Part-Time Personal Banking Advisor & Lobby Leader

BMO U.S.; Belvidere (IL); On-site; USD 42,000 - 61,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a part-time Lobby Banker to welcome customers, assess needs, and guide them to digital options. You will collaborate with branch partners to identify referral opportunities and deliver a personalized customer experience across channels.

This role emphasizes consultative banking and cross-selling while ensuring compliance and operational excellence. Responsibilities include engaging customers, handling transactions, and promoting banking solutions, while

Qualifications

• 1–2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
• 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.

Responsibilities

• Welcomes and guides customers as they walk into the branch lobby and offers guidance on digital and self-serve options.
• Collaborates with BMO partners to identify referral opportunities and grow customer relationships.
• Conducts client conversations about banking services and provides guidance on channels and investment advice.
• Meets customer transaction-based needs with seamless execution.
• Identifies opportunities during needs-based conversations and addresses everyday banking plans.

Skills

Interpersonal skills

Communication skills

Organization skills

Team collaboration

Analytical thinking

Consultative selling

Social media tools

Tools

Social media apps

Tablets

Smartphones

Online tools

Job description

BMO Financial Group is seeking a part-time Lobby Banker to welcome customers, assess needs, and guide them to digital options. You will collaborate with branch partners to identify referral opportunities and deliver a personalized customer experience across channels.

This role emphasizes consultative banking and cross-selling while ensuring compliance and operational excellence. Responsibilities include engaging customers, handling transactions, and promoting banking solutions, while