Part-Time Banking Concierge & Personal Finance Advisor

Bank of Montreal; Barrington (IL); On-site; USD 42,000 - 61,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal in Barrington, IL is seeking a part-time lobby-focused advisor to deliver exceptional customer service and guidance on financial solutions. You will welcome customers, promote digital channels, and collaborate with branch partners to meet business objectives.

The role emphasizes needs-based conversations, referrals to specialists, and contributing to the overall customer experience while supporting operational activities in a team environment.

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.
• Experience in a consultative customer service or sales role with a drive to deliver a personal customer experience.
• Basic knowledge of specialized banking solutions to refer to specialists.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions.
• Guides customers to digital and self-serve options to make banking easy, simple and fast.
• As a lobby leader, conducts client conversations about banking services and investment advice.
• Meets customer transaction-based needs with seamless execution.
• Supports branch operations and risk/compliance processes.

Skills

Customer service orientation

Sales/upselling

Verbal & written communication

Collaboration & teamwork

Analytical and problem solving

Knowledge of personal banking products

Job description

Bank of Montreal in Barrington, IL is seeking a part-time lobby-focused advisor to deliver exceptional customer service and guidance on financial solutions. You will welcome customers, promote digital channels, and collaborate with branch partners to meet business objectives.

The role emphasizes needs-based conversations, referrals to specialists, and contributing to the overall customer experience while supporting operational activities in a team environment.