Part-Time Banking Concierge & Personal Finance Advisor

BMO Harris Bank; Zionsville (IN); 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 Harris Bank in Zionsville is seeking a part-time Retail Banking Sales & Service representative to deliver exceptional service and identify customer needs. You will guide customers to financial solutions, collaborate with branch partners, and promote digital/self-serve options to enhance the banking experience.

The role supports a 30-hour work week, with responsibilities across everyday banking, referrals, and risk-aware operations.

Qualifications

• Experience in consultative customer service or sales roles.
• Strong communication and listening skills.
• Comfort with digital and self-serve banking options.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides guidance on financial solutions.
• Collaborates with branch partners to grow relationships beyond personal banking.
• Assists in guiding customers to digital and self-serve options.
• Maintains awareness of compliance and risk procedures in daily work.

Skills

Social media

Tablets

Smartphones

Online tools

Personal customer experience

Communication

Tools

Customer service software

Job description

BMO Harris Bank in Zionsville is seeking a part-time Retail Banking Sales & Service representative to deliver exceptional service and identify customer needs. You will guide customers to financial solutions, collaborate with branch partners, and promote digital/self-serve options to enhance the banking experience.

The role supports a 30-hour work week, with responsibilities across everyday banking, referrals, and risk-aware operations.