Part-Time Personal Banker & Financial Advisor

BMO; Round Lake Heights (IL); Vor Ort; USD 42.000 - 61.000; Teilzeit

Benefits dieser Stelle

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Zusammenfassung

BMO Harris Bank is seeking a part-time Retail Banking Sales & Service associate in Illinois. The role focuses on delivering exceptional service to customers and guiding them through banking options.

You will work with branch teammates and partners to meet business goals, while supporting risk and compliance requirements and maintaining customer privacy. The position emphasizes needs-based conversations, cross-selling appropriate solutions, and providing a personal banking experience across

Qualifikationen

• 1-2 years of relevant experience and/or certification in related field desirable.
• Confident in using social media, tablets, smartphones, online tools and applications.
• Able to work in a consultative sales and team-based environment.
• Strong interpersonal and communication skills.

Aufgaben

• Identify referral opportunities to grow customer relationships with BMO.
• Guide customers entering the branch and explain digital/self-serve options for easy banking.
• Conduct client conversations about banking services and recommend channels and advice.
• Meet customer transaction needs with seamless execution and accuracy.
• Engage customers to identify needs and address everyday banking and credit card needs.

Kenntnisse

Customer service

Sales experience

Communication

Teamwork

Problem solving

Jobbeschreibung

BMO Harris Bank is seeking a part-time Retail Banking Sales & Service associate in Illinois. The role focuses on delivering exceptional service to customers and guiding them through banking options.

You will work with branch teammates and partners to meet business goals, while supporting risk and compliance requirements and maintaining customer privacy. The position emphasizes needs-based conversations, cross-selling appropriate solutions, and providing a personal banking experience across