Part-Time Personal Banking Advisor

BMO Harris Bank; Oshkosh (WI); On-site; USD 42,000 - 55,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Harris Bank is seeking a part-time associate in Oshkosh, WI, to deliver exceptional customer service and guidance on financial solutions. The role emphasizes needs-based conversations, cross-channel collaboration, and improving the overall branch experience.

Responsibilities include guiding customers toward digital options, addressing personal banking and credit card needs, and supporting branch operations and referrals. A strong emphasis on compliance and ethics underpins daily activities.

Qualifications

• Experience with customer service or sales in a consultative role is preferred.
• Strong verbal and written communication skills.
• Able to use social media, tablets, smartphones and online tools effectively.
• Good organization, collaboration and problem-solving abilities.

Responsibilities

• Deliver exceptional service to BMO customers and prospects.
• Identify customer needs and advise on suitable financial solutions.
• Guide customers to digital and self-serve options for easy banking.
• Engage in needs-based conversations about personal banking and credit cards.
• Support branch operations and collaborative team activities.

Skills

Social media

Tablets

Smartphones

Online tools

Applications

Customer service

Sales

Consultative selling

Verbal communication

Written communication

Organization skills

Collaboration

Analytical thinking

Problem solving

Job description

BMO Harris Bank is seeking a part-time associate in Oshkosh, WI, to deliver exceptional customer service and guidance on financial solutions. The role emphasizes needs-based conversations, cross-channel collaboration, and improving the overall branch experience.

Responsibilities include guiding customers toward digital options, addressing personal banking and credit card needs, and supporting branch operations and referrals. A strong emphasis on compliance and ethics underpins daily activities.