Part-Time Personal Banking Advisor

BMO Financial Group; Rockford (IL); On-site; USD 42,000 - 55,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Rockford, IL, is seeking a part-time Customer Service Associate to deliver exceptional service, identify customer needs, and guide clients to the best financial solutions. You will collaborate with branch partners to grow relationships and simplify banking through digital and self-serve options.

As a lobby leader, you’ll engage customers in conversations about banking services, assist with transactions, and promote alternative channels.

Qualifications

• Typically between 1–2 years of relevant experience and/or certification in related field.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.
• Passionate commitment to helping customers.
• Drive to deliver a personal customer experience.
• A focus on results and the ability to thrive in a consultative sales and team-based environment.
• Resourceful self-starter with courage and confidence to approach customers.
• Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.
• An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
• Basic specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Responsibilities

• Delivers exceptional service to customers and prospects by identifying needs and advising on financial solutions.
• Collaborates with partners to identify referral opportunities.
• Guides customers in branch and digital banking options to make banking easy and fast.
• Assists in client conversations about banking services and credit card needs.
• Supports operational activities and branch processes.
• Maintains knowledge of personal banking products and market trends.
• Ensures risk and compliance requirements are followed.
• Works within a team to achieve branch business results.

Skills

Customer service

Sales mindset

Relationship building

Communication

Problem solving

Collaboration

Attention to detail

Adaptability

Tools

Smart phones

Tablets

Online tools

Applications

Job description

BMO Financial Group in Rockford, IL, is seeking a part-time Customer Service Associate to deliver exceptional service, identify customer needs, and guide clients to the best financial solutions. You will collaborate with branch partners to grow relationships and simplify banking through digital and self-serve options.

As a lobby leader, you’ll engage customers in conversations about banking services, assist with transactions, and promote alternative channels.