Personal Banking Advisor — Customer Growth

Bank of Montreal; Belvidere (IL); On-site; USD 42,000 - 61,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal in Belvidere, IL is seeking a part-time Retail Banking Sales & Service associate to deliver exceptional service to customers and prospects. You will identify needs, advise on financial solutions, and work with branch partners to grow the customer relationship through referrals and digital channels.

The role emphasizes lobby leadership, needs-based conversations, and accurate handling of applications, with pro-rated hours and a salary range reflecting part-time employment.

Qualifications

• Typically 1–2 years of relevant experience and/or certification in related field or an equivalent combination of education and experience.
• Experience in consultative customer service or sales roles is desirable.
• Comfort with using social media, tablets, smartphones, online tools, and applications.

Responsibilities

• Deliver exceptional service to BMO customers and prospects, identifying needs and advising on financial solutions.
• Collaborate with branch partners to drive referrals and grow customer relationships beyond personal banking.
• Welcome customers in the lobby and guide them to digital/self-serve options for a quick, easy, and friendly banking experience.
• Support branch operations and ensure accurate, complete handling of customer applications and transactions.

Skills

Customer service

Sales

Consultative selling

Listening

Communication

Team collaboration

Problem solving

Digital banking tools

Job description

Bank of Montreal in Belvidere, IL is seeking a part-time Retail Banking Sales & Service associate to deliver exceptional service to customers and prospects. You will identify needs, advise on financial solutions, and work with branch partners to grow the customer relationship through referrals and digital channels.

The role emphasizes lobby leadership, needs-based conversations, and accurate handling of applications, with pro-rated hours and a salary range reflecting part-time employment.