Bilingual Associate Banker: Personal Finance Advisor

BMO

Minneapolis (MN)

On-site

USD 42,000 - 61,000

Full time

14 days+

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Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO is seeking a bilingual (English/Spanish) customer service oriented associate to support branch customers in Minneapolis. The role emphasizes guiding customers to digital channels, cross-selling financial solutions, and delivering a personal banking experience.

Qualifications include 1–2 years of experience, comfort with social media and online tools, and a drive to meet branch goals. The role may involve diverse shifts and collaboration with branch teams.

Qualifications

1–2 years of relevant experience and/or related certification.
Confident with social media, tablets, smartphones, and online tools.
Experience in consultative customer service or sales.
Knowledge of personal banking solutions to refer to specialists.
Strong customer-focused attitude and drive to deliver a personal experience.

Responsibilities

Identify referral opportunities with BMO partners to grow customer relationships.
Guide customers and promote digital/self-serve options for easy banking.
Conduct client conversations about banking services and channels.
Meet transaction-based needs with seamless execution.
Follow risk and compliance processes to protect assets.