Bilingual Banking Advisor

BMO; Minneapolis (MN); On-site; USD 42,000 - 61,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a customer-focused Banking Professional in Minneapolis who will deliver exceptional service and guidance on financial solutions. You will work across branch channels to identify needs, guide customers through digital options, and contribute to branch performance and risk-compliant operations.

The role emphasizes personal banking and credit card discussions, collaboration with partners, and a proactive approach to improving the customer experience.

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.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.

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.
• Welcomes and guides customers as they walk into the branch lobby, and offers advice on digital and self-serve options.
• Meets customer transaction-based needs with seamless execution.
• Reviews customer profiles and engages customers in a needs-based conversation to identify opportunities.
• Contributes to meeting branch business results and the customer experience.
• Follows through on risk and compliance processes to safeguard customers’ assets and privacy.

Skills

Bilingual in English and Spanish

Interpersonal skills

Verbal & written communication

Organizational skills

Collaboration & teamwork

Analytical problem solving

Self-starter

Customer-focused listening

Job description

BMO Financial Group is seeking a customer-focused Banking Professional in Minneapolis who will deliver exceptional service and guidance on financial solutions. You will work across branch channels to identify needs, guide customers through digital options, and contribute to branch performance and risk-compliant operations.

The role emphasizes personal banking and credit card discussions, collaboration with partners, and a proactive approach to improving the customer experience.