Part-Time Banking Advisor: Personal Finance & Service

BMO; Superior (WI); On-site; USD 42,000 - 55,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO is seeking a part-time Sales & Service Associate in Wisconsin. The role is typically 20 hours per week, with an emphasis on delivering exceptional customer service and advising on banking solutions.

The position entails collaborating with branch teams and supporting customers across channels to drive satisfaction and growth in personal banking relationships. The role supports risk-aware, compliant service delivery and may involve working across multiple branches in a market.

Qualifications

• Typically 1–2 years of relevant experience desirable or equivalent combination of education/experience.
• Experience in consultative customer service or sales roles.
• Basic knowledge of specialized sales and business banking solutions.
• Strong communication and interpersonal skills.
• Willingness to collaborate in a team and adapt to a multi-branch environment.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Collaborates with branch partners to deliver customer experience and meet business goals.
• Identifies referral opportunities to grow customer relationships with BMO.
• Guides customers on digital and self-serve options for a fast, easy banking experience.
• Conducts client conversations to discuss banking channels and services.

Skills

Customer service

Sales capability

Communication skills

Digital tools

Team collaboration

Problem solving

Tools

Social media tools

Tablets

Smartphones

Online tools

Job description

BMO is seeking a part-time Sales & Service Associate in Wisconsin. The role is typically 20 hours per week, with an emphasis on delivering exceptional customer service and advising on banking solutions.

The position entails collaborating with branch teams and supporting customers across channels to drive satisfaction and growth in personal banking relationships. The role supports risk-aware, compliant service delivery and may involve working across multiple branches in a market.