Part-Time Banking Advisor & Personal Solutions

BMO U.S.; Oshkosh (WI); On-site; USD 42,000 - 55,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Life insurance

Retirement savings plans

Job summary

BMO Financial Group in Oshkosh, WI, is seeking a part-time client service associate to deliver exceptional service and guidance on financial solutions. You will collaborate with branch and partner teams to meet customer needs, promote digital banking, and drive positive customer experiences.

The role emphasizes consultative conversations, understanding credit card and banking needs, and contributing to branch performance. A flexible schedule is required to accommodate market needs.

Qualifications

• 1–2 years of relevant experience desirable or an equivalent combination of education and experience.
• Confident and experienced in the use of social media, tablets, smartphones, online tools.
• Some experience in a consultative customer service or sales role.
• Strong interpersonal and communication skills; ability to build rapport with customers.
• Organization and problem-solving skills; ability to adapt to changing schedules.

Responsibilities

• Welcomes and guides customers as they walk into the branch lobby and offers advice on digital/self-serve options.
• Identifies referral opportunities with BMO partners to grow customer relationships.
• Conducts client conversations about banking services and provides personalized advice.
• Handles transaction-based needs with seamless execution and accuracy.
• Maintains knowledge of personal banking products and market trends to advise customers.

Skills

Customer service

Sales

Interpersonal skills

Communication skills

Team collaboration

Analytical thinking

Tools

Social media

Tablets

Smartphones

Online tools

Job description

BMO Financial Group in Oshkosh, WI, is seeking a part-time client service associate to deliver exceptional service and guidance on financial solutions. You will collaborate with branch and partner teams to meet customer needs, promote digital banking, and drive positive customer experiences.

The role emphasizes consultative conversations, understanding credit card and banking needs, and contributing to branch performance. A flexible schedule is required to accommodate market needs.