Part-Time Personal Banking Advisor

BMO Harris Bank; Orland Park (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 Harris Bank is seeking a part-time lobby specialist to deliver exceptional service to customers and prospects. You will identify needs, advise on financial solutions, and collaborate with branch partners to enhance the customer experience across channels.

The role emphasizes personal connections, in-branch guidance, and driving business results. You will guide customers through banking options, promote digital channels, and support everyday banking tasks while upholding regulatory and

Qualifications

• 1-2 years of relevant experience and/or certification desirable or equivalent
• Confident with social media, tablets, smartphones and online tools
• Some consultative customer service or sales experience desired
• Knowledge of personal banking products and credit card needs helpful
• Strong interpersonal and listening skills, problem-solving mindset

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice on financial solutions in customers' best interests.
• Collaborates with BMO partners to grow customer relationships beyond personal banking.
• Welcomes customers entering the branch and suggests digital/self-serve options.
• As a lobby leader, discusses banking channels and personal banking/investment advice.
• Meets transaction-based needs with accurate, efficient execution.
• Engages customers in needs-based conversations to identify opportunities.
• Supports branch operations and risk/compliance processes.

Skills

Customer service experience

Sales orientation

Communication skills

Social media familiarity

Digital tools

Tools

Online tools

Smartphones/Tablets

Job description

BMO Harris Bank is seeking a part-time lobby specialist to deliver exceptional service to customers and prospects. You will identify needs, advise on financial solutions, and collaborate with branch partners to enhance the customer experience across channels.

The role emphasizes personal connections, in-branch guidance, and driving business results. You will guide customers through banking options, promote digital channels, and support everyday banking tasks while upholding regulatory and