Part-Time Personal Banking Advisor

BMO; Joliet (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 in Joliet, IL is seeking a part-time Customer Service Associate to deliver exceptional service, identify needs, and guide customers toward suitable financial solutions.

You will work with branch and partner teams, handle transactions, promote digital options, and ensure compliance while contributing to branch goals. This position offers a 20-hour weekly schedule with pro-rated benefits.

Qualifications

• Typically 1–2 years of relevant experience and/or certification in related field.
• Confident with social media, tablets, smartphones, online tools.
• Experience in consultative customer service or sales to deliver a personal banking experience.

Responsibilities

• Deliver exceptional service to BMO customers and prospects; identify needs and advise on financial solutions.
• Welcome customers to the branch and guide them to digital/self-serve options for easy banking.
• Collaborate with BMO partners to identify referral opportunities and grow customer relationships.
• Execute transactions with accuracy and efficiency; meet customer needs.
• Follow risk and regulatory requirements to safeguard assets and maintain privacy.
• Support branch operations and assist with client applications, inquiries, and process steps.

Skills

Customer service

Sales skills

Relationship building

Communication

Team collaboration

Problem solving

Organizational skills

Attention to detail

Job description

BMO in Joliet, IL is seeking a part-time Customer Service Associate to deliver exceptional service, identify needs, and guide customers toward suitable financial solutions.

You will work with branch and partner teams, handle transactions, promote digital options, and ensure compliance while contributing to branch goals. This position offers a 20-hour weekly schedule with pro-rated benefits.