Part-Time Banking Concierge & Advisor

Talentify; Waukegan (IL); On-site; USD 42,000 - 61,000; Part time

Benefits offered by this job

Health insurance

Retirement savings plan

Tuition reimbursement

Life insurance

Job summary

BMO Financial Group is seeking a part-time Banking Associate in Illinois to deliver exceptional service and guidance on financial solutions. You will collaborate with branch teams to broaden customer relationships and support digital banking adoption.

You will identify customer needs, handle transaction requests, and engage in a needs-based dialogue to promote banking products while upholding safety and compliance standards.

Qualifications

• Experience in customer service or sales is desirable.
• Ability to build rapport and understand customer needs.
• Familiarity with personal banking and credit card products.

Responsibilities

• Deliver exceptional service to BMO customers and prospects.
• Identify customer needs and advise on financial solutions.
• Collaborate with branch partners to referrals and experiences.
• Assist in guiding customers to digital and self-serve options.
• Meet customer transaction-based needs with seamless execution.

Skills

Customer service

Sales experience

Communication skills

Problem solving

Education

High school diploma or equivalent

Tools

Social media tools

Tablets/Smartphones

CRM basics

Job description

BMO Financial Group is seeking a part-time Banking Associate in Illinois to deliver exceptional service and guidance on financial solutions. You will collaborate with branch teams to broaden customer relationships and support digital banking adoption.

You will identify customer needs, handle transaction requests, and engage in a needs-based dialogue to promote banking products while upholding safety and compliance standards.