Part-Time Personal Banking Advisor

Bank of Montreal; Lake Forest (IL); On-site; USD 42,000 - 51,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal in Lake Forest, IL, is seeking a part-time Banking Sales & Service Associate to deliver exceptional service and advise customers on financial solutions. You will work with branch teams and partners to identify needs, promote digital channels, and support staff in meeting branch goals.

Responsibilities include guiding customers through processes, handling transaction-based needs, and staying informed about personal banking products and industry regulations.

Qualifications

• Strong verbal and written communication in English.
• Good organization and attention to detail.
• Ability to collaborate effectively with teammates.
• Analytical problem solving and adaptable to new challenges.
• Good interpersonal skills and rapport with customers.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides financial guidance.
• Guides customers to digital and self-serve options.
• Assists in client conversations about banking services and referrals.
• Maintains knowledge of personal banking products and regulations.

Skills

Verbal & written communication

Organization skills

Collaboration & teamwork

Analytical problem solving

Interpersonal skills

Job description

Bank of Montreal in Lake Forest, IL, is seeking a part-time Banking Sales & Service Associate to deliver exceptional service and advise customers on financial solutions. You will work with branch teams and partners to identify needs, promote digital channels, and support staff in meeting branch goals.

Responsibilities include guiding customers through processes, handling transaction-based needs, and staying informed about personal banking products and industry regulations.