Part-Time Personal Banking Advisor

BMO; 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

BMO Financial Group in Barrington, IL, is seeking a part-time Retail Banking Sales & Service associate to deliver exceptional customer service and guidance on financial solutions. The role involves working with branch teams and various channels to meet customer needs and support business objectives.

The position emphasizes personal banking guidance, cross-channel referrals, and an emphasis on compliance and risk awareness within a collaborative environment.

Qualifications

• Typically between 1–2 years of relevant experience and/or certification in related field of study desirable.
• Confident in using social media, tablets, smartphones and online tools.
• Some experience in a consultative customer service or sales role.
• Basic knowledge of sales and banking solutions to refer to specialists.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides guidance on financial solutions.
• Welcomes and guides customers entering the branch and explains digital/self-serve options.
• Runs through client conversations about banking services and channels.
• Meets transaction-based needs with accurate execution.
• Assists in operational activities and supports branch team goals.

Skills

Customer service

Sales experience

Communication

Team collaboration

Problem solving

Attention to detail

Tools

Social media tools

Tablets

Smartphones

Online tools

Job description

BMO Financial Group in Barrington, IL, is seeking a part-time Retail Banking Sales & Service associate to deliver exceptional customer service and guidance on financial solutions. The role involves working with branch teams and various channels to meet customer needs and support business objectives.

The position emphasizes personal banking guidance, cross-channel referrals, and an emphasis on compliance and risk awareness within a collaborative environment.