Part-Time Banking Advisor: Personal Finance & Service

BMO Financial Group; Racine (WI); On-site; USD 42,000 - 55,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO is seeking a part-time lobby professional to deliver exceptional service and guidance to customers and prospects. You will collaborate with branch teammates and partners to drive the customer experience and business results across personal banking and investment advisory areas.

The role emphasizes a needs-based consultative approach, promoting digital self-serve options, and maintaining risk/compliance standards while supporting branch operations and customer interactions.

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 role, with a drive to deliver a personal customer experience.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.

Responsibilities

• Collaborates with BMO partners to identify referral opportunities that grow the customer’s relationship with BMO beyond personal banking.
• Welcomes and guides customers and advises on digital and self-serve options to make banking easy, simple, and fast.
• As a lobby leader, conducts client conversations about banking services and provides personal banking and investment advice.
• Meets customer transaction-based needs with seamless execution.
• Identifies opportunities and addresses everyday banking plans and credit card needs.

Skills

Customer service

Sales experience

Communication skills

Team collaboration

Problem solving

Analytical thinking

Organizational skills

Interpersonal skills

Listening skills

Job description

BMO is seeking a part-time lobby professional to deliver exceptional service and guidance to customers and prospects. You will collaborate with branch teammates and partners to drive the customer experience and business results across personal banking and investment advisory areas.

The role emphasizes a needs-based consultative approach, promoting digital self-serve options, and maintaining risk/compliance standards while supporting branch operations and customer interactions.