Part-Time Personal Banking Advisor

BMO Harris Bank; South Elgin (IL); On-site; USD 42,000 - 61,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Life insurance

Retirement savings plan

Job summary

BMO Harris Bank is seeking a part-time position in retail banking sales & service. The role centers on delivering outstanding customer service, identifying needs, and guiding clients to digital and in-branch options.

You will work collaboratively with branch teammates and partners to enhance the customer experience and drive branch results. The ideal candidate has 1–2 years of relevant experience, strong communication, and a proactive, sales-oriented mindset to support personal banking and

Qualifications

• Typically 1–2 years of relevant experience and/or education in a related field.
• Confident and experienced with social media, tablets, smartphones and online tools.
• Experience in consultative customer service or sales with a focus on personal banking.
• Knowledge of banking products and ability to refer to specialists when needed.
• Strong communication, organization and teamwork skills.

Responsibilities

• Delivers exceptional service to customers and prospects, guiding them to suitable financial solutions.
• Identifies needs, conducts needs-based conversations and advises on banking channels.
• Collaborates with partners to refer opportunities and grow customer relationships.
• Supports branch operations and ensures accurate, complete work records.
• Maintains knowledge of banking products and regulatory requirements; protects customer assets.

Skills

Customer service

Sales skills

Communication

Relationship building

Team collaboration

Tools

Tablets

Smartphones

Online tools

Job description

BMO Harris Bank is seeking a part-time position in retail banking sales & service. The role centers on delivering outstanding customer service, identifying needs, and guiding clients to digital and in-branch options.

You will work collaboratively with branch teammates and partners to enhance the customer experience and drive branch results. The ideal candidate has 1–2 years of relevant experience, strong communication, and a proactive, sales-oriented mindset to support personal banking and