Part-Time Personal Banking Advisor

Bank of Montreal; Town of Antigo (WI); 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

Bank of Montreal is seeking a part-time Banking Associate in Wisconsin to deliver exceptional service and guidance on financial solutions. You will welcome customers, discuss banking options, and collaborate with partners to achieve branch goals.

The role emphasizes risk-awareness, compliance, and a personal customer experience. The position involves in-branch conversations, everyday banking support, and helping customers navigate digital channels, with opportunities to refer products and assist

Qualifications

• Typically 1–2 years of relevant experience and/or certification in related field desirable.
• Experience in a consultative customer service or sales role with a drive to deliver a personal customer experience.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.
• Strong verbal and written communication skills; organized and detail-oriented.
• Ability to collaborate in a team and adapt to a multi-branch environment.

Responsibilities

• Delivers exceptional service to customers and identifies needs for financial solutions.
• Guides customers on digital and self-serve options to streamline banking.
• Proactively identifies referral opportunities to grow customer relationships with BMO.
• Supports branch operations, including imaging, filing, and opening/closing activities.
• Ensures compliance with risk, privacy, and regulatory requirements in everyday tasks.

Skills

Customer service

Sales

Communication

Collaboration

Problem solving

Tools

Smartphones

Tablets

Online tools

Job description

Bank of Montreal is seeking a part-time Banking Associate in Wisconsin to deliver exceptional service and guidance on financial solutions. You will welcome customers, discuss banking options, and collaborate with partners to achieve branch goals.

The role emphasizes risk-awareness, compliance, and a personal customer experience. The position involves in-branch conversations, everyday banking support, and helping customers navigate digital channels, with opportunities to refer products and assist