Part-Time Personal Banking Advisor

BMO; Berwyn (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

At BMO Financial Group in Berwyn, IL, a part-time Bank Teller role (20 hours/week) is available. You will deliver exceptional service, assess customer needs, and guide clients through digital and self-serve options.

You will collaborate with branch colleagues to meet sales and service goals and support daily branch operations. The role focuses on relationship building across channels, with opportunities to recommend banking and investment solutions while maintaining compliance and accuracy in

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, smartphones, online tools, and applications.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.
• Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options.
• As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
• Meets customer transaction-based needs with seamless execution.
• Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
• Contributes to meeting branch business results and the customer experience.
• Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
• Acts as a key member of a collaborative and versatile branch and market team.
• Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.

Skills

Customer service

Sales skills

Communication

Compliance awareness

Team collaboration

Banking knowledge

Problem solving

Job description

At BMO Financial Group in Berwyn, IL, a part-time Bank Teller role (20 hours/week) is available. You will deliver exceptional service, assess customer needs, and guide clients through digital and self-serve options.

You will collaborate with branch colleagues to meet sales and service goals and support daily branch operations. The role focuses on relationship building across channels, with opportunities to recommend banking and investment solutions while maintaining compliance and accuracy in