver a personal customer experience.
• Basic knowledge of specialized sales and business banking solutions.
• Good verbal and written communication; strong organization and collaboration skills.

Responsibilities

• Identify referral opportunities to grow customer relationships.
• Guide customers and advise on digital and self-serve options.
• Conduct client conversations about banking services and recommend channels.
• Meet transaction-based needs with seamless execution.
• Assess customer profiles to address banking and credit card needs.
• Support branch operations and risk/compliance processes.
• Collaborate with branch and market teams to deliver customer experience.

Skills

Customer service

Sales & advisory

Communication

Social media usage

Team collaboration

Problem solving

Interpersonal skills

Listening

Education

Related field degree/cert

Job description

BMO in Round Lake Heights, Illinois, is seeking a part-time Banking Associate to deliver exceptional service, assess customer needs, and guide clients toward suitable financial solutions.

You will collaborate with branch teammates and cross-channel partners to provide a personal banking experience, handle transactions, and promote digital channels, with schedule flexibility across weeks.