Part-Time Personal Banking Associate and Concierge

BMO; Machesney Park (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 is hiring a part-time Retail Banking Sales & Service professional in Illinois. The role focuses on delivering exceptional service, identifying customer needs, and guiding customers to suitable financial solutions across branch and digital channels.

The position emphasizes collaboration with partners, risk-aware operations, and a personalized customer experience in a dynamic branch environment. Salary ranges are provided, with benefits detailed on the company site.

Qualifications

• Typically between 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.
• A focus on results and the ability to thrive in a consultative sales and team-based environment.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.
• Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
• Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
• Meets customer transaction-based needs with seamless execution.
• Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
• Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
• Acts as a key member of a collaborative and versatile branch and market team.

Skills

Customer service

Sales experience

Interpersonal skills

Verbal communication

Written communication

Organization skills

Team collaboration

Analytical problem solving

Tools

Social media tools

Tablet devices

Smartphones

Online tools

Mobile applications

Job description

BMO Financial Group is hiring a part-time Retail Banking Sales & Service professional in Illinois. The role focuses on delivering exceptional service, identifying customer needs, and guiding customers to suitable financial solutions across branch and digital channels.

The position emphasizes collaboration with partners, risk-aware operations, and a personalized customer experience in a dynamic branch environment. Salary ranges are provided, with benefits detailed on the company site.