Bilingual Banking Advisor & Lending Specialist

BMO U.S.; Santa Cruz (CA); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in the United States seeks a customer-focused professional to deliver exceptional service, assess needs, and guide clients toward suitable financial solutions. You will collaborate with branch teams and partners to enhance the customer experience and drive business results.

The role requires effective communication, understanding of banking products, and the ability to build trusted relationships within the community. A background in retail banking and lending is valued.

Qualifications

• Typically 2–3 years of relevant experience and a post-secondary degree in related field or an equivalent mix of education and experience.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Engages customers to grow BMO’s business and build relationships in the community.
• Proactively engages with customers by needs-based assessments to identify opportunities.
• Makes credit recommendations for personal lending transactions including home financing.
• Ensures compliance with legal, regulatory, and lending policies.

Skills

Customer service

Needs-based assessments

Relationship building

Education

Post-secondary degree

Tools

Social media

Online tools

Job description

BMO Financial Group in the United States seeks a customer-focused professional to deliver exceptional service, assess needs, and guide clients toward suitable financial solutions. You will collaborate with branch teams and partners to enhance the customer experience and drive business results.

The role requires effective communication, understanding of banking products, and the ability to build trusted relationships within the community. A background in retail banking and lending is valued.