Part-Time Banking Advisor & Relationship Builder

BMO Harris Bank; Chippewa Falls (WI); On-site; USD 42,000 - 55,000; Part time

Job summary

BMO Harris Bank is seeking a part-time Customer Service Specialist in Wisconsin. The role focuses on delivering exceptional service, guiding customers through digital options, and identifying banking needs to enhance the customer relationship.

As a lobby leader, you will support cross-channel collaboration and drive a positive customer experience. The position requires 1-2 years of relevant experience or certification, strong communication, and a consultative sales mindset.

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, smart phones, online tools, and applications.
• Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
• A focus on results and the ability to thrive in a consultative sales and team-based environment.

Responsibilities

• Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.
• Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options.
• As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
• Meets customer transaction-based needs with seamless execution.
• Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.

Skills

Customer service

Sales experience

Communication skills

Interpersonal skills

Team collaboration

Problem solving

Education

High school diploma or equivalent

Job description

BMO Harris Bank is seeking a part-time Customer Service Specialist in Wisconsin. The role focuses on delivering exceptional service, guiding customers through digital options, and identifying banking needs to enhance the customer relationship.

As a lobby leader, you will support cross-channel collaboration and drive a positive customer experience. The position requires 1-2 years of relevant experience or certification, strong communication, and a consultative sales mindset.