Part-Time Personal Banker & Customer Advisor

Koitecc Solutions; Orland Park (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

BMO Financial Group in Illinois seeks a part-time lobby representative to deliver exceptional service and consult with customers on personal banking solutions. You will welcome customers, guide them to digital options, and work with partners to grow relationships, while handling transactions and solving problems.

1–2 years of relevant experience with strong communication and a sales-oriented mindset are valued. The role supports risk controls and flexible scheduling across branches.

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.
• Verbal & written communication skills - Good.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice regarding financial solutions in customers' best interests.
• Collaborates with branch partners to identify referral opportunities and grow relationships.
• Welcomes customers, guides them to digital and self-serve options, and ensures quick banking experiences.
• As a lobby leader, conducts conversations about banking services and personal banking needs.
• Meets transaction-based needs with seamless execution.
• Reviews customer profiles to address everyday banking and credit card needs.
• Supports operational activities and risk/compliance processes to safeguard assets.

Skills

Interpersonal skills

Analytical thinking

Problem solving

Sales & service mindset

Risk awareness

Tools

Social media

Tablets/Smartphones

Online tools

CRM systems

Job description

BMO Financial Group in Illinois seeks a part-time lobby representative to deliver exceptional service and consult with customers on personal banking solutions. You will welcome customers, guide them to digital options, and work with partners to grow relationships, while handling transactions and solving problems.

1–2 years of relevant experience with strong communication and a sales-oriented mindset are valued. The role supports risk controls and flexible scheduling across branches.