Part-Time Personal Banking Advisor

BMO U.S.; Westfield (IN); 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 Indiana is seeking a part-time Banking Customer Service Associate (30 hours/week) to deliver exceptional service, identify customer needs, and guide clients toward digital and self-serve options. You will work in the branch lobby, welcome customers, and help them complete banking transactions accurately and efficiently.

Collaborating with branch teammates and partners, you will develop needs-based conversations, refer opportunities for cross-sell, and support risk and

Qualifications

• 1–2 years of relevant experience in customer service or sales.
• Comfort with social media, tablets, smartphones, and online tools.
• Ability to deliver a personal customer experience.
• Knowledge of banking products and services preferred.
• Strong communication and listening skills.
• Analytical problem-solving with a solutions focus.
• Team-oriented with collaborative mindset.

Responsibilities

• Deliver exceptional service to customers and prospects.
• Identify needs and provide guidance on financial solutions.
• Guide customers to digital and self-serve options.
• Support branch operations and risk/compliance processes.
• Collaborate with partners to grow customer relationships.

Skills

Customer service

Sales & cross-selling

Needs-based approach

Communication skills

Problem solving

Team collaboration

Adaptability

Attention to detail

Interpersonal skills

Organization

Job description

BMO Financial Group in Indiana is seeking a part-time Banking Customer Service Associate (30 hours/week) to deliver exceptional service, identify customer needs, and guide clients toward digital and self-serve options. You will work in the branch lobby, welcome customers, and help them complete banking transactions accurately and efficiently.

Collaborating with branch teammates and partners, you will develop needs-based conversations, refer opportunities for cross-sell, and support risk and